Investment options of QUICK RELEASE INC 401(K) PLAN
Total Available Funds: 58
| Investment Description |
|---|
| DFA INFLATION PROTECTED SEC I |
| Dodge & Cox DODGE & COX INCOME I |
| PGIM PGIM HIGH-YIELD R6 |
| Cohen & Steers COHEN & STEERS INSTL REALTY |
| DFA US SMALL CAP GROWTH INST |
| DFA US SMALL CAP VALUE |
| Fidelity ADVISOR INT DIS I |
| Fidelity LARGE CAP GR IDX |
| Fidelity FIDELITY |
| John Hancock DISCIPLINE VAL R6 |
| Macquarie MACQUARIE EMERGING MARKETS I |
| MFS MID CAP VALUE R6 |
| T Rowe Price T ROWE PRICE DIVIDEND GR I |
| T Rowe Price T ROWE PRICE GOVERNMT MONEY I |
| T Rowe Price TRP RETIREMENT 2005 – I CL |
| T Rowe Price TRP RETIREMENT 2010 – I CL |
| T Rowe Price TRP RETIREMENT 2015 – I CL |
| T Rowe Price TRP RETIREMENT 2020 – I CL |
| T Rowe Price TRP RETIREMENT 2025 – I CL |
| T Rowe Price TRP RETIREMENT 2030 – I CL |
| T Rowe Price TRP RETIREMENT 2035 – I CL |
| T Rowe Price TRP RETIREMENT 2040 – I CL |
| T Rowe Price TRP RETIREMENT 2045 – I CL |
| T Rowe Price TRP RETIREMENT 2050 – I CL |
| T Rowe Price TRP RETIREMENT 2055 – I CL |
| T Rowe Price TRP RETIREMENT 2060 – I CL |
| T Rowe Price TRP RETIREMENT 2065 – I CL |
| Vanguard MID-CAP IND- ADMIRAL |
| Vanguard MIDCAP GROWTH IND ADM |
| Vanguard SMALL CAP INDEX, ADM |
| Vanguard TTL INT STOCK IND ADM |
| Vanguard TTL WORLD STK IDX ADM |
| Cohen & Steers COHEN & STEERS U.S. REALT |
| TRP RETIREMENT 2060 I |
| TRP RETIREMENT 2045 I |
| TRP RETIREMENT 2025 I |
| NUVEEN SMALL CAP VALUE FUND R6 |
| NYLI S&P 500 INDEX I |
| BLK ADV SMALL CAP GR I |
| TRP RETIREMENT 2030 I |
| FRA EQUITY INCOME FUND – R6 |
| TCW EMERGING MARKETS INC FD I |
| TRP RETIREMENT 2055 I |
| TROWE PRICE INTL VALUE EQ I |
| TRP RETIREMENT 2005 I |
| TRP RETIREMENT 2020 I |
| TRP RETIREMENT 2065 I |
| TRP RETIREMENT 2040 I |
| JPM US SMALL COMPANY R5 |
| BNYM GLOBAL EQUITY INC FD I |
| MFS INTERNATIONAL NEW DISC -R4 |
| OAKMARK INTERNATIONAL INST |
| TRP RETIREMENT 2010 I |
| TCW CONC LARGE CAP GROWTH I |
| TRP RETIREMENT 2035 I |
| TRP RETIREMENT 2015 I |
| MFS INTERNATIONAL GROWTH R4 |
| TRP RETIREMENT 2050 I |
Investment model portfolios
We provide two types of investment model portfolios for QUICK RELEASE 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 QUICK RELEASE INC 401(K) PLAN