Investment options of PEER FOODS GROUP, INC. PROFIT SHARING AND 401(K) PLAN
Total Available Funds: 32
| Investment Description |
|---|
| SDB MONEY MARKET FUND |
| FIDELITY MONEY MARKET TRUST RETIREMENT GOVERNMENT MONEY MARKET FUND |
| PIMCO REAL ESTATE REAL RETURN STRATEGY FUND CLASS A |
| VIRTUS SILVANT FOCUSED GROWTH FUND ADMINISTRATIVE CLASS |
| PUTNAM SMALL CAP GROWTH FUND |
| PUTNAM MORTGAGE SECURITIES A |
| AMERICAN BEACON SIM HIGH YIELD OPPORTUNITIES FUND INVESTOR CLASS |
| INVESCO GLOBAL REAL ESTATE A |
| LOOMIS SAYLES BOND FUND ADMIN CLASS |
| INVESCO EQUALLY-WEIGHTED S&P 500 FUND |
| WESTERN ASSET CORE BOND FUND |
| JANUS EMERGING MARKETS FUND CLASS S |
| MFS CORE EQUITY FUND CLASS R3 |
| MFS INTERNATIONAL DIVERSIFICATION FUND R3 |
| MFS VALUE FUND CLASS R3 |
| INVESCO INTERMEDIATE BOND FACTOR FUND CLASS A |
| INVESCO MASSACHUSETTS VALUE MUNICIPAL INCOME TRUST |
| NATIXIS FUNDS TRUST I OAKMARK INTERNATIONAL FUND CLASS A |
| FIDELITY ADVISOR FREEDOM 2015 FUND - CLASS A |
| FIDELITY ADVISOR FREEDOM 2020 FUND - CLASS A |
| FIDELITY ADVISOR FREEDOM 2025 FUND - CLASS A |
| FIDELITY ADVISOR FREEDOM 2030 FUND - CLASS A |
| FIDELITY ADVISOR FREEDOM 2035 FUND - CLASS A |
| FIDELITY ADVISOR FREEDOM 2040 FUND - CLASS A |
| FIDELITY ADVISOR FREEDOM 2045 FUND - CLASS A |
| FIDELITY ADVISOR FREEDOM 2050 FUND - CLASS A |
| FIDELITY ADVISOR FREEDOM 2055 FUND - CLASS A |
| FIDELITY ADVISOR FREEDOM 2060 FUND - CLASS A |
| FIDELITY ADVISOR FREEDOM 2065 FUND - CLASS A |
| FEDERATED SHORT-INTERMEDIATE TOTAL RETURN BOND FUND A |
| FEDERATED MID-CAP INDEX FUND SERVICE SHARES |
| JANUS HENDERSON GLOBAL RESEARCH FUND CLASS S |
Investment model portfolios
We provide two types of investment model portfolios for PEER FOODS GROUP, INC. PROFIT SHARING AND 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 PEER FOODS GROUP, INC. PROFIT SHARING AND 401(K) PLAN