Investment options of AEGIS AEROSPACE, INC. 401K PLAN
Total Available Funds: 30
| Investment Description |
|---|
| FIAM BLEND TARGET DATE 2030 COMMINGLED POOL CLASS V |
| FIAM BLEND TARGET DATE 2040 COMMINGLED POOL CLASS V |
| FIAM BLEND TARGET DATE 2050 COMMINGLED POOL CLASS V |
| FIAM BLEND TARGET DATE 2025 COMMINGLED POOL CLASS V |
| FIAM BLEND TARGET DATE 2035 COMMINGLED POOL CLASS V |
| FIAM BLEND TARGET DATE 2045 COMMINGLED POOL CLASS V |
| FIAM BLEND TARGET DATE 2020 COMMINGLED POOL CLASS V |
| FIAM BLEND TARGET DATE 2015 COMMINGLED POOL CLASS V |
| FIAM BLEND TARGET DATE 2055 COMMINGLED POOL CLASS V |
| FIAM BLEND TARGET DATE INCOME COMMINGLED POOL CLASS V |
| FIAM BLEND TARGET DATE 2060 COMMINGLED POOL CLASS V |
| FIAM BLEND TARGET DATE 2010 COMMINGLED POOL CLASS V |
| FIAM BLEND TARGET DATE 2005 COMMINGLED POOL CLASS V |
| FIDELITY CONTRAFUND CLASS K |
| FIDELITY 500 INDEX FUND - FIDELITY ADVANTAGE CLASS |
| FIDELITY EXTENDED MARKET INDEX FUND PREMIUM CLASS |
| FIDELITY BALANCED K |
| PIF SMALL CAP R6 |
| T. ROWE PRICE DIVIDEND GROWTH I |
| FIDELITY CAPITAL & INCOME FUND |
| FIDELITY OVERSEAS FUND - CLASS K |
| PUTNAM LARGE CAP VALUE FUND CLASS R6 |
| FIDELITY GOVERNMENT MONEY MARKET FUND |
| FIDELITY GOVERNMENT INCOME FUND |
| BAIRD CORE PLUS BOND FUND CLASS INSTITUTIONAL |
| FIDELITY INTERMEDIATE TREASURY BOND INDEX FUND |
| DFA U.S. SUSTAINABILITY CORE 1 PORTFOLIO |
| FIDELITY GLOBAL EX U.S. INDEX FUND |
| ALLSPRING EMERGING MARKETS EQUITY FUND |
| PEAR TREE POLARIS FOREIGN VALUE FUND CLASS R6 |
Investment model portfolios
We provide two types of investment model portfolios for AEGIS AEROSPACE, 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 AEGIS AEROSPACE, INC. 401K PLAN