Investment options of WALBEC GROUP RETIREMENT PLAN
Total Available Funds: 80
| Investment Description |
|---|
| CastleArk Small Company Growth – |
| CastleArk Small Company Growth |
| American Capital Income Builder Fund – |
| American Income Fund of America Class R6 – |
| Baird Core Plus Bond Inst |
| Baird Intermediate Bond Fd Instl |
| Brandywine Global – Global Opportunities Bond Fund – |
| Boston Partners All-Cap Value Fund – |
| Boston Partners All-Cap Value Fund |
| Carillon Reams Core Bond Fund |
| DFA Emerging Markets – |
| Dodge & Cox Income Fund – |
| Federated Ultrashort Bond Fund |
| First Eagle Overseas Fund – |
| Hartford Core Equity Fund-R3 – |
| Invesco Equally Weighted S&P 500 Fund |
| Janus Henderson Enterprise Fund – |
| JP Morgan Mid Cap Value Fund |
| MFS Growth Fund – |
| MFS International |
| Royce Special Equity Fund – |
| Royce Special Equity Fund |
| Vanguard 500 Index Fund – |
| Vanguard 500 Index Fund |
| Vanguard Developed Markets Fund |
| Vanguard Extended Markets Fund |
| Vanguard Inflation – Protected Securities Fund Admiral – |
| Vanguard Mid Cap Index Fund – |
| Vanguard Small Cap Index Fund – |
| Vanguard Target Retirement 2020 Fund – |
| Vanguard Target Retirement 2025 Fund – |
| Vanguard Target Retirement 2030 Fund – |
| Vanguard Target Retirement 2035 Fund – |
| Vanguard Target Retirement 2040 Fund – |
| Vanguard Target Retirement 2045 Fund – |
| Vanguard Target Retirement 2050 Fund $ – |
| Vanguard Target Retirement 2055 Fund – |
| Vanguard Target Retirement 2060 Fund – |
| Vanguard Target Retirement 2065 Fund – |
| Vanguard Target Retirement Income Fund – |
| Rates of 5.25% to 10.50% – |
| American Funds Capital Income Bldr R1 American Funds Capital Income Bldr R1 |
| American Funds Income Fund of Amer R1 American Funds Income Fund of Amer R1 |
| Baird Coree Plus Bond Inst Baird Core Plus Bond Inst |
| Baird Intermediate Bond Instl Baird Intermediate Bond Instl |
| Boston Partners All Cap Value Instl Boston Partners All Cap Value Instl |
| BrandywineGlobal – Global Opportunities Bond Fund FI BrandywineGlobal – Global Opportunities Bond F*u*nd FI |
| Carillon Reams Core Bond Fund Class I Carillon Reams Core Bond Fund Class I |
| Cohen & Steers Realty Income Fund A Cohen & Steers Realty Income Fund A |
| DFA Emerging Markets I DFA Emerging Markets I |
| Dodge & Cox Income Cl I Dodge & Cox Income Cl I |
| Federated Hermes Ultrashort Bond IS Federated Hermes Ultrashort Bond IS |
| First Eagle Overseas Fund R6 First Eagle Overseas Fund R6 |
| Hartford Core Equity Fund R6 Hartford Core Equity Fund R6 |
| Invesco Equity Weighted S&P 500 Fund Invesco Equity Weighted S&P 500 Fund |
| Janus Henderson Enterprise N Janus Henderson Enterprise N |
| JPMorgan Mid Cap Value R6 JPMorgan Mid Cap Value R6 |
| MFS Growth Fund R3 MFS Growth Fund R3 |
| MFS International Diversificaton Inc Instl MFS International Diversificaton Inc Instl |
| MFS International Growth Fund R3 MFS International Growth Fund R3 |
| Royce Small-Cap Special Equity Fund Royce Small-Cap Special Equity Fund |
| Royce Special Equity Fd Royce Special Equity Fd |
| Vanguard 500 Index Admiral Vanguard 500 Index Admiral |
| Vanguard Developed Markets Index Instl Vanguard Developed Markets Index Instl |
| Vanguard Extended Market Index Admiral Vanguard Extended Market Index Admiral |
| Vanguard Inflation-Protected Secs Adm Vanguard Inflation-Protected Secs Adm |
| Vanguard Mid Cap Index Admiral Vanguard Mid Cap Index Admiral |
| Vanguard Small Cap Index Adm Vanguard Small Cap Index Adm |
| Vanguard Target Retirement 2020 Inv Vanguard Target Retirement 2020 Inv |
| Vanguard Target Retirement 2025 Inv Vanguard Target Retirement 2025 Inv |
| Vanguard Target Retirement 2030 Inv Vanguard Target Retirement 2030 Inv |
| Vanguard Target Retirement 2035 Inv Vanguard Target Retirement 2035 Inv |
| Vanguard Target Retirement 2040 Inv Vanguard Target Retirement 2040 Inv |
| Vanguard Target Retirement 2045 Inv Vanguard Target Retirement 2045 Inv |
| Vanguard Target Retirement 2050 Inv Vanguard Target Retirement 2050 Inv |
| Vanguard Target Retirement 2055 Inv Vanguard Target Retirement 2055 Inv |
| Vanguard Target Retirement 2060 Inv Vanguard Target Retirement 2060 Inv |
| Vanguard Target Retirement 2065 Inv Vanguard Target Retirement 2065 Inv |
| Vanguard Target Retirement Income Inv Vanguard Target Retirement Income Inv |
| CastleArk Small Company Growth Fund – Class 1 CastleArk Small Company Growth Fund – |
Investment model portfolios
We provide two types of investment model portfolios for WALBEC GROUP 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 WALBEC GROUP RETIREMENT PLAN