Investment options of TRADESTATION GROUP, INC. EMPLOYEE SAVINGS RETIREMENT PLAN
Total Available Funds: 21
| Investment Description |
|---|
| FIDELITY INVESTMENTS FIDELITY S&P 500 INDEX FUND |
| FIDELITY INVESTMENTS FIDELITY BLUE CHIP GROWTH FUND - CLASS K |
| FIDELITY INVESTMENTS FIDELITY MANAGED INCOME PORTFOLIO - CLASS 1 FUND |
| FIDELITY INVESTMENTS FIDELITY LOW-PRICED STOCK FUND - CLASS K |
| FIDELITY INVESTMENTS FIDELITY PURITAN FUND - CLASS K |
| PIMCO PIMCO STOCKSPLUS FUND |
| FIDELITY INVESTMENTS FIDELITY U.S. BOND INDEX FUND |
| FIDELITY INVESTMENTS FIDELITY SMALL CAP VALUE FUND |
| WELLS FARGO WELLS FARGO CORE BOND INSTITUTIONAL FUND |
| FIDELITY INVESTMENTS FIDELITY TOTAL MARKET INDEX FUND |
| DELAWARE FUNDS DELAWARE EMERGING MARKETS FUND CLASS R6 |
| BLACKROCK BLACKROCK HIGH YIELD BOND FUND |
| FIDELITY INVESTMENTS FIDELITY INTERNATIONAL INDEX FUND |
| JOHN HANCOCK JOHN HANCOCK FUNDS DISCIPLINED VALUE MID CAP FUND - CLASS I |
| MUTUALFIRST FINANCIAL INC. MFS INTERNATIONAL VALUE FUND |
| VRS FUNDS VICTORY RS SMALL CAP GROWTH FUND - CLASS Y |
| PRINCIPAL FUNDS PRINCIPAL LIFETIME HYBRID 2020 R6 FUND |
| FIDELITY INVESTMENTS FIDELITY STRATEGIC INCOME FUND |
| FIDELITY INVESTMENTS FIDELITY REAL ESTATE INVESTMENT FUND |
| FIDELITY INVESTMENTS FIDELITY NEW MARKETS INCOME FUND |
| PRINCIPAL FUNDS PRINCIPAL LIFETIME HYBRID 2060 R6 FUND |
Investment model portfolios
We provide two types of investment model portfolios for TRADESTATION GROUP, INC. EMPLOYEE SAVINGS RETIREMENT 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 TRADESTATION GROUP, INC. EMPLOYEE SAVINGS RETIREMENT PLAN