Investment options of VEVO 401(K) PLAN
Total Available Funds: 32
| Investment Description |
|---|
| Capital Research and Mgmt Co American Funds 2010 Target Date Retirement R6 Fund |
| Capital Research and Mgmt Co American Funds 2015 Target Date Retirement R6 Fund |
| Capital Research and Mgmt Co American Funds 2020 Target Date Retirement R6 Fund |
| Capital Research and Mgmt Co American Funds 2025 Target Date Retirement R6 Fund |
| Capital Research and Mgmt Co American Funds 2030 Target Date Retirement R6 Fund |
| Capital Research and Mgmt Co American Funds 2035 Target Date Retirement R6 Fund |
| Capital Research and Mgmt Co American Funds 2040 Target Date Retirement R6 Fund |
| Capital Research and Mgmt Co American Funds 2045 Target Date Retirement R6 Fund |
| Capital Research and Mgmt Co American Funds 2050 Target Date Retirement R6 Fund |
| Capital Research and Mgmt Co American Funds 2055 Target Date Retirement R6 Fund |
| Capital Research and Mgmt Co American Funds 2060 Target Date Retirement R6 Fund |
| Capital Research and Mgmt Co American Funds 2065 Target Date Retirement R6 Fund |
| Capital Research and Mgmt Co American Funds New World R6 Fund |
| Capital Research and Mgmt Co American Funds® Retirement Income Portfolio – Conservative R6 Fund |
| Dimensional Fund Advisors DFA Inflation Protected Securities I Fund |
| Fidelity Management & Research Fidelity 500 Index Fund |
| John Hancock Advisors, LLC John Hancock Disciplined Value Mid Cap R6 Fund |
| John Hancock Advisors, LLC John Hancock Bond R6 Fund |
| MFS Investment Management MFS Mid-Cap Growth R6 Fund |
| T. Rowe Price Associates, Inc. T. Rowe Price Global Stock I Fund |
| T. Rowe Price Associates, Inc. T. Rowe Price International Disciplined Equity I Fund |
| T. Rowe Price Associates, Inc. T. Rowe Price Large Cap Growth I Fund |
| Vanguard Group Vanguard High-Yield Corporate Adm Fund |
| Vanguard Group Vanguard Intermediate-Term Bond Index Admiral Fund |
| Vanguard Group Vanguard International Growth Admiral Fund |
| Vanguard Group Vanguard International Value Inv Fund |
| Vanguard Group Vanguard Mid Cap Index Admiral Fund |
| Vanguard Group Vanguard Small Cap Index Admiral Fund |
| Vanguard Group Vanguard Small Cap Value Index Admiral Fund |
| Vanguard Group Vanguard Value Index Admiral Fund |
| Principal (1) Principal Fixed Income Guaranteed Option |
| through September, 2029) (1) |
Investment model portfolios
We provide two types of investment model portfolios for VEVO 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 VEVO 401(K) PLAN