Investment options of TWO LABS MARKETING LLC 401(K) AND PROFIT SHARING PLAN
Total Available Funds: 32
| Investment Description |
|---|
| AQR LARGE CAP DEFENSIVE SLYFS FUND - R6 |
| BAIRD AGGREGATE BOND FUND - INST |
| BROWN CAPITAL MANAGEMENT INTERNATIONAL SMAIT COMPANY FUND - INST |
| BROWN CAPITAL MANAGEMENT SMALL COMPANY FUND - INST |
| INVESCO INVES CO OPPENTIEIMER DEVELOPING MAFHET FUND - R6 |
| OAKMARFC INTERNATIONAL FUND - INST |
| PFMCO PIMCO COMMODITY REAL ESTATE RETURN STRATEGY FUND - INST |
| PIMCO PIWCO INCOME FUND - INST |
| PIMCO PIMCO REEL RELUM FUND - INST |
| ODYSSEY FUNDS PRTMECAP ODYSSEY AGGRESSIVE GROWTH FUND |
| T. ROWE PRICE VATUE FUND - I |
| J. P. MORGAN ASSET MANAGEMENT UNDISCOVERED MANAGERS BEHAVIORAL VALUA FUND |
| VANGUARD REAL ESTATE INDEX FUND - ADM |
| VANGUARD SELECTED VALUE FUND - INV |
| VANGUARD TARGET RETIREMENT INCOME FUND - INV |
| VANGUARD TARGET RELIFEMENT 2015 FUND - INV |
| VANGUARD TARGET REGREMERIT 2020 FUND - INV |
| VANGUARD TARGET RETIREMENT 2025 FUND - INV |
| VANGUARD TARGET RETIREMENT 2030 FUND - INV |
| VANGUARD TARGET RETIREMENT 2035 FUND - INV |
| VANGUARD TARGET RETIREMENT 2040 FUND - INV |
| VANGUARD TARGET RETIREMENT 2045 FUND - INV |
| VANGUARD TOTAL STOCK MARKET INDEX FUND - ADM |
| WCM INVESTMENT MANAGEMENT WCM FOCUSED INTERNATIONAL GROWTH FUND - INST |
| BLACKROCK EQUITY INDEX FUND R |
| BLACKROCK MID CAP EQUITY INDEX FUND R |
| BLACKROCK MSCI ACWI EX-U. S. INDEX FUND R |
| BLACKROCK RUSSEL 2000 INDEX FUND R |
| BLACKROCK U. S. DEBT INDEX FUND R |
| CLEAIBFIDGE LAFGE CAP GROWUI FUND R1 |
| PGIM TOTAL RETURN BOND FUND C1T R |
| RELIANCE TNIST CO STABLE VALUE FUND - MELLIFE GAC SERIES 25053 - CLASS |
Investment model portfolios
We provide two types of investment model portfolios for TWO LABS MARKETING LLC 401(K) AND PROFIT SHARING 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 TWO LABS MARKETING LLC 401(K) AND PROFIT SHARING PLAN