Investment options of ROCKEFELLER GROUP INTERNATIONAL, INC. INCENTIVE SAVINGS PLAN
Total Available Funds: 33
| Investment Description |
|---|
| FIDELITY CONTRAFUND K6 |
| FIDELITY GOVT MONEY MARKET FUND A |
| FIDELITY US BOND INDEX A |
| FIDELITY 500 INDEX A |
| FIDELITY MID CAP INDEX A |
| FIDELITY SMALL CAP INDEX A |
| FIDELITY INTERNATIONAL INDEX A |
| FIDELITY FDM INDEX INC IPR |
| FIDELITY FDM INDEX 2005 IPR |
| FIDELITY FDM INDEX 2010 IPR |
| FIDELITY FDM INDEX 2015 IPR |
| FIDELITY FDM INDEX 2020 IPR |
| FIDELITY FDM INDEX 2025 IPR |
| FIDELITY FDM INDEX 2030 IPR |
| FIDELITY FDM INDEX 2035 IPR |
| FIDELITY FDM INDEX 2040 IPR |
| FIDELITY FDM INDEX 2045 IPR |
| FIDELITY FDM INDEX 2050 IPR |
| FIDELITY FDM INDEX 2055 IPR |
| FIDELITY FDM INDEX 2060 IPR |
| FIDELITY BLUE CHIP GR K6 A |
| FIDELITY INTM TR BD INDEX A |
| FIDELITY GOVT MARKET FUND K6 A |
| FIDELITY GROWTH CO K6 A |
| BR STRAT GLB BD K A |
| VANGUARD GLOBAL EQUITY FUND – |
| DELAWARE SMALL CAP VALUE FUND A |
| T. ROWE EQUITY INCOME I |
| T. ROWE PRICE OVERSEAS STOCK I |
| COLUMBIA EMERGING MARKETS I3 |
| VANGUARD EXPLORER FUND – ADMIRAL |
| JANUS HENDERSON ENTERPRISE FUND A |
| WF SPL MID-CAP VALUE R6 A |
Investment model portfolios
We provide two types of investment model portfolios for ROCKEFELLER GROUP INTERNATIONAL, INC. 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 ROCKEFELLER GROUP INTERNATIONAL, INC. INCENTIVE SAVINGS PLAN