Investment options of W.L. GORE and ASSOCIATES INC. 401K PLAN
Total Available Funds: 30
| Investment Description |
|---|
| MUTUAL FUNDS |
| FIDELITY CAPITAL & INCOME |
| FIDELITY OTC K6 |
| FIDELITY BLUE CHIP GROWTH K6 |
| FIDELITY DIVERSIFIED INTERNATIONAL K6 |
| FIDELITY INTERNATIONAL INDEX |
| FIDELITY U.S. BOND INDEX INVESTMENT |
| FIDELITY EXTENDED MARKET INDEX |
| MFS MID CAP VALUE R6 |
| MFS VALUE R6 |
| VANGUARD INFLATION PROTECTED INST |
| PRIMECAP ODYSSEY AGGRESSIVE GROWTH |
| DREIHAUS EMERGING MARKETS GROWTH |
| FIDELITY TOTAL MARKET INDEX |
| LOOMIS SMALL CAP VALUE |
| W. L. GORE & ASSOCIATES, INC. |
| 401(K) PLAN |
| AMERICAN FUNDS 2010 R6 |
| AMERICAN FUNDS 2015 R6 |
| AMERICAN FUNDS 2020 R6 |
| AMERICAN FUNDS 2025 R6 |
| AMERICAN FUNDS 2030 R6 |
| AMERICAN FUNDS 2035 R6 |
| AMERICAN FUNDS 2040 R6 |
| AMERICAN FUNDS 2045 R6 |
| AMERICAN FUNDS 2050 R6 |
| AMERICAN FUNDS 2055 R6 |
| AMERICAN FUNDS 2060 R6 |
| SELF-DIRECTED FUNDS |
| T. ROWE PRICE STABLE VALUE |
Investment model portfolios
We provide two types of investment model portfolios for W.L. GORE and ASSOCIATES INC. 401K 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 W.L. GORE and ASSOCIATES INC. 401K PLAN