Investment options of TREELINE BIOSCIENCES 401(K) PLAN
Total Available Funds: 30
| Investment Option List |
|---|
| Fidelity Freedom Index 2045 IPR 91,124 (FFFGX) |
| Fidelity Freedom Index 2055 IPR 87,169 (FDEWX) |
| Fidelity Freedom Index 2050 IPR 69,249 (FFFHX) |
| Fidelity Freedom Index 2040 IPR 35,911 (FFFFX) |
| Fidelity Mid Cap Index Fund 16,838 (FIIMX) |
| Fidelity International Capital Appreciation K6 31,180 (FIVFX) |
| Fidelity Freedom Index 2035 IPR 17,086 (FFTHX) |
| Fidelity International Index 7,755 (FDIVX) |
| DFA US Targeted Value I 10,591 |
| Fidelity US Bond Index 34,103 |
| Fidelity Freedom Index 2060 IPR 17,180 (FDKNX) |
| Fidelity Small Cap Index 10,961 (FSISX) |
| JPMorgan Large Cap Growth Fund R6 3,226 (SEEGX) |
| American Funds New World R6 1,728 (HVWBX) |
| Janus Henderson Global Equity Income Fund N 13,503 (HFQDX) |
| Fidelity Freedom Index 2065 IPR 4,684 (FAXDX) |
| ClearBridge Small Cap Growth IS 1,389 (SBPYX) |
| Fidelity Investment Grade Bond Fund 5,307 (FBNDX) |
| Hartford Dividend and Growth Fund R6 871 (HDGYX) |
| AF Balanced R6 660 |
| BlackRock High Yield Bond Portfolio K 2,539 (BHYIX) |
| MFS Mid Cap Value R6 552 (MCVIX) |
| JPMorgan Core Plus Bond Fund R6 1,837 (JCPUX) |
| Fidelity Freedom Index 2020 IPR 558 (FFFDX) |
| Vanguard Inflation Protected Securities ADM 186 (VIPSX) |
| MFS Mid Cap Growth R6 96 (OTCIX) |
| PIMCO International Bond USD Holding 296 |
| Pioneer Strategic Income Fund K 183 (STIZX) |
| Fidelity Freedom Index 2010 IPR 9 (FFFCX) |
| Fidelity Freedom Index 2015 IPR 9 (FFVFX) |
Investment model portfolios
We provide two types of investment model portfolios for TREELINE BIOSCIENCES 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 TREELINE BIOSCIENCES 401(K) PLAN