Investment options of SIXAXIS, LLC RETIREMENT PLAN
Total Available Funds: 28
| Investment Description |
|---|
| AB US Large Cap Growth CIT Collective Trust Fund |
| 1FFGZX 7,286.85 |
| 1FIWTX 28,672.80 |
| 1FFEDX 460,825.74 |
| 1FFEGX 1,135,531.16 |
| 1FFEZX 1,319,590.66 |
| 1FFIZX 1,074,562.15 |
| 1FFOLX 435,492.62 |
| 1FFOPX 332,045.62 |
| 1FFLDX 387,614.68 |
| 1FFLEX 527,487.08 |
| 1FFIKX 384,279.79 |
| 1RNWGX 79,332.84 |
| 1FIDZX 737,732.34 |
| 1FSGGX 571,777.07 |
| 1FSRNX 99,220.43 |
| 1ASVDX 58,622.55 |
| 1FSSNX 375,959.97 |
| 1JGMNX 41,301.69 |
| 1FSMDX 961,434.21 |
| 1ABLCGM 326,262.15 |
| 1FXAIX 4,615,913.92 |
| 1MEIKX 356,172.56 |
| 1FTKFX 1,224,702.89 |
| 1FXNAX 406,109.47 |
| 1LBNVX 61,426.53 |
| 1PCSV20 1,840,838.40 |
| FORFEITURES 24,241.03 |
Investment model portfolios
We provide two types of investment model portfolios for SIXAXIS, LLC 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 SIXAXIS, LLC RETIREMENT PLAN