Investment options of TORTOISEECOFIN INVESTMENTS 401(K) PLAN
Total Available Funds: 33
| Investment Description |
|---|
| AB SMALL CAP GROWTH PORTFOLIO CLASS K FUND |
| COHEN & STEERS REAL ESTATE SECURITIES FUND |
| DODGE & COX STOCK FUND |
| EATON VANCE ATLANTA CAPITAL SMID-CAP R6 FUND |
| ECOFIN GLOBAL ENERGY TRANSITION FUND |
| ECOFIN GLOBAL RENEWABLES INFRASTRUCTURE FUND |
| ECOFIN SUSTAINABLE WATER INSTITUTIONAL FUND |
| FRANKLIN GROWTH FUND CL R6 FUND |
| INVESCO OPPENHEIMER DEVMKTS R6 FUND |
| JPMORGAN SMARTRETIREMENT BLEND 2020 R6 FUND |
| JPMORGAN SMARTRETIREMENT BLEND 2025 R6 FUND |
| JPMORGAN SMARTRETIREMENT BLEND 2030 R6 FUND |
| JPMORGAN SMARTRETIREMENT BLEND 2035 R6 FUND |
| JPMORGAN SMARTRETIREMENT BLEND 2040 R6 FUND |
| JPMORGAN SMARTRETIREMENT BLEND 2045 R6 FUND |
| JPMORGAN SMARTRETIREMENT BLEND 2050 R6 FUND |
| JPMORGAN SMARTRETIREMENT BLEND 2055 R6 FUND |
| JPMORGAN SMARTRETIREMENT BLEND 2060 R6 FUND |
| JPMORGAN SMARTRETIREMENT BLEND INCOME FUND |
| METROPOLITAN WEST TOTAL RETURN BOND FUND |
| MFS MID CAP VALUE R6 FUND |
| T. ROWE PRICE GLOBAL MULTI-SECTOR BOND FUND |
| T. ROWE PRICE OVERSEAS STOCK FUND |
| TORTOISE MLP & PIPELINE INSTITUTIONAL FUND |
| TORTOISE ENERGY INFRASTRUCTURE AND INCOME FUND |
| UNDISCOVERED MANAGERS BEHAVIORAL VALUE R6 FUND |
| VANGUARD 500 INDEX ADMIRAL FUND |
| VANGUARD MID CAP INDEX ADMIRAL FUND |
| VANGUARD SMALL CAP INDEX ADMIRAL FUND |
| VANGUARD TOTAL INTL STCK INDEX ADMIRAL FUND |
| VANGUARD TOTAL BOND MARKET INDEX ADMIRAL FUND |
| SELF-DIRECTED BROKERAGE ACCOUNT |
| GALLIARD STABLE RETURN FUND C |
Investment model portfolios
We provide two types of investment model portfolios for TORTOISEECOFIN INVESTMENTS 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 TORTOISEECOFIN INVESTMENTS 401(K) PLAN