Investment options of QLIKTECH INC. 401K PLAN
Total Available Funds: 57
| Investment Description |
|---|
| American Funds Europacific Growth R6 |
| BlackRock High Yield Bond Portfolio |
| BlackRock Mid Cap Growth Equity K |
| Delaware Small Cap Value R6 |
| Harbor Capital Appreciation Instl |
| John Hancock Disciplined Value R6 |
| MFS International Intrinsic Value R6 |
| MFS Mid Cap Value R6 |
| T. Rowe Price Retirement 2015 Fund |
| T. Rowe Price Retirement 2020 Fund |
| T. Rowe Price Retirement 2025 Fund |
| T. Rowe Price Retirement 2030 Fund |
| T. Rowe Price Retirement 2035 Fund |
| T. Rowe Price Retirement 2040 Fund |
| T. Rowe Price Retirement 2045 Fund |
| T. Rowe Price Retirement 2050 Fund |
| T. Rowe Price Retirement 2055 Fund |
| T. Rowe Price Retirement 2060 Fund |
| T. Rowe Price Retirement 2065 Fund |
| Reliance Trust New York Life Anchor Acct I |
| Northern Trust All Country World ex-US Index-Tier |
| Northern Trust Aggregate Bond Index NL-Tier |
| Northern Trust Extended Equity Mkt Index NL-Tier |
| Northern Trust S&P 500 Index NL-Tier |
| dates from 2025 to |
| 1TRPUX 161,697.54 |
| 1TRUBX 1,787.07 |
| 1TRDBX 753,804.55 |
| 1TREHX 3,136,443.56 |
| 1TRFHX 10,494,340.48 |
| 1TRFJX 9,492,002.42 |
| 1TRHDX 9,285,780.87 |
| 1TRIKX 9,514,066.90 |
| 1TRJLX 6,713,829.02 |
| 1TRJMX 7,503,429.03 |
| 1TRLNX 4,747,222.97 |
| 1TRMOX 1,091,238.36 |
| 1RERGX 6,079,422.08 |
| 1MINJX 6,927,789.67 |
| 1NTACX3 4,006,207.07 |
| 1PIREX 1,740,725.67 |
| 1QUAZX 2,900,996.92 |
| 1DVZRX 2,607,426.97 |
| 1BMGKX 5,268,492.91 |
| 1MVCKX 3,979,616.63 |
| 1NTEEM3 3,781,951.76 |
| 1HACAX 13,699,173.38 |
| 1JDVWX 9,404,696.06 |
| 1NTSP53 17,015,500.56 |
| 1BRHYX 1,266,686.24 |
| 1MWTIX 8,339,152.95 |
| 1NTABI3 4,703,274.03 |
| 5DGCXX 0.17 |
| 1SDBEMP 4,818,547.07 |
| 1SDBEMR 310,461.75 |
| 1NY0-1 3,567,758.36 |
| FORFEITURES 115,254.10 |
Investment model portfolios
We provide two types of investment model portfolios for QLIKTECH INC. 401K 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 QLIKTECH INC. 401K PLAN