Investment options of SIRIUS INTERNATIONAL HOLDING COMPANY, INC 401(K) SAVINGS AND INVESTMENT PLAN
Total Available Funds: 33
| Investment Description |
|---|
| WELLS FARGO STABLE RETURN FUND C COLLECTIVE TRUST |
| PIMCO TOTAL RETURN PORT. INSTL REGISTERED INVESTMENT COMPANY |
| DODGE & COX INTERNATIONAL ST REGISTERED INVESTMENT COMPANY |
| VANGUARD EXTENDED MKT INDX ADM REGISTERED INVESTMENT COMPANY |
| PIMCO REAL RETURN FD CL INSTL REGISTERED INVESTMENT COMPANY |
| VANGUARD TOTAL INTL STOCK INDEX REGISTERED INVESTMENT COMPANY |
| VANGUARD EQUITY INCOME CL ADM REGISTERED INVESTMENT COMPANY |
| PIONEER HIGH YIELD FUND CL Y REGISTERed INVESTMENT COMPANY |
| HARDING LOEVNER INTL REGISTERED INVESTMENT COMPANY |
| THE HARTFORD MID CAP FD CL Y REGISTERed INVESTMENT COMPANY |
| PIMCO COMMODITY REAL RETURN ST REGISTERed INVESTMENT COMPANY |
| VANGUARD INSTITUTIONAL INDEX REGISTERed INVESTMENT COMPANY |
| VANGUARD TTL BD MRKT INDEX ADM REGISTERed INVESTMENT COMPANY |
| JP MORGAN MID CAP VALUE CL L Registered INVESTMENT COMPANY |
| INVESco GLOBAL REAL ESTATE R5 Registered INVESTMENT COMPANY |
| INVESco DEVELOPING MKTS FD R6 Registered INVESTMENT COMPANY |
| COLUMBIA SMALL CAP VALUE INSTL Registered INVESTMENT COMPANY |
| HARTFORD SMALL CAP GRTH R5 Registered INVESTMENT COMPANY |
| VICTORY TRIVALENT INTL SMALL I Registered INVESTMENT COMPANY |
| T ROWE PRICE 2020 RETIREMENT I Registered INVESTMENT COMPANY |
| T ROWE PRICE 2015 RETIREMENT I Registered INVESTMENT COMPANY |
| T ROWE PRICE 2030 RETIREMENT I Registered INVESTMENT COMPANY |
| T ROWE PRICE 2040 RETIREMENT I Registered INVESTMENT COMPANY |
| T ROWE PRICE 2025 RETIREMENT I Registered INVESTMENT COMPANY |
| T ROWE PRICE 2035 RETIREMENT I Registered INVESTMENT COMPANY |
| T ROWE PRICE 2045 RETIREMENT I Registered INVESTMENT COMPANY |
| T ROWE PRICE 2060 RETIREMENT I Registered INVESTMENT COMPANY |
| T ROWE PRICE 2050 RETIREMENT I Registered INVESTMENT COMPANY |
| T ROWE PRICE 2055 RETIREMENT I Registered INVESTMENT COMPANY |
| T ROWE PRICE RETIREMENT BAL I Registered INVESTMENT COMPANY |
| T ROWE PRICE BLUE CHIP GROWTH I Registered INVESTMENT COMPANY |
| LOOMIS SAYLES INVESTMENT GRADE Registered INVESTMENT COMPANY |
| LOOMIS SAYLES STRATEGIC INCOME Registered INVESTMENT COMPANY |
Investment model portfolios
We provide two types of investment model portfolios for SIRIUS INTERNATIONAL HOLDING COMPANY, INC 401(K) SAVINGS AND INVESTMENT 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 SIRIUS INTERNATIONAL HOLDING COMPANY, INC 401(K) SAVINGS AND INVESTMENT PLAN