Investment options of SWISS RE GROUP U.S. EMPLOYEES SAVINGS PLAN
Total Available Funds: 21
| Investment Description |
|---|
| AMERICAN FUNDS GROWTH FUND OF AMERICA- R6 |
| AMERICAN FUNDS EUROPACIFIC GROWTH FUND -R6 |
| DODGE & COX STOCK FUND |
| JP MORGAN SMART RETIREMENT INCOME R5 |
| JP MORGAN SMART RETIREMENT 2020 R5 |
| JP MORGAN SMART RETIREMENT 2025 R5 |
| JP MORGAN SMART RETIREMENT 2030 R5 |
| JP MORGAN SMART RETIREMENT 2035 R5 |
| JP MORGAN SMART RETIREMENT 2040 R5 |
| JP MORGAN SMART RETIREMENT 2045 R5 |
| JP MORGAN SMART RETIREMENT 2050 R5 |
| JP MORGAN SMART RETIREMENT 2055 R5 |
| PIMCO TOTAL RETURN INSTL FUND |
| VANGUARD INSTITUTIONAL INDEX FUND |
| VANGUARD INFLATION-PROTECTED SECS I |
| VANGUARD FEDERAL MONEY MARKET INV |
| BLACKROCK GLOBAL INVESTMENTS MID CAP EQUITY INDEX K |
| BLACKROCK GLOBAL INVESTMENTS U. S. DEBT INDEX W |
| BLACKROCK GLOBAL INVESTMENTS U. S. RUSSELL 2000 INDEX T1B |
| JPMCB LIQUIDITY FUND STABLE VALUE FUND |
| JPMCB INTERMEDIATE BOND FUND STABLE VALUE FUND |
Investment model portfolios
We provide two types of investment model portfolios for SWISS RE GROUP U.S. EMPLOYEES 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 SWISS RE GROUP U.S. EMPLOYEES SAVINGS PLAN