Investment options of ZETA GLOBAL CORP 401K PLAN
Total Available Funds: 31
| Investment Description |
|---|
| Fidelity Investments 500 Index $ – |
| Fidelity Investments Blue Chip Growth K6 – |
| Fidelity Investments Freedom 2010 K6 – |
| Fidelity Investments Freedom 2015 K6 – |
| Fidelity Investments Freedom 2020 K6 – |
| Fidelity Investments Freedom 2025 K6 – |
| Fidelity Investments Freedom 2030 K6 – |
| Fidelity Investments Freedom 2035 K6 – |
| Fidelity Investments Freedom 2040 K6 – |
| Fidelity Investments Freedom 2045 K6 – |
| Fidelity Investments Freedom 2050 K6 – |
| Fidelity Investments Freedom 2055 K6 – |
| Fidelity Investments Freedom 2060 K6 – |
| Fidelity Investments Freedom 2065 K6 – |
| Fidelity Investments Freedom Income K6 – |
| Fidelity Investments Global Ex-U.S. Index – |
| Fidelity Investments Mid Cap Index – |
| Fidelity Investments Small Cap Index – |
| Fidelity Investments Strategic Bond Index – |
| Fidelity Investments Strategic Income – |
| Fidelity Investments U.S. Bond Index – |
| American Century Sustainable Equity Investor Class – |
| American Funds Europacific Growth R6 – |
| American Funds Moderate Growth & Income R6 – |
| American Funds New World R6 – |
| Janus Henderson Enterprise Class N – |
| JP Morgan Equity Income R6 – |
| MainStay MacKay High Yield Corporate Bond R6 – |
| Mass Mutual Small Cap Growth Equity I – |
| MFS Mid Cap Value R6 – |
| Notes receivable from participants ranging from 4.25% to 9.50% – |
Investment model portfolios
We provide two types of investment model portfolios for ZETA GLOBAL CORP 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 ZETA GLOBAL CORP 401K PLAN