Investment options of QUALITY ELECTRODYNAMICS, LLC 401K RETIREMENT PLAN
Total Available Funds: 78
| Investment Option List |
|---|
| John Hancock 500 Index Fund $ – (JAGKX) |
| John Hancock 2025 Lifetime Retirement – (JHAUX) |
| John Hancock 2030 Lifetime Retirement – (JHAVX) |
| John Hancock 2035 Lifetime Retirement – (JHAYX) |
| John Hancock 2040 Lifetime Retirement – (JHBAX) |
| John Hancock 2050 Lifetime Retirement – (JHBFX) |
| John Hancock 2055 Lifetime Retirement – (JHBJX) |
| John Hancock 2060 Lifetime Retirement – (JHBKX) |
| John Hancock 2065 Lifetime Retirement – (JHAOX) |
| John Hancock American Funds American – (JIHDX) |
| John Hancock American Funds Growth – (JIGHX) |
| John Hancock American Funds – (JIHDX) |
| John Hancock Blue Chip Growth Fund(cid:98) – (JADZX) |
| John Hancock DFA US Targeted Value – (DWUSX) |
| John Hancock Disciplined International – (JDIBX) |
| John Hancock Equity Income Fund $ – (XHEQX) |
| John Hancock EuroPacific Growth Fund(cid:98) – (GOGIX) |
| John Hancock High Yield Fund(cid:98) – (JIHDX) |
| John Hancock International Equity Index – (JIEAX) |
| John Hancock Invesco International – (JICGX) |
| John Hancock Invesco Small Cap Growth – (GTSVX) |
| John Hancock Bond Fund – (TIUSX) |
| John Hancock JP Morgan US Equity – (JIEAX) |
| John Hancock Lifestyle Aggressive Fund(cid:98) – (JABQX) |
| John Hancock Lifestyle Balanced Fund(cid:98) – (JABMX) |
| John Hancock Lifestyle Conservative – (JABJX) |
| John Hancock Lifestyle Growth Fund(cid:98) – (JABPX) |
| John Hancock Lifestyle Moderate Fund – (JABKX) |
| John Hancock Mid Cap Index Fund – (JHMSX) |
| John Hancock Mid Cap Growth Fund – (JACEX) |
| John Hancock Mid Value Fund(cid:98) – (JMVNX) |
| John Hancock New Opportunities Fund – (JHSEX) |
| John Hancock Small Cap Index Fund(cid:98) – (JESIX) |
| John Hancock Small Cap Value Fund(cid:98) – (JSCNX) |
| John Hancock Strategic Income – (JHSEX) |
| (cid:98) TIAA-CREF Small Cap Blend Index – (TISBX) |
| (cid:98) (cid:98) (cid:98) $ – |
| (Form 5500) |
| (6) Net investment gain (loss) from common/collective trusts …………………… 2b |
| JOHN HANCOCK LIFE INS CO (JESNX) |
| JOHN HANCOCK LIFE INS CO 2040 RL (JHBAX) |
| JOHN HANCOCK LIFE INS CO AMERICAN BALANCED (JABMX) |
| JOHN HANCOCK LIFE INS CO AF GROWTH FUND OF AMERICA (GOGIX) |
| JOHN HANCOCK LIFE INS CO AF INVESTMENT COMPANY OF AMERICA |
| JOHN HANCOCK LIFE INS CO AF WASHINGTON MUTUAL |
| JOHN HANCOCK LIFE INS CO VS BLUE CHIP GROWTH (JADZX) |
| JOHN HANCOCK LIFE INS CO DFA US TARGETED VALUE (JEVLX) |
| JOHN HANCOCK LIFE INS CO DISCIPLINED INTERNATIONAL VALUE (JDIBX) |
| JOHN HANCOCK LIFE INS CO VS EQUITY INCOME (XHEQX) |
| JOHN HANCOCK LIFE INS CO EUROPACIFIC GROWTH (GOGIX) |
| JOHN HANCOCK LIFE INS CO VS HIGH YIELD (JIHDX) |
| JOHN HANCOCK LIFE INS CO INTERNATIONAL EQUITY INDEX (JIEAX) |
| JOHN HANCOCK LIFE INS CO INVESCO INTERNATIONAL GROWTH (GOGIX) |
| JOHN HANCOCK LIFE INS CO JH BOND |
| JOHN HANCOCK LIFE INS CO JP MORGAN US EQUITY |
| JOHN HANCOCK LIFE INS CO LIFESTYLE AGGRESSIVE (JABQX) |
| JOHN HANCOCK LIFE INS CO LIFESTYLE BALANCED (JABMX) |
| JOHN HANCOCK LIFE INS CO LIFESTYLE CONSERVATIVE (JABJX) |
| JOHN HANCOCK LIFE INS CO LIFESTYLE GROWTH (JHGPX) |
| JOHN HANCOCK LIFE INS CO LIFESTYLE MODERATE (JABKX) |
| JOHN HANCOCK LIFE INS CO MID CAP INDEX (JECIX) |
| JOHN HANCOCK LIFE INS CO MID VALUE (JEVLX) |
| JOHN HANCOCK LIFE INS CO NEW OPPORTUNITIES (FNPPX) |
| JOHN HANCOCK LIFE INS CO SMALL CAP INDEX (JESIX) |
| JOHN HANCOCK LIFE INS CO SMALL CAP VALUE (JESIX) |
| JOHN HANCOCK LIFE INS CO VS SMALL VALUE (JESIX) |
| JOHN HANCOCK LIFE INS CO VS STRATEGIC INCOME OPPTY (JESNX) |
| JOHN HANCOCK LIFE INS CO 2025 RL (JHAUX) |
| JOHN HANCOCK LIFE INS CO 2030 RL (JHAVX) |
| JOHN HANCOCK LIFE INS CO 2055 RL (JHBJX) |
| JOHN HANCOCK LIFE INS CO 2060 RL (JHBKX) |
| JOHN HANCOCK LIFE INS CO VAN TBMIF |
| JOHN HANCOCK LIFE INS CO TOT BMKT |
| JOHN HANCOCK LIFE INS CO RL 2035 (JHAYX) |
| JOHN HANCOCK LIFE INS CO RL 2050 (JHBFX) |
| JOHN HANCOCK LIFE INS CO SMALL CAP BLEND INDEX (JESIX) |
| JOHN HANCOCK LIFE INS CO RL 2065 |
| JOHN HANCOCK LIFE INS CO JH MCGF |
Investment model portfolios
We provide two types of investment model portfolios for QUALITY ELECTRODYNAMICS, LLC 401K RETIREMENT 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 QUALITY ELECTRODYNAMICS, LLC 401K RETIREMENT PLAN