Investment options of RED STAG 401(K) PLAN
Total Available Funds: 56
| Investment Description |
|---|
| Baird Baird Core Plus Bond Fund Ins |
| Carilon Carillon Eagle Mid Cap Grw R6 |
| Franklin Templeton Investments ClrBrg Intl Growth Fd IS |
| Dimenstional Fund Advisors DFA Emrg Mkts Core Eqty Pt Ins |
| Fidelity Investments Fid US Bd Id Fd |
| Fidelity Investments Fidelity |
| Fidelity Investments Fidelity Freed Ind 2020 Fd Prm |
| Fidelity Investments Fidelity Freed Ind 2025 Fd Prm |
| Fidelity Investments Fidelity Freed Ind 2030 Fd Prm |
| Fidelity Investments Fidelity Freed Ind 2035 Fd Prm |
| Fidelity Investments Fidelity Freed Ind 2040 Fd Prm |
| Fidelity Investments Fidelity Freed Ind 2045 Fd Prm |
| Fidelity Investments Fidelity Freed Ind 2050 Fd Prm |
| Fidelity Investments Fidelity Freed Ind 2055 Fd Prm |
| Fidelity Investments Fidelity Freed Ind 2060 Fd Prm |
| Fidelity Investments Fidelity Freed Ind 2065 Fd Prm |
| Fidelity Investments Fidelity Freedom Ind Inc F Prm |
| Fidelity Investments Fidelity Mid Cap Idx Fd |
| Fidelity Investments Fidelity Sm Cp Ind Fd |
| Fidelity Investments Fidelity Tot Intl Idx Fund |
| JP Morgan JPMorgan LgCp Grw Fnd R6 |
| PIMCO Income Fund Ins |
| PIMCO RAE US Small Ins |
| Franklin Templeton Investments Putnam Small Cap Growth Fnd R6 |
| T. Rowe Price Overseas Stock Fund I |
| Vanguard Vangrd Equity Income Fund Adm |
| Victory Capital Victory Sycmr Est Vl Fd R6 |
| Voya Retirement Voya Gv Mny Mkt F A (Hld Acct) |
| Baird Core Plus Bond Fund Ins Registered Investment Company |
| Carillon Eagle Mid Cap Grw R6 Registered Investment Company |
| ClrBrg Intl Growth Fd IS Registered Investment Company |
| DFA Emrg Mkts Core Eqty Pt Ins Registered Investment Company |
| Fid US Bd Id Fd Registered Investment Company |
| Fidelity 500 Index Fund Registered Investment Company |
| Fidelity Freed Ind 2020 Fd Prm Registered Investment Company |
| Fidelity Freed Ind 2025 Fd Prm Registered Investment Company |
| Fidelity Freed Ind 2030 Fd Prm Registered Investment Company |
| Fidelity Freed Ind 2035 Fd Prm Registered Investment Company |
| Fidelity Freed Ind 2040 Fd Prm Registered Investment Company |
| Fidelity Freed Ind 2045 Fd Prm Registered Investment Company |
| Fidelity Freed Ind 2050 Fd Prm Registered Investment Company |
| Fidelity Freed Ind 2055 Fd Prm Registered Investment Company |
| Fidelity Freed Ind 2060 Fd Prm Registered Investment Company |
| Fidelity Freed Ind 2065 Fd Prm Registered Investment Company |
| Fidelity Freedom Ind Inc F Prm Registered Investment Company |
| Fidelity Mid Cap Idx Fd Registered Investment Company |
| Fidelity Sm Cp Ind Fd Registered Investment Company |
| Fidelity Tot Intl Idx Fund Registered Investment Company |
| JPMorgan LgCp Grw Fnd R6 Registered Investment Company |
| PIMCO Income Fund Ins Registered Investment Company |
| PIMCO RAE US Small Ins Registered Investment Company |
| Putnam Small Cap Growth Fnd R6 Other |
| TRwPr Overseas Stock Fund I Registered Investment Company |
| Vangrd Equity Income Fund Adm Registered Investment Company |
| Victory Sycmr Est Vl Fd R6 Registered Investment Company |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company |
Investment model portfolios
We provide two types of investment model portfolios for RED STAG 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 STAG 401(K) PLAN