Investment options of REPUBLIC NATIONAL 401K PLAN
Total Available Funds: 27
| Investment Description |
|---|
| IVGTRJN 7,896,501.68 |
| 1VGTR20 18,768,386.34 |
| IVGTR25 36,901,523.86 |
| 1VGTR30 82,692,466.61 |
| IVGTR35 84,826,518.84 I 00,421,1 |
| 1VGTR40 100,153,712.62 |
| IVGTR45 100,942,714.12 |
| 1VGTR50 98,760,208.92 |
| IVGTR55 64,310,264.95 |
| 1VGTR60 27,747,428.13 |
| IVGTR65 9,302,115.60 |
| 1VGTR70 605,012.44 |
| IMDIZX 37,530,705.99 |
| lVTWIX 48,527,187.95 |
| IKARSII 13,989,388.54 |
| lVSCIX 39,829,418.05 |
| IJMGMX 32,345,853.28 |
| lVMCIX 15,750,143.34 |
| IWFPRX 21,558,492.29 |
| lJLGMX 83,866,848.73 |
| IJUEMX 58,113,469.98 |
| lVEIRX 42,099,163.17 |
| IINSIDX 59,277,649.35 79,899,l1 |
| IDOXIX 28,038,988.29 |
| IVBTIX 27,931,165.17 |
| 1VGRST3 76,298,150.03 |
| FORFEITURES (1VGRST3) 1,896,924.79 |
Investment model portfolios
We provide two types of investment model portfolios for REPUBLIC NATIONAL 401K 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 REPUBLIC NATIONAL 401K PLAN