Investment options of SCADA PRODUCTS, LLC 401(K) PLAN
Total Available Funds: 23
| Investment Description |
|---|
| AMERICAN CENTURY MID CAP VALUE POOLED SEPARATE ACCOUNT |
| AMERICAN CENTURY SMALL CAP VALUE POOLED SEPARATE ACCOUNT |
| AMERICAN FUNDS BALANCED POOLED SEPARATE ACCOUNT |
| AMERICAN FUNDS EUROPACIFIC POOLED SEPARATE ACCOUNT |
| AMERICAN FUNDS NEW WORLD POOLED SEPARATE ACCOUNT |
| DEUTSCHE REAL ESTATE SECURITIES RETIREMENT ACCT |
| FIDELITY 500 INDEX POOLED SEPARATE ACCOUNT |
| FIDELITY INF-PROTECTED BOND INDEX POOLED SEPARATE ACCOUNT |
| FIDELITY INTERNATIONAL INDEX POOLED SEPARATE ACCOUNT |
| FIDELITY MID CAP INDEX POOLED SEPARATE ACCOUNT |
| FIDELITY SMALL CAP INDEX POOLED SEPARATE ACCOUNT |
| JANUS HENDERSON ENTERPRISE POOLED SEPARATE ACCOUNT |
| JPMORGAN LARGE CAP GROWTH POOLED SEPARATE ACCOUNT |
| LORD ABBETT DEVELOPING GROWTH POOLED SEPARATE ACCOUNT |
| LORD ABBETT INC POOLED SEPARATE ACCOUNT |
| NEUBERGER BERMAN STRATEGIC INCOME POOLED SEPARATE ACCOUNT |
| PGIM HIGH YIELD POOLED SEPARATE ACCOUNT |
| STATE STREET RUSSELL LARGE CAP VALUE INDEX POOLED SEPARATE ACCOUNT |
| STATE STREET RUSSELL LARGE CAP GROWTH INDEX POOLED SEPARATE ACCOUNT |
| TRANSAMERICA INTERNATIONAL EQUITY POOLED SEPARATE ACCOUNT |
| TRANSAMERICA STABLE VALUE CORE OPTION GUARANTEED INVESTMENT CONTRACT |
| VANGUARD WINDSOR II POOLED SEPARATE ACCOUNT |
| VOYA INTERMEDIATE BOND POOLED SEPARATE ACCOUNT |
Investment model portfolios
We provide two types of investment model portfolios for SCADA PRODUCTS, LLC 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 SCADA PRODUCTS, LLC 401(K) PLAN