Investment options of SLADE GORTON and CO. INC. 401K SAVINGS PLAN
Total Available Funds: 34
| Investment Description |
|---|
| FIDELITY FREEDOM 2035 K6 MUTUAL FUND |
| FIDELITY FREEDOM 2030 K6 MUTUAL FUND |
| FIDELITY FREEDOM 2025 K6 MUTUAL FUND |
| PUTNAM STABLE VALUE FUND COMMON/ COLLECTIVE TRUST FUND |
| BROKERAGELINK BROKERAGE FUND |
| FIDELITY 500 INDEX MUTUAL FUND |
| FIDELITY FREEDOM INC K6 MUTUAL FUND |
| FIDELITY FREEDOM 2050 K6 MUTUAL FUND |
| FIDELITY FREEDOM 2040 K6 MUTUAL FUND |
| AB US LG CP GR CIT W COMMON/ COLLECTIVE TRUST FUND |
| FIDELITY FREEDOM 2020 K6 MUTUAL FUND |
| MFS INTL DIVERSIFICATION R6 MUTUAL FUND |
| MFS MID CAP VALUE MUTUAL FUND |
| JPMORGAN SMALL CAP GROWTH R6 MUTUAL FUND |
| JPMORGAN EQUITY INCOME R6 MUTUAL FUND |
| FIDELITY FREEDOM 2055 K6 MUTUAL FUND |
| PIMCO INCOME INSTL MUTUAL FUND |
| FIDELITY FREEDOM 2045 K6 MUTUAL FUND |
| AS SPL SMALL CAP VALUE MUTUAL FUND |
| DWS R REAL ESTATE R6 MUTUAL FUND |
| BLACKROCK HIGH YIELD BD K MUTUAL FUND |
| CARILLON EAGLE MID CAP GROWTH R6 MUTUAL FUND |
| FIDELITY US BOND IDX MUTUAL FUND |
| FIDELITY FREEDOM 2060 K6 MUTUAL FUND |
| FIDELITY EXTD MARKET IDX MUTUAL FUND |
| PIONEER BAL ESG Y MUTUAL FUND |
| FIDELITY GR BD MUTUAL FUND |
| COL OVERSEAS VAL I3 MUTUAL FUND |
| FIDELITY INFL PR BD IDX MUTUAL FUND |
| AM CENT EMERGING MARKETS R6 MUTUAL FUND |
| FIDELITY FREEDOM 2015 K6 MUTUAL FUND |
| JHANCOCK BOND R6 MUTUAL FUND |
| FIDELITY TOTAL INTL IDX MUTUAL FUND |
| FIDELITY GOV MONEY MARKET MUTUAL FUND |
Investment model portfolios
We provide two types of investment model portfolios for SLADE GORTON and CO. INC. 401K SAVINGS 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 SLADE GORTON and CO. INC. 401K SAVINGS PLAN