Investment options of SAMBA HOLDINGS, INC. 401(K) PLAN
Total Available Funds: 53
| Investment Description |
|---|
| Fidelity 500IndexFund |
| Vanguard Target Retire 2055 |
| Janus Henderson Global Equity Inc |
| Vanguard Target Retirement Inc |
| Vanguard Target Retirement 2030 |
| Ishares MSCI EAFE International |
| Vanguard Target Retirement 2025 |
| Vanguard Target Retirement 2040 |
| Fidelity Advisor EquityGrowthZ |
| Vanguard Target Retirement 2020 |
| Vanguard Mid Cap Index Admiral |
| Vanguard Target Retirement 2060 |
| American Funds New Perspect R5 |
| Vanguard Target Retirement 2050 |
| Vanguard Target Retirement 2035 |
| Invesco EQV International Equity Fund |
| Franklin Small Cap Value Advisor Class |
| Cohen & Steers Institutional Realty Shares |
| Allspring Core Plus Bond Institutional |
| Fidelity USBondIndex |
| Vanguard Target Retirement 2045 |
| Goldman Sachs Mid Cap Growth Fund Inst Class |
| Janus Henderson Triton T |
| Vanguard Target Retirement 2065 |
| American Century Mid Cap Value Fund R6 |
| Vanguard Value Index Fund Admiral |
| (Form 5500) |
| (6) Net investment gain (loss) from common/collective trusts …………………… 2b |
| FID 500 IND |
| VAN TARGET RETIRE 2055 |
| JAN HEND GLOBAL EQUITY INC N |
| VAN TARGET RETIRE INC |
| VAN TARGET RETIRE 2030 |
| ISHARES MSCI EAFE INTL INDEX K |
| VAN TARGET RETIRE 2025 |
| VAN TARGET RETIRE 2040 |
| FID ADV EQUITY GROWTH – Z |
| VAN TARGET RETIRE 2020 |
| VANGUARD MID CAP INDEX – ADM |
| VAN TARG RETIRE 2060 |
| VAN TARGET RETIRE 2050 |
| VAN TARGET RETIRE 2035 |
| INVESCO EQV INTL EQUITY R5 |
| FRANKLIN SMALL CAP VALUE – ADV |
| COHEN & STEERS INST REALTY |
| ALLSPRING CORE PLUS BOND INST |
| FID US BOND IND |
| VAN TARGET RETIRE 2045 |
| GS MID CAP GROWTH INST |
| VAN TARG RETIRE 2065 |
| AMERICAN CENTURY MID CP VAL R6 |
| VANGUARD VALUE INDEX FUND ADMR |
| METLIFE REL ST VAL 25053 – |
Investment model portfolios
We provide two types of investment model portfolios for SAMBA HOLDINGS, INC. 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 SAMBA HOLDINGS, INC. 401(K) PLAN