Investment options of LONG VIEW SYSTEMS 401(K)PLAN
Total Available Funds: 42
| Investment Description |
|---|
| AF American Balanced Fund Pooled Separate Account a |
| AF The Growth Fund of America Pooled Separate Account a |
| AB Global Bond Fund Pooled Separate Account a |
| American Funds EuroPac Growth Pooled Separate Account a |
| American Funds New World Fund Pooled Separate Account a |
| Blue Chip Growth Fund Pooled Separate Account a |
| Capital World Growth & Income Pooled Separate Account a |
| Core Bond Fund Pooled Separate Account a |
| Delaware Ivy Asset Strategy Pooled Separate Account a |
| DFA Inflation-Protected Sec Pooled Separate Account a |
| DFA US Targeted Value Fund Pooled Separate Account a |
| High Yield Fund Pooled Separate Account a |
| Intl Equity Index Fund Pooled Separate Account a |
| JH Lifetime Blend 2010 CIT R2 Pooled Separate Account a |
| JH Lifetime Blend 2025 CIT R2 Pooled Separate Account a |
| JH Lifetime Blend 2030 CIT R2 Pooled Separate Account a |
| JH Lifetime Blend 2035 CIT R2 Pooled Separate Account a |
| JH Lifetime Blend 2040 CIT R2 Pooled Separate Account a |
| JH Lifetime Blend 2045 CIT R2 Pooled Separate Account a |
| JH Lifetime Blend 2050 CIT R2 Pooled Separate Account a |
| JH Lifetime Blend 2055 CIT R2 Pooled Separate Account a |
| JH Lifetime Blend 2060 CIT R2 Pooled Separate Account a |
| JH Lifetime Blend 2065 CIT R2 Pooled Separate Account a |
| JH Multimanager Aggressive LS Pooled Separate Account a |
| JH Multimanager Balanced LS Pooled Separate Account a |
| JH Multimanager Conserv LS Pooled Separate Account a |
| JH Multimanager Growth LS Pooled Separate Account a |
| JH Multimanager Moderate LS Pooled Separate Account a |
| John Hancock Disciplined Value Pooled Separate Account a |
| Mid Cap Index Fund Pooled Separate Account a |
| PGIM Jennison Mid Cap Growth Pooled Separate Account a |
| Real Est. Securities Fund Pooled Separate Account a |
| Royce Small-Cap Opportunity Pooled Separate Account a |
| Small Cap Index Fund Pooled Separate Account a |
| T.Rowe Price Cap Appreciation Pooled Separate Account a |
| T.Rowe Price Equity Inc Pooled Separate Account a |
| Vanguard Explorer Fund Pooled Separate Account a |
| Vanguard Mid-Cap Growth ETF Pooled Separate Account a |
| Vanguard Mid-Cap Value ETF Pooled Separate Account a |
| Vanguard Short-Term Federal Pooled Separate Account a |
| 500 Index Fund Pooled Separate Account a |
| through July 2034 a |
Investment model portfolios
We provide two types of investment model portfolios for LONG VIEW SYSTEMS 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 LONG VIEW SYSTEMS 401(K)PLAN