Investment options of WEBER GALLAGHER SIMPSON STAPLETON FIRES & NEWBY, LLP RET
Total Available Funds: 54
| Investment Description |
|---|
| Vanguard Federal Mm Inv |
| American Funds New World R6 |
| BR Health Sciences Opps K |
| Carillon Eagle Mid Cap Grth R |
| Janus Henderson Balanced Fund |
| JPMorgan Equity Income Fund R |
| MFS Intl Diversification R6 |
| T. Rowe Price Retirement 2020 I |
| T. Rowe Price Retirement 2025 I |
| T. Rowe Price Retirement 2030 I |
| T. Rowe Price Retirement 2035 I |
| T. Rowe Price Retirement 2040 I |
| T. Rowe Price Retirement 2045 I |
| T. Rowe Price Retirement 2050 I |
| T. Rowe Price Retirement 2055 I |
| T. Rowe Price Retirement 2060 I |
| T. Rowe Price Retirement 2065 I |
| T. Rowe Price Capital Appreciation |
| Vanguard Tot Stk Mkt Idx – Admira |
| Vanguard 500 Index Fund – Adm |
| Vanguard Dev Mkt Index Admira |
| Vanguard Explorer Admin |
| Vanguard FTSE Social Index Ad |
| Vanguard Growth Index Fund Ad |
| Vanguard Info Tech Idx Admira |
| Vanguard Intermediate Term Bo |
| Vanguard Materials Index Adm |
| Vanguard Mid Cap Index – Adm |
| Vanguard Small Cap Index Admr |
| Victory Established Value R6 |
| Victory Rs Global Fund R6 |
| (Form 5500) |
| (6) Net investment gain (loss) from common/collective trusts …………………… 2b |
| VANGUARD INFO TECH IDX ADMIRAL |
| VANGUARD FTSE SOCIAL INDEX ADM |
| TRP RETIREMENT 2045 I |
| TRP RETIREMENT 2020 I |
| TRP CAPITAL APPRECIATION |
| JPMORGAN EQUITY INCOME FUND R6 |
| VANGUARD DEV MKT INDEX ADMIRAL |
| VANGUARD SMALL CAP INDEX ADMRL |
| JANUS HENDERSONBALANCED FUND I |
| TRP RETIREMENT 2050 I |
| TRP RETIREMENT 2035 I |
| TRP RETIREMENT 2065 I |
| TRP RETIREMENT 2025 I |
| TRP RETIREMENT 2060 I |
| TRP RETIREMENT 2055 I |
| VANGUARD INTERMEDIATE TERM BON |
| TRP RETIREMENT 2040 I |
| VANG TOT STK MKT IDX – ADMIRAL |
| TRP RETIREMENT 2030 I |
| VANGUARD GROWTH INDEX FUND ADM |
| CARILLON EAGLE MID CAP GRTH R6 |
Investment model portfolios
We provide two types of investment model portfolios for WEBER GALLAGHER SIMPSON STAPLETON FIRES & NEWBY, LLP RET 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 WEBER GALLAGHER SIMPSON STAPLETON FIRES & NEWBY, LLP RET