Investment options of SHEET METAL LOCAL 10 SUPPLEMENTAL RETIREMENT FUND
Total Available Funds: 24
| Investment Description |
|---|
| BAIN BAIN CAPITAL SPECIALTY FINANCE |
| METWEST METWEST TOTAL RET BOND I |
| INVESCO INVESCO COMSTOCK FUND Y |
| T. ROWE PRICE T ROWE PRICE EQUITY INDEX 500 |
| CHAMPLAIN CHAMPLAIN SMALL COMPANY INSTL |
| CRM CRM MID CAP VALUE INSTL |
| TOUCHSTONE TOUCHSTONE SANDS SEL GROWTH I |
| MANNING & NAPIER MANNING & NAPIER OVERSEAS SE |
| ALLSPRING ALLSPRING EMG MARKETS EQTY ADM |
| AB AB SMALL CAP VALUE FUND ADV |
| CARRILLON CARILLON REAMS UNCONST BOND I |
| DOUBLELINE DOUBLELINE TOTAL RTN BND FD I |
| JPMORGAN JPMORGAN ALERIAN MLP INDEX ETN |
| TEMPLETION TEMPLETON GLOBAL BOND FUND ADV |
| WCM WCM FOCUSED INTL GROWTH INST |
| AQR AQR DIVERSIFYING STRATEGIES CIT CL K |
| L&G L&G S&P 500 CIT FUND CLASS F |
| AFL-CIO AFL-CIO BUILDING INVESTMENT TRUST |
| FORT WASHINGTON FORT WASHINGTON HIGH YIELD INV II |
| TRICON TRICON HOUSING PARTNERS US II B LP |
| LEXINGTON CAPITAL LEXINGTON CAPITAL PARTNERS VIII OFFSHORE |
| WHITE OAK WHITE OAK SUMMIT FUND LP |
| ONE WILLIAMS STREET ONE WILLIAMS STREET OFFSHORE FUND |
| AMERICAN CORE ARA CORE PROPERTY FUND |
Investment model portfolios
We provide two types of investment model portfolios for SHEET METAL LOCAL 10 SUPPLEMENTAL RETIREMENT FUND 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 SHEET METAL LOCAL 10 SUPPLEMENTAL RETIREMENT FUND