Investment options of ZOOMINFO 401(K) PLAN
Total Available Funds: 36
| Investment Description |
|---|
| Fidelity Freedom Index 2055 Fund Institutional N/R |
| Fidelity Freedom Index 2050 Fund Institutional N/R |
| Vanguard 500 Index Fund Admiral Shares N/R |
| Fidelity Freedom Index 2060 Fund Institutional N/R |
| Fidelity Freedom Index 2045 Fund Institutional N/R |
| JPMorgan Large Cap Growth Fund Class R6 N/R |
| Fidelity Freedom Index 2040 Fund Institutional N/R |
| Fidelity Freedom Index 2035 Fund Institutional N/R |
| Fidelity Freedom Index 2065 Fund Institutional N/R |
| Fidelity Freedom Index 2030 Fund Institutional N/R |
| Vanguard Mid-Cap Index Fund Admiral Shares N/R |
| Vanguard Small Cap Index Fund Admiral Shares N/R |
| Vanguard Intermediate-Term Bond Index Fund N/R |
| BlackRock Sustainable Advantage Large Cap Core N/R |
| Vanguard Developed Markets Index Fund Admiral N/R |
| Macquarie Macquarie Mid Cap Growth R6 N/R |
| Allspring Special Mid Cap Value Fund – Class R6 N/R |
| American Funds New Perspective Fund Class R-6 N/R |
| American Funds New World R6 N/R |
| Fidelity Freedom Index 2025 Fund Institutional N/R |
| Congress Asset Management The Congress Small Cap Growth IS N/R |
| PIMCO Income Fund Institutional Class N/R |
| Franklin Small Cap Value Fund Class R6 N/R |
| American Funds American Balanced Fund Class R-6 N/R |
| American Funds Inflation Linked Bond Fund Class R-6 N/R |
| Fidelity Freedom Index 2020 Fund Institutional N/R |
| Fidelity Freedom Index 2010 Fund Institutional N/R |
| Putnam Convertible Securities Fund Class R6 N/R |
| Calamos Market Neutral Income Class R6 N/R |
| 1919 Investment Counsel 1919 Socially Responsive Balanced I N/R |
| Fidelity Freedom Index Income Fund N/R |
| Fidelity Freedom Index 2015 Fund Institutional N/R |
| MFS International Growth Fund N/R |
| MFS Large Cap Value Fund N/R |
| Western Asset Core Bond CIT Unit Class R2 N/R |
| through July |
Investment model portfolios
We provide two types of investment model portfolios for ZOOMINFO 401(K) 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 ZOOMINFO 401(K) PLAN