Investment options of MYTHICS, LLC. RETIREMENT PLAN
Total Available Funds: 23
| Investment Option List |
|---|
| Great Gray Large Cap Growth Fund IV R1 N/R (MXLGX) |
| Great Gray International Stock Fund Class R1 N/R (SSAIX) |
| Great Gray BlackRock Equity Index Fund N/R |
| BlackRock LifePath Index 2065 Class K N/R (LIWAX) |
| BlackRock LifePath Index 2060 Class K N/R (BAPAX) |
| T.Rowe Price QM U.S. Small Cap Growth Equity Fund N/R (PRDSX) |
| Vanguard Emerging Markets Stock Index Fund N/R (VEIEX) |
| Vanguard Developed Markets Index Fund N/R (VDMIX) |
| Massachusetts Financial Mid Cap Value Fund N/R (IAAEX) |
| Goldman Sachs Small Cap Value Fund N/R (GSSIX) |
| JPMorgan Equity Income Fund N/R (HLIEX) |
| BlackRock Commodity Strategies Institutional N/R (BCSCX) |
| BlackRock LifePath Index Retirement Class K N/R (STLAX) |
| BlackRock LifePath Index 2030 Class K N/R (STLDX) |
| BlackRock LifePath Index 2040 Class K N/R (STLEX) |
| BlackRock LifePath Index 2050 Class K N/R (LPRFX) |
| BlackRock LifePath Index 2035 Class K N/R (LPJCX) |
| BlackRock LifePath Index 2045 Class K N/R (LPHRX) |
| BlackRock LifePath Index 2055 Class K N/R (LEVAX) |
| Fidelity International Growth Fund N/R (FIGFX) |
| Fidelity Mid Cap Index Fund N/R (FIIMX) |
| Fidelity Small Cap Index Fund N/R (FSISX) |
| Fidelity Growth Strategies K6 Fund N/R (FDEGX) |
Investment model portfolios
We provide two types of investment model portfolios for MYTHICS, LLC. RETIREMENT 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 MYTHICS, LLC. RETIREMENT PLAN