Investment options of MUD PIE, LLC 401(K) PLAN
Total Available Funds: 24
| Investment Description |
|---|
| 1TRJLX 212,751.13 |
| 1TRJMX 36,000.94 |
| 1TRJWX 8,287.18 |
| 1RNWGX 1,081,933.40 |
| 1FSPSX 1,208,165.29 |
| 1MDIZX 339,705.46 |
| 1MGGIX 563,356.30 |
| 1CSJIX 138,300.72 |
| 1QUAZX 175,266.48 |
| 1FSSNX 558,303.04 |
| 1NDVVX 72,990.29 |
| 1CIPIX 267,465.25 |
| 1FSMDX 279,787.36 |
| 1MVCKX 123,502.67 |
| 1BAFWX 121,867.44 |
| 1FXAIX 2,289,864.58 |
| 1HNACX 631,099.71 |
| 1OIEJX 266,210.30 |
| 1BAGIX 253,117.82 |
| 1FXNAX 316,491.91 |
| 1FIPDX 175,178.80 |
| 1LBNVX 68,604.28 |
| 1GOFXX 74,430.40 |
| FORFEITURES 33,386.60 |
Investment model portfolios
We provide two types of investment model portfolios for MUD PIE, 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 MUD PIE, LLC 401(K) PLAN