Investment options of MAXION WHEELS RETIREMENT SAVINGS PLAN
Total Available Funds: 30
| Investment Description |
|---|
| T. Rowe Price Retirement Blend 2035 Trust A |
| T. Rowe Price Retirement Blend 2025 Trust A |
| T. Rowe Price Retirement Blend 2030 Trust A |
| T. Rowe Price Retirement Blend 2040 Trust A |
| T. Rowe Price Retirement Blend 2020 Trust A |
| T. Rowe Price Retirement Blend 2045 Trust A |
| T. Rowe Price Retirement Blend 2005 Trust A |
| T. Rowe Price Retirement Blend 2050 Trust A |
| T. Rowe Price Retirement Blend 2015 Trust A |
| T. Rowe Price Retirement Blend 2055 Trust A |
| T. Rowe Price Retirement Blend 2010 Trust A |
| T. Rowe Price Retirement Blend 2065 Trust A |
| T. Rowe Price Retirement Blend 2060 Trust A |
| JP Morgan JP Morgan Us Equity Fund R6 |
| JP Morgan JP Morgan Large Cap Growth Fund R6 |
| Dodge & Cox Dodge & Cox International Stock Fund I |
| Vanguard Mid-Cap Index Admiral |
| JP Morgan JP Morgan Core Bond Fund R6 |
| Putnam Large Cap Value Fund R6 |
| Blackrock Advantage Small Cap Core Fund K |
| Putnam Emerging Markets Equity |
| Blackrock Mid-Cap Growth Equity Institutional |
| Goldman Goldman Sachs Small-Cap Value Insights Fund R6 |
| Fidelity International Index Fund |
| Vanguard Short Term Corporate Bond |
| T. Rowe Price Government Money Fund I |
| Janus Henderson Triton Fund N |
| Blackrock Mid-Cap Value Fund K |
| American Funds International Vantage Fund R-6 |
| AB AB Bond Inflation Strategy Class Z |
Investment model portfolios
We provide two types of investment model portfolios for MAXION WHEELS RETIREMENT SAVINGS 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 MAXION WHEELS RETIREMENT SAVINGS PLAN