Investment options of PRINTING PARTNERS 401(K) PLAN
Total Available Funds: 48
| Investment Option List |
|---|
| Dimensional Fund Advisors DFA World Core Equity Institutional (DFTWX) |
| Dimensional Fund Advisors Dfa Intl Core Equity I (CDFPX) |
| JPMorgan Core Bond R6 (JCBUX) |
| American Funds New World R6 (HVWBX) |
| American Funds Amerfds Small Cap Growth R6 (STSIX) |
| PIMCO Real Return Instl (PRLPX) |
| American Century Mid Cap Value R6 (IACIX) |
| Dimensional Fund Advisors DFA Commodity Strategy I (DCMSX) |
| MFS Investment Management MFS Growth R6 (MQGIX) |
| Dimensional Fund Advisors DFA US Small Cap Value I (DISVX) |
| JPMorgan U.S. Value R6 |
| MFS Investment Management MFS Intl Diversification R6 |
| Blackrock Mid-Cap Growth Equity K (CMGIX) |
| Blackrock High Yield K (BHYIX) |
| American Century RD Hybrid 2045 CL I |
| American Century RD Hybrid In Ret CL1 |
| American Century RD Hybrid 2040 CL I |
| American Century RD Hybrid 2055 CL I |
| American Century RD Hybrid 2060 CL I |
| American Century RD Hybrid 2050 CL I |
| American Century RD Hybrid 2065 CL I |
| maturing through September 2040 |
| 1ACHINI 247,657.63 |
| 1ACH40I 234,960.60 |
| 1ACH45I 348,899.67 |
| 1ACH50I 76,964.78 |
| 1ACH55I 111,463.43 |
| 1ACH60I 95,533.13 |
| 1ACH65I 15,344.47 |
| 1RNWGX 178,986.63 |
| 1DFIEX 240,550.17 |
| 1DREIX 333,745.78 |
| 1MDIZX 42,278.92 |
| 1DCMSX 64,551.58 |
| 1ANODX 80,468.72 |
| 1DFSVX 44,151.94 |
| 1AMDVX 86,914.47 |
| 1BMGKX 35,547.81 |
| 1FXAIX 542,468.93 |
| 1VGINX 40,482.11 |
| 1MFEKX 51,625.53 |
| 1BRHYX 35,017.08 |
| 1FTKFX 285,285.34 |
| 1JCBUX 189,163.57 |
| 1PRRIX 87,655.07 |
| 1PGTQX 138,854.14 |
| 1GWAQ30 1.700 153,383.24 |
| FORFEITURES 13.17 |
Investment model portfolios
We provide two types of investment model portfolios for PRINTING PARTNERS 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 PRINTING PARTNERS 401(K) PLAN