Investment options of REES BROOME, PC 401(K) PLAN
Total Available Funds: 47
| Investment Description |
|---|
| Fidelity |
| Fidelity International |
| Fidelity Small Cap |
| Vanguard Dividend Appreciation Index Fund Admiral |
| Vanguard Emerging Markets Stock Index Fund Admiral |
| Vanguard Equity-Income Fund Admiral |
| Vanguard Explorer Value Fund |
| Vanguard Extended Market Index Fund Admiral |
| Vanguard FTSE Social Index Fund Admiral |
| Vanguard GNMA Fund Admiral |
| Vanguard Growth Index Fund Admiral |
| Vanguard High-Yield Corporate Fund Admiral |
| Vanguard Target Retirement 2020 Fund |
| Vanguard Target Retirement 2025 Fund |
| Vanguard Target Retirement 2030 Fund |
| Vanguard Target Retirement 2035 Fund |
| Vanguard Target Retirement 2040 Fund |
| Vanguard Target Retirement 2045 Fund |
| Vanguard Target Retirement 2050 Fund |
| Vanguard Target Retirement 2055 Fund |
| Vanguard Target Retirement 2060 Fund |
| Vanguard Target Retirement Income Fund |
| Vanguard Intermediate-Term Bond |
| Vanguard International Growth Fund Admiral |
| Vanguard International Value Fund |
| Vanguard Materials Index Fund Admiral |
| Vanguard Mid-Cap Growth Index Fund Admiral |
| Vanguard Mid-Cap Index Fund Admiral |
| Vanguard Mid-Cap Value Index Fund Admiral |
| Vanguard Short-Term Investment-Grade Fund |
| Vanguard Small-Cap Growth Index Fund Admiral |
| Vanguard Small-Cap Index Fund Admiral |
| Vanguard US Growth Fund Admiral |
| Vanguard Value Index Fund Admiral |
| Cabot Oil & Gas Corporation |
| ChevronTexaco Corporation |
| Dow Inc Company |
| Intel Business Machine NFS Is A Specialist |
| International Seaways Inc |
| Mobileye Global Inc |
| Novavax Inc |
| PBF Energy Inc |
| Range Resources Corporation |
| Photronics Inc |
| Solidion Technology Inc |
| Smart Global Holdings Inc |
| Sprott Inc |
Investment model portfolios
We provide two types of investment model portfolios for REES BROOME, PC 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 REES BROOME, PC 401(K) PLAN