Investment options of NABORS INDUSTRIES INC. RETIREMENT SAVINGS PLAN
Total Available Funds: 28
| Investment Description |
|---|
| AMERICAN FUNDS AMERICAN EUROPACIFIC GROWTH FUND CLASS R5 |
| BANK OF AMERICA, N. A. RETIREMENT BANK ACCOUNT |
| BANK OF AMERICA, N. A. SELF-DIRECTED BROKERAGE ACCOUNT |
| BLACKROCK BLACKROCK LIFEPATH INDEX 2025 FUND K |
| BLACKROCK BLACKROCK LIFEPATH INDEX 2030 FUND K |
| BLACKROCK BLACKROCK LIFEPATH INDEX 2035 FUND K |
| BLACKROCK BLACKROCK LIFEPATH INDEX 2040 FUND K |
| BLACKROCK BLACKROCK LIFEPATH INDEX 2045 FUND K |
| BLACKROCK BLACKROCK LIFEPATH INDEX 2050 FUND K |
| BLACKROCK BLACKROCK LIFEPATH INDEX 2055 FUND K |
| BLACKROCK BLACKROCK LIFEPATH INDEX 2060 FUND K |
| BLACKROCK BLACKROCK LIFEPATH INDEX 2065 FUND K |
| BLACKROCK BLACKROCK LIFEPATH INDEX RETIREMENT FUND K |
| CALVERT CALVERT US LARGE CAP CORE FUND CLASS R6 |
| FEDERATED INVESTORS TRUST COMPANY FEDERATED HERMES CAPITAL PRESERVATION FUND CLASS IP |
| FIDELITY FIDELITY ADVISOR BALANCED FUND CLASS Z |
| HARTFORD HARTFORD DIVIDEND AND GROWTH FUND CLASS R5 |
| INVESCO INVESCO SMALL CAP VALUE FUND CLASS Y |
| JANUS HENDERSON JANUS HENDERSON GLOBAL EQUITY INCOME FUND CLASS R6 |
| JPMORGAN FUNDS JPMORGAN INTREPID MID CAP SELECT FUND CLASS I |
| MASSACHUSETTS FINANCIAL SERVICES (MFS) MFS GROWTH FUND CLASS R4 |
| OAKMARK OAKMARK EQUITY & INCOME FUND INVESTOR CLASS |
| PIMCO PIMCO REAL RETURN FUND INSTITUTIONAL CLASS |
| PIMCO PIMCO TOTAL RETURN FUND INSTITUTIONAL CLASS |
| STATE STREET BANK AND TRUST COMPANY STATE STREET S&P 500 INDEX NON LENDING SERIES FUND CLASS E |
| T. ROWE PRICE T. ROWE PRICE DIVIDEND GROWTH FUND RETAIL CLASS |
| THORNBURG THORNBURG STRATEGIC INCOME FUND CLASS R5 |
| WELLS FARGO WELLS FARGO SMALL COMPANY GROWTH FUND INSTITUTIONAL CLASS |
Investment model portfolios
We provide two types of investment model portfolios for NABORS INDUSTRIES INC. 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 NABORS INDUSTRIES INC. RETIREMENT SAVINGS PLAN