Investment options of LOGAN CONTRACTORS SUPPLY, INC. 401(K) PLAN
Total Available Funds: 33
| Investment Description |
|---|
| VANGUARD MONEY MARKET PRIME MONEY MARKET |
| VANGUARD SHORT TERM INV GRADE REGISTERED INVESTMENT COMPANY |
| VANGUARD GNMA ADM REGISTERED INVESTMENT COMPANY |
| DFA SH TERM EXTENDED QUALITY REGISTERED INVESTMENT COMPANY |
| VANGAURD INFLATION-PROTECTED REGISTERED INVESTMENT COMPANY |
| EATON VANCE INCOME FUND OF BOSTON REGISTERED INVESTMENT COMPANY |
| AMERICAN FUNDS BALANCED R5 REGISTERED INVESTMENT COMPANY |
| VANGUARD LIFESTRATEGY INCOME REGISTERED INVESTMENT COMPANY |
| VANGUARD LIFESTRATEGY CNSRV GR REGISTERED INVESTMENT COMPANY |
| VANGUARD LIFESTRATEGY MODERATE REGISTERED INVESTMENT COMPANY |
| VANGUARD LIFESTRATEGY GROWTH REGISTERED INVESTMENT COMPANY |
| T. ROWE PRICE RETIREMENT 2020 REGISTERED INVESTMENT COMPANY |
| T. ROWE PRICE RETIREMENT 2030 REGISTERED INVESTMENT COMPANY |
| T. ROWE PRICE RETIREMENT 2040 REGISTERED INVESTMENT COMPANY |
| T. ROWE PRICE RETIREMENT 2050 REGISTERED INVESTMENT COMPANY |
| FIDELITY CONTRAFUND REGISTERED INVESTMENT COMPANY |
| HARBOR CAPITAL APPRECIATION REGISTERED INVESTMENT COMPANY |
| DODGE & COX STOCK REGISTERED INVESTMENT COMPANY |
| MAIRS & POWER GROWTH INV REGISTERED INVESTMENT COMPANY |
| VANGUARD 500 INDEX REGISTERED INVESTMENT COMPANY |
| DFA US CORE EQUITY 2 PORTFOLIO REGISTERED INVESTMENT COMPANY |
| VANGUARD SELECTED VALUE INV REGISTERED INVESTMENT COMPANY |
| FIDELITY LOW-PRICED STOCK REGISTERED INVESTMENT COMPANY |
| VANGUARD MID CAP INDEX REGISTERED INVESTMENT COMPANY |
| VANGUARD EXPLORER INV REGISTERED INVESTMENT COMPANY |
| VANGUARD SMALL CAP INDEX REGISTERED INVESTMENT COMPANY |
| AMERICAN FUNDS CAPITAL WORLD REGISTERED INVESTMENT COMPANY |
| DFA INTL CORE EQUITY REGISTERED INVESTMENT COMPANY |
| DFA US TARGETED VALUE REGISTERED INVESTMENT COMPANY |
| VANGUARD EQUITY INCOME REGISTERED INVESTMENT COMPANY |
| AMERICAN FUNDS SMALL CAP WORLD REGISTERED INVESTMENT COMPANY |
| DFA EMERGING MARKETS CORE EQUITY REGISTERED INVESTMENT COMPANY |
| T. ROWE PRICE REAL ESTATE REGISTERED INVESTMENT COMPANY |
Investment model portfolios
We provide two types of investment model portfolios for LOGAN CONTRACTORS SUPPLY, INC. 401(K) PLAN participants. You can customize and follow a model portfolio in your plan account.
Types of portfolio strategies
- Strategic asset allocation portfolio: It invests in a diversified portfolio of multiple assets, buy-and-hold without frequently changing the asset allocation weights.
- Suitable: For long-term (more than 15 years, preferably more than 20 years), want to be tax efficient and can withstand interim drawdown or loss as high as 50% or more.
- Pros:
- Less error-prone
- Infrequent rebalancing or transactions
- Tax efficient for taxable brokerage investments
- Cons:
- Interim loss or drawdown can be substantial
- Possible low returns for an extended period, such as 10 years or longer
- Tactical asset allocation portfolio: it invests in a diversified portfolio of multiple assets, dynamically adjust stock and bond allocations to minimize losses during market stress.
- Suitable: For long-term (more than 10 years or preferably longer) capital. Investors are willing to rebalance as frequent as monthly.
- Pros:
- Reduce large interim loss or drawdown
- Less sensitive to investment entry point
- Likely to improve returns
- Cons
- Demand more frequent rebalancing or transactions
- Less tax efficient — more suitable in a tax-deferred account such as 401(k) or IRA
- Can experience a period of lower returns compared to a broad-based strategic allocation or a buy-and-hold benchmark, especially in some bull markets
These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.
Let us know (Email us) if you need help to create a custom model portfolio for your plan.
Retirement Plan (401(k)) Info for LOGAN CONTRACTORS SUPPLY, INC. 401(K) PLAN