Investment options of THE EQUITY TECHNOLOGY GROUP 401(K) PLAN
Total Available Funds: 28
| Investment Option List |
|---|
| 1RFJTX 99,556.41 |
| 1RRCTX 13,658.59 |
| 1RFDTX 316,209.91 |
| 1RFETX 1,604,793.90 |
| 1RFFTX 886,446.65 |
| 1RFGTX 362,752.58 |
| 1RFHTX 155,185.83 |
| 1RFITX 805,593.18 |
| 1RFKTX 824,734.60 |
| 1RFUTX 384,851.82 |
| 1RERGX 728,673.77 |
| 1RNWGX 362,793.35 |
| 1IHOVX 416,745.74 |
| 1DFGEX 236,957.47 |
| 1VSMAX 717,077.71 |
| 1VMGMX 457,908.26 |
| 1VIMAX 310,813.64 |
| 1VMVAX 581,504.84 |
| 1ACAZX 2,646,147.38 |
| 1PEQSX 584,028.09 |
| 1PRDGX 925,648.85 |
| 1TILIX 813,055.24 |
| 1VTSAX 2,488,373.03 |
| 1VVIAX 497,191.83 |
| 1RLBGX 589,903.22 |
| 1JCBUX 1,418,446.78 |
| 1GWGIF 1.700 659,378.91 |
| FORFEITURES 0.00 |
Investment model portfolios
We provide two types of investment model portfolios for THE EQUITY TECHNOLOGY GROUP 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 THE EQUITY TECHNOLOGY GROUP 401(K) PLAN