Investment options of NETBASE SOLUTIONS, INC. 401(K) PLAN
Total Available Funds: 42
| Investment Description |
|---|
| BAIRD CORE PLUS BOND FUND CLASS INVESTOR |
| COHEN & STEERS REALTY SHARES FUND CLASS L |
| FIDELITY 500 INDEX FUND |
| FIDELITY BROKERAGELINK ACCOUNTS - CASH |
| FIDELITY BROKERAGELINK ACCOUNTS - EQUITY |
| FIDELITY CAPITAL & INCOME FUND |
| FIDELITY CONTRAFUND FUND |
| FIDELITY EMERGING MARKETS INDEX FUND |
| FIDELITY EXTENDED MARKET INDEX FUND |
| FIDELITY GLOBAL EX U.S. INDEX FUND |
| FIDELITY GOVERNMENT INCOME FUND |
| FIDELITY GOVERNMENT MONEY MARKET FUND - PREMIUM CLASS |
| FIDELITY INTERMEDIATE TREASURY BOND INDEX FUND |
| FIDELITY INTERNATIONAL GROWTH FUND |
| FIDELITY INTERNATIONAL INDEX FUND |
| FIDELITY LOW-PRICED STOCK FUND |
| FIDELITY MID CAP INDEX FUND |
| FIDELITY SMALL CAP DISCOVERY FUND |
| FIDELITY SMALL CAP INDEX FUND |
| FIDELITY TOTAL MARKET INDEX FUND |
| FIDELITY GOVERNMENT MONEY MARKET FUND - PREMIUM CLASS |
| FIDELITY SMALL CAP VALUE FUND |
| JANUS HENDERSON BALANCED FUND CLASS T |
| JANUS HENDERSON TRITON FUND CLASS T |
| MORLEY STABLE VALUE FUND |
| INVESCO DIVERSIFIED DIVIDEND FUND R5 CLASS |
| OAKMARK INTERNATIONAL FUND INVESTOR CLASS |
| PGIM JENNISON MID-CAP GROWTH FUND- CLASS A |
| PIMCO LOW DURATION FUND ADMINISTRATIVE CLASS |
| PIMCO REAL RETURN FUND ADMINISTRATIVE CLASS |
| T. ROWE PRICE DIVIDEND GROWTH FUND ADVISOR CLASS |
| T. ROWE PRICE RETIREMENT 2020 FUND ADVISOR CLASS |
| T. ROWE PRICE RETIREMENT 2025 FUND ADVISOR CLASS |
| T. ROWE PRICE RETIREMENT 2030 FUND ADVISOR CLASS |
| T. ROWE PRICE RETIREMENT 2035 FUND ADVISOR CLASS |
| T. ROWE PRICE RETIREMENT 2040 FUND ADVISOR CLASS |
| T. ROWE PRICE RETIREMENT 2045 FUND ADVISOR CLASS |
| T. ROWE PRICE RETIREMENT 2050 FUND ADVISOR CLASS |
| T. ROWE PRICE RETIREMENT 2055 FUND ADVISOR CLASS |
| T. ROWE PRICE RETIREMENT BALANCED FUND ADVISOR CLASS |
| THE HARTFORD INTERNATIONAL OPPORTUNITIES FUND CLASS R4 |
| VICTORY SYCAMORE ESTABLISHED VALUE FUND CLASS A |
Investment model portfolios
We provide two types of investment model portfolios for NETBASE SOLUTIONS, INC. 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 NETBASE SOLUTIONS, INC. 401(K) PLAN