Investment options of TENNECO 401(K) INVESTMENT PLAN
Total Available Funds: 25
Investment Description |
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VANGUARD WINDSOR II FUND |
AMERICAN FUNDS EUROPACIFIC GROWTH FUND CLASS R-6 |
FIDELITY GOVERNMENT MONEY MARKET FUND |
FIDELITY TOTAL BOND K6 FUND |
T. ROWE PRICE SMALL-CAP VALUE FUND I CLASS |
VANGUARD TARGET RETIREMENT INCOME TRUST PLUS COLLECTIVE TRUST FUND |
VANGUARD TARGET RETIREMENT 2020 TRUST PLUS COLLECTIVE TRUST FUND |
VANGUARD TARGET RETIREMENT 2025 TRUST PLUS COLLECTIVE TRUST FUND |
VANGUARD TARGET RETIREMENT 2030 TRUST PLUS COLLECTIVE TRUST FUND |
VANGUARD TARGET RETIREMENT 2035 TRUST PLUS COLLECTIVE TRUST FUND |
VANGUARD TARGET RETIREMENT 2040 TRUST PLUS COLLECTIVE TRUST FUND |
VANGUARD TARGET RETIREMENT 2045 TRUST PLUS COLLECTIVE TRUST FUND |
VANGUARD TARGET RETIREMENT 2050 TRUST PLUS COLLECTIVE TRUST FUND |
VANGUARD TARGET RETIREMENT 2055 TRUST PLUS COLLECTIVE TRUST FUND |
VANGUARD TARGET RETIREMENT 2060 TRUST PLUS COLLECTIVE TRUST FUND |
VANGUARD TARGET RETIREMENT 2065 TRUST PLUS COLLECTIVE TRUST FUND |
VANGUARD TARGET RETIREMENT 2070 TRUST PLUS COLLECTIVE TRUST FUND |
AB US LARGE CAP GROWTH CIT (W SERIES) FEE CLASS P-1 |
STATE STREET GLOBAL ALL CAP EQUITY EX U. S. INDEX FUND, I |
STATE STREET RUSSELL SMALL CAP INDEX FUND, II |
STATE STREET S&P 500 INDEX FUND, II |
STATE STREET S&P MID-CAP INDEX FUND, XIV |
STATE STREET U. S. BOND INDEX FUND, XIV |
PUTNAM STABLE VALUE FUND 15 |
MELLON STABLE VALUE FUND L |
Investment model portfolios
We provide two types of investment model portfolios for TENNECO 401(K) INVESTMENT 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 TENNECO 401(K) INVESTMENT PLAN