Investment options of SVANACO, INC. DBA AMERICANEAGLE.COM 401(K) PLAN
Total Available Funds: 41
| Investment Description |
|---|
| VANGUARD ALLIANZGI SMALL-CAP VALUE FUND |
| AMERICAN CENTURY INCOME & GROWTH FUND |
| ETFMG PRIME CYBER SECURITY ETF |
| FIDELITY ADVISOR LARGE CAP FUND |
| TEMPLETION GROWTH FUND |
| MORGAN STANLEY DISCOVERY PORTFOLIO |
| NUVEEN NWQ SMALL-CAP VALUE FUND |
| OAKMARK INTERNATIONAL FUND |
| ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF |
| ISHARES 1-3 YEAR TREASURY BOND ETF |
| ISHARES TIPS BOND ETF |
| ISHARES U.S. REAL ESTATE ETF |
| ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF |
| ISHARES MSCI EMERGING MARKETS ETF |
| ISHARES NASDAQ BIOTECHNOLOGY ETF |
| ISHARES RUSSELL 2000 ETF |
| SPDR S& P 500 ETF |
| GLOBAL ADVISORS ENERGY SELECT SECTOR SPDR ETF |
| SPDR BLOOMBERG BARCLAYS EMERGING MARKETS LOCAL BOND ETF |
| SPDR GOLD SHARES |
| SPDR S& P CHINA ETF |
| T. ROWE PRICE BLUE CHIP GROWTH FUND |
| T. ROWE PRICE MID- CAP VALUE FUND |
| TD AMERITRADE INSTITUTIONAL MONEY MARKET DEPOSIT ACCOUNT |
| SELF-DIRECTED BROKERAGE ACCOUNT |
| VANGUARD MID-CAP INDEX FUND |
| VANGUARD LONG-TERM BOND INDEX FUND ETF |
| VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF |
| VANGUARD TARGET RETIREMENT 2020 FUND |
| VANGUARD TARGET RETIREMENT 2025 FUND |
| VANGUARD TARGET RETIREMENT 2030 FUND |
| VANGUARD TARGET RETIREMENT 2035 FUND |
| VANGUARD TARGET RETIREMENT 2040 FUND |
| VANGUARD TARGET RETIREMENT 2045 FUND |
| VANGUARD TARGET RETIREMENT 2050 FUND |
| VANGUARD TARGET RETIREMENT 2055 FUND |
| VANGUARD TARGET RETIREMENT 2060 FUND |
| VANGUARD TARGET RETIREMENT 2065 FUND |
| VANGUARD TARGET RETIREMENT INCOME INVESTMENT |
| WELLS FARGO SMALL COMPANY GROWTH FUND |
Investment model portfolios
We provide two types of investment model portfolios for SVANACO, INC. DBA AMERICANEAGLE.COM 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 SVANACO, INC. DBA AMERICANEAGLE.COM 401(K) PLAN