Investment options of BUTLER MACHINERY COMPANY RETIREMENT PLAN
Total Available Funds: 28
| Investment Description |
|---|
| DODGE & COX INTERNATIONAL STOCK MUTUAL FUND |
| T ROWE PRICE RETIRE 2005 FUND COLLECTIVE TRUST FUND |
| T ROWE PRICE RETIRE 2010 FUND COLLECTIVE TRUST FUND |
| T ROWE PRICE RETIRE 2015 FUND COLLECTIVE TRUST FUND |
| T ROWE PRICE RETIRE 2020 FUND COLLECTIVE TRUST FUND |
| T ROWE PRICE RETIRE 2025 FUND COLLECTIVE TRUST FUND |
| T ROWE PRICE RETIRE 2030 FUND COLLECTIVE TRUST FUND |
| T ROWE PRICE RETIRE 2035 FUND COLLECTIVE TRUST FUND |
| T ROWE PRICE RETIRE 2040 FUND COLLECTIVE TRUST FUND |
| T ROWE PRICE RETIRE 2045 FUND COLLECTIVE TRUST FUND |
| T ROWE PRICE RETIRE 2050 FUND COLLECTIVE TRUST FUND |
| T ROWE PRICE RETIRE 2055 FUND COLLECTIVE TRUST FUND |
| T ROWE PRICE RETIRE 2060 FUND COLLECTIVE TRUST FUND |
| T ROWE PRICE RETIRE 2065 FUND COLLECTIVE TRUST FUND |
| VANGUARD SHORT TERM FED ADML MUTUAL FUND |
| T ROWE PRICE RETIRE BALANCED FUND COLLECTIVE TRUST FUND |
| FIDELITY LOW PRICED STOCK FUND MUTUAL FUND |
| VANGUARD 500 INDEX, ADMIRAL MUTUAL FUND |
| DODGE AND COX INCOME MUTUAL FUND |
| MID-CAP GROWTH MUTUAL FUND |
| CAPITAL APPRECIATION FUND MUTUAL FUND |
| VANGUARD TOTAL INT STOCK INDEX - ADMIRAL MUTUAL FUND |
| HEALTH SCIENCES FUND MUTUAL FUND |
| COHEN AND STEERS REAL ESTATE SEC 1 MUTUAL FUND |
| VANGUARD MID-CAP IND - ADMIRAL MUTUAL FUND |
| VANGUARD SMALL-CAP IND - ADMIRAL MUTUAL FUND |
| SELF DIRECTED BROKERAGE ACCOUNT VARIOUS |
| T ROWE PRICE STABLE VALUE FUND N STABLE VALUE COLLECTIVE TRUST FUND |
Investment model portfolios
We provide two types of investment model portfolios for BUTLER MACHINERY COMPANY RETIREMENT 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 BUTLER MACHINERY COMPANY RETIREMENT PLAN