Investment options of MAXUS PROPERTIES, LLC 401K RETIREMENT SAVING
Total Available Funds: 37
| Investment Description |
|---|
| ALLSPRING ALLSPRING EMERGING MARKETS EQUITY R6 |
| BLACKROCK HIGH YIELD PORTFOLIO K |
| STATE STREET US GOV/CRT BD IND NONLND C |
| CAUSEWAY CAUSEWAY INTERNATIONAL VALUE INSTL |
| COHEN & STEERS COHEN & STEERS INSTL REALTY SHARES INSTL |
| STATE STREET RUSS SM CAP VA IND NONLND C |
| STATE STREET INTL IND SECS LENDING IX |
| MFS INTERNATIONAL GROWTH R6 |
| MFS VALUE R6 |
| STATE STREET S&P MIDCAP IDX SEC LEND XIV |
| STATE STREET RUSS SM CAP IND SECS LND II |
| STATE STREET RETIRE RIGHT TARGET 2020 I |
| STATE STREET RETIRE RIGHT TARGET 2025 I |
| STATE STREET RETIRE RIGHT TARGET 2030 I |
| STATE STREET RETIRE RIGHT TARGET 2035 I |
| STATE STREET RETIRE RIGHT TARGET 2040 I |
| STATE STREET RETIRE RIGHT TARGET 2045 I |
| STATE STREET RETIRE RIGHT TARGET 2050 I |
| STATE STREET RETIRE RIGHT TARGET 2055 I |
| STATE STREET RETIRE RIGHT TARGET 2060 I |
| STATE STREET RETIRE RIGHT TARGET 2065 I |
| STATE STREET RETIRE RIGHT RETIREMENT I |
| STATE STREET S&P 500 IDX SEC LEND II |
| VANGUARD GLOBAL EQUITY INV |
| VANGUARD U.S. GROWTH ADM |
| WILLIAM BLAIR WILLIAM BLAIR SMALL-MID CAP GROWTH R6 |
| See accompanying notes to the financial statments |
| (Form 5500) |
| (6) Net investment gain (loss) from common/collective trusts …………………… 2b |
| Allspring |
| BlackRock |
| State Street |
| Causeway |
| Cohen & Steers |
| Retirement |
| Vanguard |
| William Blair |
Investment model portfolios
We provide two types of investment model portfolios for MAXUS PROPERTIES, LLC 401K RETIREMENT SAVING 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 MAXUS PROPERTIES, LLC 401K RETIREMENT SAVING