Investment options of COATUE MANAGEMENT, LLC 401(K) PLAN
Total Available Funds: 25
| Investment Description |
|---|
| BlackRock High Yield Bond Portfolio |
| JP Morgan Government Bond R6 Fund |
| Vanguard Total Bond Market Index Fund |
| Calamos Market Neutral Income A Fund |
| JP Morgan Mid Cap Value L Fund |
| JP Morgan US Equity R6 Fund |
| Fidelity Inflation-Protected Bond Index Fund |
| AB LP Global Bond Z Fund |
| Vanguard Total International Stock Index Fund |
| Vanguard Mid Cap Index Admiral Fund |
| Vanguard Small-Cap Index Fund |
| Vanguard 500 Index Admiral Fund |
| TIAA-CREF M-Cap Eq Inst Fund |
| MFS Technology R6 Fund |
| Great Gray Trust Company Core PI BD FD Fee Class I1 |
| Great Gray Trust Company Mid Cap Growth I1 Fund |
| Great Gray Trust Company Small Cap Value II I1 Fund |
| Great Gray Trust Company Emerging Markets I1 Fund |
| Great Gray Trust Company Large Cap Growth Fund III Class I1 |
| Invesco National Trust Co Invesco International Small-Mid Cap Trust Class B1 CIT |
| Great Gray Trust Company International Equity I1 Fund |
| flexPATH Strategies Large Cap Value III I1 Fund |
| Principal Life Insurance Company Real Estate Securities Separate Account-Z |
| Guaranteed Investment Contract |
| Principal Life Insurance Company Fixed Income Guaranteed Option |
Investment model portfolios
We provide two types of investment model portfolios for COATUE MANAGEMENT, LLC 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 COATUE MANAGEMENT, LLC 401(K) PLAN