Investment options of LOGICALIS, INC. 401(K) PROFIT SHARING PLAN
Total Available Funds: 31
| Investment Description |
|---|
| LLC COHEN & STEERS I REALTY SHARES FUND |
| AMERICAN FUNDS EUROPACIFIC GROWTH R6 FUND |
| JPMORGAN LARGE CAP GROWTH R6 FUND |
| MFS VALUE R6 FUND |
| NEUBERGER BERMAN MID CAP GROWTH R6 FUND |
| AMERICAN FUNDS NEW PERSPECTIVE R6 FUND |
| METROPOLITAN WEST TOTAL RETURN BOND PLAN |
| VANGUARD INTERMEDIATE-TERM BOND INDEX |
| ADMIRAL FUND |
| BLACKROCK CR STRATEGIC INCOME K FUND |
| JPMORGAN SMALL CAP GROWTH R6 FUND |
| INVESCO OPPENHEIM INTERNATIONAL SMALL MID COMP R6 |
| VANGUARD MID CAP INDEX FUND ADMIRAL |
| VANGUARD SMALL CAP INDEX FUND ADMIRAL |
| AMER TARGET 2015 FUND |
| AMER TARGET 2020 FUND |
| AMER TARGET 2025 FUND |
| AMER TARGET 2030 FUND |
| AMER TARGET 2035 FUND |
| AMER TARGET 2040 FUND |
| AMER TARGET 2045 FUND |
| AMER TARGET 2050 FUND |
| AMER TARGET 2055 FUND |
| AMER TARGET 2060 FUND |
| PRINCIPAL MIDCAP VALUE I R6 |
| PRINCIPAL MID CAP FUND R6 |
| VANGUARD INSTITUTIONAL INDEX FUND |
| AMERICAN CENTURY SMALL CAP VALUE FUND R6 |
| BLACKROCK EMERGING MARKETS INSTITUTIONAL FUND |
| AMER TARGET 2010 FUND |
| JOHN HANCOCK TRUST COMPANY LLC COMMON COLLECTIVE TRUST FUND METLIFE STABLE VALUE FUND SERIES 25157 |
Investment model portfolios
We provide two types of investment model portfolios for LOGICALIS, INC. 401(K) PROFIT SHARING 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 LOGICALIS, INC. 401(K) PROFIT SHARING PLAN