Investment options of WORLD WILDLIFE FUND, INC. TAX DEFERRED PENSION PLAN
Total Available Funds: 25
| Investment Description |
|---|
| AMERICAN FUNDS AM FDS EUROPACIFIC GRTH R6 FD |
| AMERICAN FUNDS SERVICE COMPANY AM FDS TRGT DTE RTM 2010 R6 FD |
| AMERICAN FUNDS SERVICE COMPANY AM FDS TRGT DTE RTM 2015 R6 FD |
| AMERICAN FUNDS SERVICE COMPANY AM FDS TRGT DTE RTM 2020 R6 FD |
| AMERICAN FUNDS SERVICE COMPANY AM FDS TRGT DTE RTM 2025 R6 FD |
| AMERICAN FUNDS SERVICE COMPANY AM FDS TRGT DTE RTM 2030 R6 FD |
| AMERICAN FUNDS SERVICE COMPANY AM FDS TRGT DTE RTM 2035 R6 |
| AMERICAN CENTURY INVES |
| BARON ASSET INSTL FUND |
| CALVERT FUNDS CALVERT CONS ALLOCATION I FUND |
| CALVERT FUNDS CALVERT EQUITY I FUND |
| CALVERT FUNDS CALVERT GRTH ALLOCATION I FUND |
| CALVERT FUNDS CALVERT MOD ALLOCATION I FUND |
| DODGE AND COX FUNDS DODGE & COX INCOME I |
| DIMENSIONAL FUND ADVISORS DFA INTL SUST C |
| FIDELITY INVESTMENTS FIDELITY |
| MFS INVESTMENT MANAGEMENT MFS RESEARCH R6 FUND |
| MFS INVESTMENT MANAGEMENT MFS VALUE R6 FUND |
| PARNASSUS PARNASSUS MID CAP INST FUND |
| PIONEER SELECT MID CAP GR K FD |
| PRINCIPAL FUNDS INC PRIN MIDCAP VALUE I R6 |
| PRINCIPAL FUNDS INC PRIN RE SECS R6 |
| PGIM INVESTMENTS PGIM JENNISON SMALL C |
| T. ROWE PRICE FUNDS T. ROWE P |
| TIAA INVESTMENTS |
Investment model portfolios
We provide two types of investment model portfolios for WORLD WILDLIFE FUND, INC. TAX DEFERRED PENSION 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 WORLD WILDLIFE FUND, INC. TAX DEFERRED PENSION PLAN