Investment options of TELEDYNE TECHNOLOGIES INCORPORATED 401K PLAN
Total Available Funds: 31
| Investment Description |
|---|
| Fidelity Value Fund Class K |
| Fidelity Inflation-Protected Bond |
| Fidelity Freedom Blend Income Commingled Pool Class S |
| Fidelity Freedom Blend 2010 Commingled Pool Class S |
| Fidelity Freedom Blend 2015 Commingled Pool Class S |
| Fidelity Freedom Blend 2020 Commingled Pool Class S |
| Fidelity Freedom Blend 2025 Commingled Pool Class S |
| Fidelity Freedom Blend 2030 Commingled Pool Class S |
| Fidelity Freedom Blend 2035 Commingled Pool Class S |
| Fidelity Freedom Blend 2040 Commingled Pool Class S |
| Fidelity Freedom Blend 2045 Commingled Pool Class S |
| Fidelity Freedom Blend 2050 Commingled Pool Class S |
| Fidelity Freedom Blend 2055 Commingled Pool Class S |
| Fidelity Freedom Blend 2060 Commingled Pool Class S |
| Fidelity Freedom Blend 2065 Commingled Pool Class S |
| Fidelity U.S. Bond |
| Fidelity Managed Income Portfolio Class |
| Fidelity Diversified International Commingled Pool Class A |
| Fidelity Mid-Cap Stock Commingled Pool Class A |
| Fidelity Growth Company Commingled Pool Class D |
| Allspring Emerging Markets Equity CIT E1 |
| American Beacon Small Cap Value Fund Clas R5 |
| Invesco Growth and Income R6 |
| Janus Henderson Triton Fund Class N |
| Loomis Sayles Core Plus Fixed Income Trust Class C |
| Eaton Vance Income Fund of Boston Class R6 |
| Geode Capital Management Trust Company Spartan 500 Index Pool Class E |
| Geode Capital Management Trust Company Spartan Global ex US Index Pool Class E |
| Geode Capital Management Trust Company Spartan Extended Market Index Pool Class E |
| Geode Capital Management Trust Company Spartan Small Cap Index Pool Class E |
| Teledyne Technologies Incorporated Common Stock Fund, 201,142 shares |
Investment model portfolios
We provide two types of investment model portfolios for TELEDYNE TECHNOLOGIES INCORPORATED 401K 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 TELEDYNE TECHNOLOGIES INCORPORATED 401K PLAN