Investment options of MARKON, LLC 401(K) PLAN
Total Available Funds: 69
| Investment Description |
|---|
| Allspring Special Mc Val R6 Registered investment company – |
| Amer Funds New Persp R6 Registered investment company – |
| Amerfunds Amer Balanced – R6 Registered investment company – |
| American Funds New World R6 Registered investment company – |
| BlackRock Midcap Growth Eq K Registered investment company – |
| Federated Kaufmann Smallcap R6 Registered investment company – |
| Fid 500 Ind Registered investment company – |
| Fid Infl-P Bd Idx Registered investment company – |
| Fid International Index Registered investment company – |
| Fid Mid Cap Index Registered investment company – |
| Fidelity Intl Growth Z Registered investment company – |
| Franklin Dynatech Fund R6 Registered investment company – |
| JPMorgan Corporate Bond R6 Registered investment company – |
| JPMorgan US Value R6 Registered investment company – |
| Lord Abbett Bond Debenture R6 Registered investment company – |
| MFS Intl Diversification R6 Registered investment company – |
| Nuv Lifecycle Idx Ret Inc R6 Registered investment company – |
| Nuveen LC Index 2010 R6 Registered investment company – |
| Nuveen LC Index 2015 R6 Registered investment company – |
| Nuveen LC Index 2020 R6 Registered investment company – |
| Nuveen LC Index 2025 R6 Registered investment company – |
| Nuveen LC Index 2030 R6 Registered investment company – |
| Nuveen LC Index 2035 R6 Registered investment company – |
| Nuveen LC Index 2040 R6 Registered investment company – |
| Nuveen LC Index 2045 R6 Registered investment company – |
| Nuveen LC Index 2050 R6 Registered investment company – |
| Nuveen LC Index 2055 R6 Registered investment company – |
| Nuveen LC Index 2060 R6 Registered investment company – |
| Schwab Fundmntl Intl Eqty Idx Registered investment company – |
| Undisc Mgrs Behavioral Val R6 Registered investment company – |
| Vang Hi Yld Corp Adm Registered investment company – |
| Vanguard Intermediate Term Bon Registered investment company – |
| Vanguard Small Cap Index Admrl Registered investment company – |
| (Form 5500) |
| (6) Net investment gain (loss) from common/collective trusts …………………… 2b |
| FID INFL-P BD IDX |
| NUVEEN LC INDEX 2050 R6 |
| NUVEEN LC INDEX 2030 R6 |
| NUVEEN LC INDEX 2035 R6 |
| NUVEEN LC INDEX 2045 R6 |
| FRANKLIN DYNATECH FUND R6 |
| AMERFUNDS AMER BALANCED – R6 |
| JPMORGAN US VALUE R6 |
| FID INTERNATIONAL INDEX |
| FEDERATED KAUFMANN SMALLCAP R6 |
| JPMORGAN CORPORATE BOND R6 |
| NUVEEN LC INDEX 2060 R6 |
| UNDISC MGRS BEHAVIORAL VAL R6 |
| NUVEEN LC INDEX 2015 R6 |
| NUVEEN LC INDEX 2025 R6 |
| NUVEEN LC INDEX 2020 R6 |
| BLACKROCK MIDCAP GROWTH EQ K |
| FID 500 IND |
| LORD ABBETT BOND DEBENTURE R6 |
| NUVEEN LC INDEX 2010 R6 |
| ALLSPRING SPECIAL MC VAL R6 |
| VANGUARD INTERMEDIATE TERM BON |
| SCHWAB FUNDMNTL INTL EQTY IDX |
| VANG HI YLD CORP ADM |
| FID MID CAP INDEX |
| FIDELITY INTL GROWTH Z |
| MFS INTL DIVERSIFICATION R6 |
| NUVEEN LC INDEX 2040 R6 |
| AMERICAN FUNDS NEW WORLD R6 |
| NUVEEN LC INDEX 2055 R6 |
| NUV LIFECYCLE IDX RET INC R6 |
| AMER FUNDS NEW PERSP R6 |
| VANGUARD SMALL CAP INDEX ADMRL |
| MET GG SV 25554 – J |
Investment model portfolios
We provide two types of investment model portfolios for MARKON, LLC 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 MARKON, LLC 401(K) PLAN