Investment options of REVERE ELECTRIC SUPPLY CO. INCENTIVE SAVINGS PLAN
Total Available Funds: 24
| Investment Description |
|---|
| BMO GLOBAL ASSET MANAGEMENT ONEAMERICA STABLE VALUE FUND - CLASS Z |
| AKRE FOCUS RETAIL TOTAL RETURN BOND FUND - ADMINISTRATIVE CLASS |
| COHEN & STEERS FUND - RETAIL CLASS |
| DODGE & COX REAL ESTATE SECURITIES FUND - CLASS Z |
| INVESCO INTERNATIONAL STOCK FUND - CLASS X |
| METROPOLITAN WEST DEVELOPING MARKETS FUND - CLASS Y |
| PIMCO INCOME FUND - CLASS A |
| T. ROWE PRICE MID-CAP GROWTH FUND |
| T. ROWE PRICE CAPITAL APPRECIATION FUND |
| T. ROWE PRICE RETIREMENT 2010 FUND - I CLASS |
| T. ROWE PRICE RETIREMENT 2020 FUND - I CLASS |
| T. ROWE PRICE RETIREMENT 2030 FUND - I CLASS |
| T. ROWE PRICE RETIREMENT 2040 FUND - I CLASS |
| T. ROWE PRICE RETIREMENT 2050 FUND - I CLASS |
| T. ROWE PRICE RETIREMENT BALANCED FUND - I CLASS |
| T. ROWE PRICE ALL-CAP OPPORTUNITIES FUND |
| VANGUARD DIVIDEND GROWTH FUND - INVESTOR CLASS |
| VANGUARD 500 INDEX FUND - ADMIRAL CLASS |
| VANGUARD TOTAL INTERNATIONAL BOND INDEX FUND - ADMIRAL CLASS |
| VANGUARD INFLATION-PROTECTED SECURITIES FUND - ADMIRAL CLASS |
| VANGUARD INTERNATIONAL GROWTH FUND - ADMIRAL CLASS |
| VANGUARD MID-CAP INDEX FUND - ADMIRAL CLASS |
| VANGUARD SMALL-CAP INDEX FUND - ADMIRAL CLASS |
| VANGUARD MID-CAP VALUE INDEX FUND - ADMIRAL CLASS |
Investment model portfolios
We provide two types of investment model portfolios for REVERE ELECTRIC SUPPLY CO. INCENTIVE SAVINGS 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 REVERE ELECTRIC SUPPLY CO. INCENTIVE SAVINGS PLAN