Investment options of RED ANTLER 401(K) PLAN
Total Available Funds: 33
| Investment Option List |
|---|
| Vanguard FTSE Developed Markets N/R (VDMIX) |
| SPDR SPDR Portfolio S&P 500 ETF N/R |
| Vanguard FTSE Emerging Markets N/R (VEIEX) |
| SPDR SPDR Portfolio S&P 400 Mid Cap N/R (XMDYX) |
| BlackRock iShares ESG Aware MSCI USA ETF N/R |
| SPDR SPDR Portfolio S&P 600 Small Cap N/R (MXISX) |
| Vanguard Value ETF N/R (VTRIX) |
| BlackRock iShares Emerging Markets USD N/R |
| BlackRock iShares ESG Aware MSCI EAFE N/R (PXNIX) |
| BlackRock iShares ESG Aware MSCI EM ETF N/R |
| NYSE Arca, Inc TCW Transform 500 ETF N/R |
| Goldman Sachs ActiveBeta US N/R |
| BlackRock iShares ESG Aware U.S. Aggregate N/R (BMOPX) |
| BlackRock iShares ESG Aware MSCI USA N/R |
| Vanguard Small-Cap Value ETF N/R (VISVX) |
| Vanguard Mid-Cap Value ETF N/R (VMVIX) |
| Goldman Sachs ActiveBeta N/R |
| BlackRock iShares iBoxx $ Investment Grade N/R |
| Goldman Sachs ActiveBeta Europe N/R |
| BlackRock iShares 0-5 Year TIPS Bond ETF N/R |
| BlackRock iShares ESG Aware USD Corporate N/R |
| Goldman Sachs ActiveBeta Japan N/R |
| JP Morgan JPMorgan Ultra-Short Income N/R (MUAMX) |
| Goldman Sachs Access U.S. N/R |
| Vanguard Short-Term Inflation- N/R (VTSPX) |
| Goldman Sachs Access Emerging N/R (GSDIX) |
| Goldman Sachs Access Investment N/R (ACCSX) |
| Goldman Sachs TreasuryAccess 01 N/R |
| Vanguard LongTerm Government N/R |
| BlackRock iShares Core MSCI Emerging N/R |
| BlackRock iShares Core MSCI EAFE ETF N/R (BTMPX) |
| Invesco Emerging Markets N/R (IEMAX) |
| SPDR SPDR S&P Kensho New Economies N/R |
Investment model portfolios
We provide two types of investment model portfolios for RED ANTLER 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 RED ANTLER 401(K) PLAN