Investment options of SPACE EXPLORATION TECHNOLOGIES 401(K) PLAN
Total Available Funds: 31
| Investment Description |
|---|
| Massachusetts Financial Services Massachusetts Financial Services Massachusetts Investors Trust Class R4 |
| Dimensional Fund Advisors Dimensional Fund Advisors Emerging Markets Core Equity Portfolio Institutional Class |
| Victory Victory Sycamore Established Value Fund Class I |
| Dodge & Cox Dodge & Cox Income Fund |
| Massachusetts Financial Services Massachusetts Financial Services International Intrinsic Value Fund Class R4 |
| Hood River Hood River Small Cap Growth Income Fund |
| Dimensional Fund Advisors Dimensional Fund Advisors U.S. Small Cap Value Portfolio Institutional Class |
| BlackRock Inflation Protected Bond Fund Institutional Shares |
| American Funds Washington Mutual Investors Fund Class R-6 |
| American Funds American High-Income Trust Class R-6 |
| Primecap Primecap Odyssey Aggressive Growth Fund |
| Fuller Thaler Fuller Thaler Behavioral Small Cap Equity Fund R6 |
| Fidelity Contrafund Class K |
| Fidelity Blue Chip Growth Fund |
| Fidelity Extended Market |
| Fidelity International |
| Fidelity Fidelity |
| Fidelity U.S. Bond |
| Vanguard Target Inc |
| Vanguard Target 2020 |
| Vanguard Target 2025 |
| Vanguard Target 2030 |
| Vanguard Target 2035 |
| Vanguard Target 2040 |
| Vanguard Target 2045 |
| Vanguard Target 2050 |
| Vanguard Target 2055 |
| Vanguard Target 2060 |
| Vanguard Target 2065 |
| Vanguard Target 2070 |
| various maturity dates through October |
Investment model portfolios
We provide two types of investment model portfolios for SPACE EXPLORATION TECHNOLOGIES 401(K) 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 SPACE EXPLORATION TECHNOLOGIES 401(K) PLAN