Investment options of TANGO 401(K) PLAN
Total Available Funds: 33
| Investment Description |
|---|
| Loomis Sayles Small Cap Growth Fund 12,833 shares |
| Victory Sycamore Established Value A 7,048 shares |
| Fidelity Select Software & Computer Portfolio 62,484 shares |
| JP Morgan Emerging Markets Equity 5,484 shares |
| JP Morgan US Value Fund R6 2,679 shares |
| JP Morgan Mid Cap Growth Fund I 4,220 shares |
| Franklin Utilities R6 9,342 shares |
| Fidelity Mid Cap Index 7,437 shares |
| Fidelity International Index 5,826 shares |
| Fidelity 500 Index 11,164 shares |
| Fidelity Select Energy Portfolio 8,224 shares |
| Fidelity Small Cap Index 2,330 shares |
| Fidelity US Bond Index 6,980 shares |
| PGIM Jennison Natural Resources Fund – Class R6 202 shares |
| Fidelity Select Healthcare Portfolio 7,101 shares |
| Fidelity Small Cap Value Fund 1,816 shares |
| Fidelity Puritan Fund Class K 7,826 shares |
| Fidelity Blue Chip Growth K6 Fund 87,609 shares |
| Fidelity Growth Strategies K6 Fund 6,142 shares |
| International EQ R1 10,278 shares |
| GG TRP RD 2015 R1 1,967 shares |
| GG TRP RD 2020 R1 5,118 shares |
| GG TRP RD 2025 R1 57,044 shares |
| GG TRP RD 2030 R1 64,191 shares |
| GG TRP RD 2035 R1 413,437 shares |
| GG TRP RD 2040 R1 100,280 shares |
| GG TRP RD 2045 R1 231,759 shares |
| GG TRP RD 2050 R1 105,504 shares |
| GG TRP RD 2055 R1 96,153 shares |
| GG TRP RD 2060 R1 25,346 shares |
| GG TRP RD 2065 R1 4,076 shares |
| Fidelity Equity Income K6 508 shares |
| Fidelity OTC K6 Portfolio 27,713 shares |
Investment model portfolios
We provide two types of investment model portfolios for TANGO 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 TANGO 401(K) PLAN