Investment options of SILVER POINT CAPITAL L.P. SAVINGS and RETIREMENT PLAN
Total Available Funds: 28
| Investment Description |
|---|
| PIMCO TOTAL RETURN FUND INSTITUTIONAL CLASS MUTUAL FUND |
| LOOMIS SAYLES SMALL CAP GROWTH FUND CLASS N MUTUAL FUND |
| JPMORGAN SMALL CAP VALUE FUND CLASS R6 MUTUAL FUND |
| MFS VALUE FUND CLASS R6 MUTUAL FUND |
| WINSLOW LARGE CAP GROWTH FUND CLASS 2 COMMON COLLECTIVE TRUST FUND |
| STATE STREET TARGET RETIREMENT FUND CLASS K MUTUAL FUND |
| STATE STREET TARGET RETIREMENT 2020 FUND CLASS K MUTUAL FUND |
| STATE STREET TARGET RETIREMENT 2025 FUND CLASS K MUTUAL FUND |
| STATE STREET TARGET RETIREMENT 2030 FUND CLASS K MUTUAL FUND |
| STATE STREET TARGET RETIREMENT 2035 FUND CLASS K MUTUAL FUND |
| STATE STREET TARGET RETIREMENT 2040 FUND CLASS K MUTUAL FUND |
| STATE STREET TARGET RETIREMENT 2045 FUND CLASS K MUTUAL FUND |
| STATE STREET TARGET RETIREMENT 2050 FUND CLASS K MUTUAL FUND |
| STATE STREET TARGET RETIREMENT 2055 FUND CLASS K MUTUAL FUND |
| STATE STREET TARGET RETIREMENT 2060 FUND CLASS K MUTUAL FUND |
| STATE STREET TARGET RETIREMENT 2065 FUND CLASS K MUTUAL FUND |
| JOHN HANCOCK FUNDS DISCIPLINED VALUE MID CAP FUND CLASS R6 MUTUAL FUND |
| VANGUARD REAL ESTATE INDEX FUND ADMIRAL SHARES MUTUAL FUND |
| FIDELITY GOVERNMENT MONEY MARKET FUND MUTUAL FUND |
| FIDELITY BALANCED FUND - CLASS K MUTUAL FUND |
| FIDELITY U. S. BOND INDEX FUND MUTUAL FUND |
| FIDELITY 500 INDEX FUND MUTUAL FUND |
| FIDELITY MID CAP INDEX FUND MUTUAL FUND |
| FIDELITY SMALL CAP INDEX FUND MUTUAL FUND |
| FIDELITY INTERNATIONAL INDEX FUND MUTUAL FUND |
| FIDELITY BROKERAGELINK ACCOUNT MUTUAL FUNDS, COMMON STOCKS, OTHER INVESTMENTS |
| FIDELITY MANAGED INCOME PORTFOLIO FUND COMMON COLLECTIVE TRUST FUND |
| SILVER POINT CAPITAL OFFSHORE FUND, LTD. INVESTMENT FUND |
Investment model portfolios
We provide two types of investment model portfolios for SILVER POINT CAPITAL L.P. SAVINGS and RETIREMENT 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 SILVER POINT CAPITAL L.P. SAVINGS and RETIREMENT PLAN