Investment options of SEE, INC. 401(K) PLAN
Total Available Funds: 64
| Investment Option List |
|---|
| American Funds 2010 Target Date Retirement R-2E (REATX) |
| American Funds 2015 Target Date Retirement R-2E (REJTX) |
| American Funds 2020 Target Date Retirement R-2E (RECTX) |
| American Funds 2025 Target Date Retirement R-2E (REDTX) |
| American Funds 2030 Target Date Retirement R-2E (REETX) |
| American Funds 2035 Target Date Retirement R-2E (REFTX) |
| American Funds 2040 Target Date Retirement R-2E (REGTX) |
| American Funds 2045 Target Date Retirement R-2E (REHTX) |
| American Funds 2050 Target Date Retirement R-2E (REITX) |
| American Funds 2055 Target Date Retirement R-2E (FAJTX) |
| American Funds 2060 Target Date Retirement R-2E (CCKTX) |
| American Funds American Balanced R2 (GBLAX) |
| American Funds EuroPacific Growth R-2E (FEPUX) |
| American Funds Growth and Inc Port R-2E (IAIPX) |
| American Funds The Growth Fund of America R-2E (FAFGX) |
| American Funds Washington Mutual Investors R-2E (FWMMX) |
| BlackRock Mid-Cap Growth Equity R (CMGIX) |
| Columbia Threadneedle Columbia Overseas Value R (COSZX) |
| Delaware Funds Delaware Small Cap Core Instl (DCCIX) |
| Invesco Oppenheimer Global R |
| Janus Henderson Small Cap Value R (JVSNX) |
| Janus Henderson Triton R (JSMGX) |
| JPMorgan Government Bond R2 (HLGAX) |
| Loomis Sayles Funds Loomis Sayles Strategic Income A (NEZYX) |
| Nationwide Nationwide International Index R (GIXIX) |
| Nationwide Nationwide Mid Cap Market Index R (GMXIX) |
| Nationwide Nationwide S&P 500 Index R (GRISX) |
| Nationwide Nationwide Small Cap Index R (GMRIX) |
| Western Western Asset Core Bond R (WACPX) |
| Virtus NFJ Mid-Cap Value A (VAAGX) |
| (Form 5500) |
| (6) Net investment gain (loss) from common/collective trusts …………………… 2b |
| COLUMBIA OVERSEAS VALUE R (COSZX) |
| AMF 2015 TARGET DATE R2E |
| JANUS HEND TRITON R (JSMGX) |
| JPMORGAN GOVT BD FD – R2 |
| HARTFORD BALANCED INCOME R3 (HBLYX) |
| AMF 2030 TARGET DATE R2E |
| AMF 2060 TARGET DATE R2E (CCKTX) |
| AMF 2055 TARGET DATE – R2E |
| JANHEN SMALL CAP VALUE FD – R (VISVX) |
| BLACKROCK MID CAP GR EQUITY-R (CMGIX) |
| NATIONWIDE S&P 500 INDEX – R (GRISX) |
| NATIONWIDE SMALL CAP INDEX R (GMRIX) |
| AMF EUROPACIFIC GROWTH R2E |
| WASHINGTON MUTUAL INV R2E |
| LOOMIS SAYLES STRATEGIC INC-AD (NEZYX) |
| AMF 2050 TARGET DATE R2E |
| AMF 2045 TARGET DATE R2E |
| INVESCO GLOBAL R (GADDX) |
| WESTERN ASSET CORE BOND R (WACPX) |
| AMF 2025 TARGET DATE R2E |
| NATIONWIDE MD CP MKT IND FD R |
| AMERICAN BALANCED R2E (AABNX) |
| AMF GROWTH FUND OF AMERICA R2E |
| AMF 2040 TARGET DATE R2E |
| AMF 2020 TARGET DATE R2E |
| AMF 2010 TARGET DATE R2E |
| NTW INTERNATIONAL INDEX R |
| AMF 2035 TARGET DATE R2E |
| DWS RREEF REAL EST SEC R (RRRBX) |
| MACQUARIE SMALLCAP CORE FUND R |
| AMF GROWTH AND INCOME PORT R2E (DGRIX) |
| INVESCO STABLE ASSET |
Investment model portfolios
We provide two types of investment model portfolios for SEE, 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 SEE, INC. 401(K) PLAN