Investment options of SQUIRE PATTON BOGGS RETIREMENT SAVINGS PLAN
Total Available Funds: 33
| Investment Description |
|---|
| BAIRD CORE PLUS BOND FUND CLASS INSTITUTIONAL |
| BLACKROCK INFLATION PROTECTED BOND |
| DODGE AND COX STOCK FUND |
| EATON VANCE ATLANTA CAPITAL SMID-CAP FUND I |
| FIDELITY 500 INDEX INSTITUTIONAL |
| FIDELITY CAPITAL & INCOME |
| FIDELITY INTERNATIONAL CAPITAL APPRECIATION |
| FIDELITY INTERNATIONAL INDEX PREMIUM |
| FIDELITY LOW PRICED STOCK K |
| FIDELITY MID CAP INDEX |
| FIDELITY PURITAN K |
| FIDELITY US BOND INDEX PREMIUM |
| FIMM GOVERNMENT PORTFOLIO |
| FRANKLIN SMALL CAP GROWTH FUND CL ADV. |
| GLENMEDE SMALL CAP EQUITY INST |
| INVESTSCO DEVELOPING MARKETS FUND |
| J.P. MORGAN LARGE CAP GROWTH FUND |
| MFS GROWTH FUND |
| MFS INTERNATIONAL DIVERSIFICATION |
| VANGUARD DIVIDEND GROWTH FUND INV |
| VICTORY SYCAMORE ESTABLISHED VALUE I |
| T. ROWE PRICE RETIREMENT BALANCED TRUST CL. F |
| T. ROWE PRICE RETIREMENT 2010 TRUST CL. F |
| T. ROWE PRICE RETIREMENT 2015 TRUST CL. F |
| T. ROWE PRICE RETIREMENT 2020 TRUST CL. F |
| T. ROWE PRICE RETIREMENT 2025 TRUST CL. F |
| T. ROWE PRICE RETIREMENT 2030 TRUST CL. F |
| T. ROWE PRICE RETIREMENT 2035 TRUST CL. F |
| T. ROWE PRICE RETIREMENT 2040 TRUST CL. F |
| T. ROWE PRICE RETIREMENT 2045 TRUST CL. F |
| T. ROWE PRICE RETIREMENT 2050 TRUST CL. F |
| T. ROWE PRICE RETIREMENT 2055 TRUST CL. F |
| T. ROWE PRICE RETIREMENT 2060 TRUST CL. F |
Investment model portfolios
We provide two types of investment model portfolios for SQUIRE PATTON BOGGS RETIREMENT 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 SQUIRE PATTON BOGGS RETIREMENT SAVINGS PLAN