Investment options of STORIED MANAGEMENT 401(K) PLAN
Total Available Funds: 40
| Investment Option List |
|---|
| American Mutual Ret Opt Pooled Separate Accounts N/A |
| Allspring Special Mid Cap Value Ret Opt Pooled Separate Accounts N/A (SMCDX) |
| American Funds Balanced Ret Opt Pooled Separate Accounts N/A |
| American Funds Growth Fund of America Ret O Pooled Separate Accounts N/A (FAFGX) |
| Calvert Equity Ret Opt Pooled Separate Accounts N/A |
| DFA Infl-Protected Sec Portfolio Ret Opt Pooled Separate Accounts N/A |
| Franklin Small-Mid Cap Growth Ret Opt Pooled Separate Accounts N/A (FSGAX) |
| Invesco Global Ret Opt Pooled Separate Accounts N/A |
| Janus Henderson Triton Ret Opt Pooled Separate Accounts N/A |
| MFS Intl Diversification Pooled Separate Accounts N/A |
| PIMCO Income Pooled Separate Accounts N/A |
| State Street Russell Smll Cap Val Indx Ret Opt Pooled Separate Accounts N/A |
| State Street S&P Mid Cap Index Ret Opt Pooled Separate Accounts N/A |
| TA Vanguard REIT Index Ret Opt Pooled Separate Accounts N/A |
| TA Vanguard Small-Cap Index Ret Opt Pooled Separate Accounts N/A |
| Transamerica LifeGoal 2025 Pooled Separate Accounts N/A |
| Transamerica LifeGoal 2030 Pooled Separate Accounts N/A |
| Transamerica LifeGoal 2035 Pooled Separate Accounts N/A |
| Transamerica LifeGoal 2040 Pooled Separate Accounts N/A |
| Transamerica LifeGoal 2045 Pooled Separate Accounts N/A |
| Transamerica LifeGoal 2050 Pooled Separate Accounts N/A |
| Transamerica LifeGoal 2055 Pooled Separate Accounts N/A |
| Transamerica LifeGoal 2060 Pooled Separate Accounts N/A |
| Transamerica LifeGoal Ret Pooled Separate Accounts N/A |
| Transamerica Partners Stock Index Ret Opt Pooled Separate Accounts N/A |
| Transamerica Life Ins Co Transamerica Stbl Val Core Op |
| Transamerica Life Ins Co AllSpring Special Md Cp Val Rt Opt |
| Transamerica Life Ins Co American Fds American Mtl Rt Opt |
| Transamerica Life Ins Co American Fds Gr Fd Amer Ret Opt |
| Transamerica Life Ins Co Calvert Eq Portfolio Ret Opt |
| Transamerica Life Ins Co DFA Inf-Protected Sec Prtf Ret Opt |
| Transamerica Life Ins Co Franklin Small-Mid Cap Gr Ret Opt (IAAEX) |
| Transamerica Life Ins Co Invesco Glbl Ret Opt |
| Transamerica Life Ins Co MFS Intl Diversification Ret Opt |
| Transamerica Life Ins Co PIMCO Inc Ret Opt |
| Transamerica Life Ins Co State Street S&P Md Cp Idx Ret Opt |
| Transamerica Life Ins Co TA Vanguard Small-Cap Index Ret Opt |
| Transamerica Life Ins Co Transamerica LG 2055 BlackRock |
| Transamerica Life Ins Co Transamerica LG D BlackRock Opt |
| Transamerica Life Ins Co Transamerica Ptnr Stock Idx Rt Opt |
Investment model portfolios
We provide two types of investment model portfolios for STORIED MANAGEMENT 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 STORIED MANAGEMENT 401(K) PLAN