Investment options of METGLAS INC. 401K PLAN
Total Available Funds: 35
| Investment Description |
|---|
| Fidelity Management Trust Co. FID INTERMED BOND N/A |
| Fidelity Management Trust Co. FID LARGE CAP STOCK N/A |
| Fidelity Management Trust Co. FID GOVT MMKT N/A |
| Fidelity Management Trust Co. FID SMALL CAP GROWTH N/A |
| Fidelity Management Trust Co. FID SMALL CAP VALUE N/A |
| Fidelity Management Trust Co. FID BLUE CHIP GR K N/A |
| Fidelity Management Trust Co. FID CONTRAFUND K N/A |
| Fidelity Management Trust Co. FID DIVERSIFD INTL K N/A |
| Fidelity Management Trust Co. FID GROWTH CO K N/A |
| Fidelity Management Trust Co. FID LOW PRICED STK K N/A |
| Fidelity Management Trust Co. FID MID CAP STOCK K N/A |
| Fidelity Management Trust Co. FID OTC K N/A |
| Fidelity Management Trust Co. FID OVERSEAS K N/A |
| Fidelity Management Trust Co. FID PURITAN K N/A |
| Fidelity Management Trust Co. FID VALUE K N/A |
| Fidelity Management Trust Co. FID US BOND IDX N/A |
| Fidelity Management Trust Co. FID INTL INDEX N/A |
| Fidelity Management Trust Co. FID EXTD MKT IDX N/A |
| Fidelity Management Trust Co. FID FREEDOM INC K N/A |
| Fidelity Management Trust Co. FID FREEDOM 2010 K N/A |
| Fidelity Management Trust Co. FID FREEDOM 2015 K N/A |
| Fidelity Management Trust Co. FID FREEDOM 2020 K N/A |
| Fidelity Management Trust Co. FID FREEDOM 2025 K N/A |
| Fidelity Management Trust Co. FID FREEDOM 2030 K N/A |
| Fidelity Management Trust Co. FID FREEDOM 2035 K N/A |
| Fidelity Management Trust Co. FID FREEDOM 2040 K N/A |
| Fidelity Management Trust Co. FID FREEDOM 2045 K N/A |
| Fidelity Management Trust Co. FID FREEDOM 2050 K N/A |
| Fidelity Management Trust Co. FID FREEDOM 2055 K N/A |
| Fidelity Management Trust Co. FID FREEDOM 2060 K N/A |
| Fidelity Management Trust Co. FID FREEDOM 2065 K N/A |
| Fidelity Management Trust Co. FID FREEDOM 2070 K N/A |
| JPMorgan JPM EQUITY INCOME R4 N/A |
| Eaton Vance EV INC FUND BOSTON I N/A |
| Baird Asset Management BAIRD CORE PLUS INV N/A |
Investment model portfolios
We provide two types of investment model portfolios for METGLAS INC. 401K 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 METGLAS INC. 401K PLAN