Investment options of ALEXANDRIA REAL ESTATE EQUITIES, INC. 401(K) PROFIT SHARING PLAN
Total Available Funds: 42
| Investment Description |
|---|
| FIDELITY SELF-DIRECTED ACCOUNTS VARIOUS |
| FIDELITY ADVISOR FREEDOM INCOME FUND ASSET ALLOCATION MUTUAL FUND |
| FIDELITY ADVISOR FREEDOM 2005 FUND ASSET ALLOCATION MUTUAL FUND |
| FIDELITY ADVISOR FREEDOM 2015 FUND ASSET ALLOCATION MUTUAL FUND |
| FIDELITY ADVISOR FREEDOM 2020 FUND ASSET ALLOCATION MUTUAL FUND |
| FIDELITY ADVISOR FREEDOM 2025 FUND ASSET ALLOCATION MUTUAL FUND |
| FIDELITY ADVISOR FREEDOM 2030 FUND ASSET ALLOCATION MUTUAL FUND |
| FIDELITY ADVISOR FREEDOM 2035 FUND ASSET ALLOCATION MUTUAL FUND |
| FIDELITY ADVISOR FREEDOM 2040 FUND ASSET ALLOCATION MUTUAL FUND |
| FIDELITY ADVISOR FREEDOM 2045 FUND ASSET ALLOCATION MUTUAL FUND |
| FIDELITY ADVISOR FREEDOM 2050 FUND ASSET ALLOCATION MUTUAL FUND |
| FIDELITY ADVISOR FREEDOM 2055 FUND ASSET ALLOCATION MUTUAL FUND |
| FIDELITY ADVISOR FREEDOM 2060 FUND ASSET ALLOCATION MUTUAL FUND |
| FIDELITY ADVISOR FREEDOM 2065 FUND ASSET ALLOCATION MUTUAL FUND |
| FIDELITY GOVERNMENT MONEY MARKET FUND MONEY MARKET MUTUAL FUND |
| BALANCED ESG FUND COLLECTIVE INVESTMENT TRUST |
| STABLE VALUE FUND COLLECTIVE INVESTMENT TRUST |
| PIMCO STABLE INCOME FUND COLLECTIVE INVESTMENT TRUST |
| INVESCO EQV EUROPEAN EQUITY FUND MUTUAL FUND |
| COLUMBIA DIVIDEND INCOME FUND MUTUAL FUND |
| BLACKROCK HEALTH SCIENCES OPPORTUNITIES FUND MUTUAL FUND |
| PGIM JENNISON MID-CAP GROWTH FUND MUTUAL FUND |
| BLACKROCK NATURAL RESOURCES FUND MUTUAL FUND |
| BLACKROCK HIGH YIELD BOND FUND MUTUAL FUND |
| EATON VANCE FLOATING - RATE FUND MUTUAL FUND |
| INVESCO DEVELOPING MARKETS FUND MUTUAL FUND |
| AMERICAN FUNDS THE GROWTH FUND OF AMERICA MUTUAL FUND |
| PIMCO REAL RETURN FUND MUTUAL FUND |
| CLEARBRIDGE APPRECIATION FUND MUTUAL FUND |
| MFS INTERNATIONAL INTRINSIC VALUE FUND MUTUAL FUND |
| MFS TOTAL RETURN FUND MUTUAL FUND |
| MFS UTILITIES FUND MUTUAL FUND |
| JANUS HENDERSON TRITON FUND MUTUAL FUND |
| MFS GROWTH ALLOCATION FUND MUTUAL FUND |
| FIRST EAGLE GOLD FUND MUTUAL FUND |
| COLUMBIA GLOBAL TECHNOLOGY GROWTH FUND MUTUAL FUND |
| LOOMIS SAYLES CORE PLUS BOND FUND MUTUAL FUND |
| FEDERATED HERMES SHORT-INTERMEDIATE TOTAL RETURN BOND FUND MUTUAL FUND |
| GOLDMAN SACHS SMALL CAP VALUE INSIGHTS FUND MUTUAL FUND |
| FIDELITY 500 INDEX FUND MUTUAL FUND |
| FIDELITY MID CAP INDEX FUND MUTUAL FUND |
| FIDELITY SMALL CAP INDEX FUND MUTUAL FUND |
Investment model portfolios
We provide two types of investment model portfolios for ALEXANDRIA REAL ESTATE EQUITIES, INC. 401(K) PROFIT SHARING 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 ALEXANDRIA REAL ESTATE EQUITIES, INC. 401(K) PROFIT SHARING PLAN