Investment options of GREEN THUMB INTERNATIONAL INC PROFIT SHARING PLAN 401(K)-II
Total Available Funds: 35
| Investment Description |
|---|
| ALLSPRING INVESTMENT |
| ALLSPRING SPECIAL MID-CAP VALUE FUND INSTITUTIONAL |
| AMERICAN FUNDS 2015 TARGET DATE RETIRE FUND R6 |
| AMERICAN FUNDS 2020 TARGET DATE RETIRE FUND R6 |
| AMERICAN FUNDS 2025 TARGET DATE RETIRE FUND R6 |
| AMERICAN FUNDS 2030 TARGET DATE RETIRE FUND R6 |
| AMERICAN FUNDS 2035 TARGET DATE RETIRE FUND R6 |
| AMERICAN FUNDS 2040 TARGET DATE RETIRE FUND R6 |
| AMERICAN FUNDS 2045 TARGET DATE RETIRE FUND R6 |
| AMERICAN FUNDS 2055 TARGET DATE RETIRE FUND R6 |
| AMERICAN FUNDS 2060 TARGET DATE RETIRE FUND R6 |
| AMERICAN FUNDS AMERICAN BALANCED R6 |
| AMERICAN FUNDS CAPITAL INCOME BUILDER R6 |
| AMERICAN FUNDS NEW PERSPECTIVE R6 |
| AMERICAN FUNDS NEW WORLD R6 |
| DIMENSIONAL FUND ADVISORS DFA INFLATION PROTECTED SECURITIES PORTFOLIO FUND |
| DIMENSIONAL FUND ADVISORS DFA REAL ESTATE SECURITIES I |
| FIDELITY INVESTMENTS FIDELITY INTERNATIONAL CAPITAL APPRECIATION FUND |
| FIDELITY INVESTMENTS FIDELITY MULTI-ASSET INDEX FUND |
| JANUS HENDERSON JANUS HENDERSON ENTERPRISE FUND CLASS I |
| MFS MFS INTERNATIONAL DIVERSIFICATION FUND CLASS R4 |
| PIMCO PIMCO INCOME FUND CLASS I2 |
| T. ROWE PRICE T. ROWE PRICE GLOBAL MULTI-SECTOR BD I |
| VANGUARD VANGUARD 500 INDEX ADMIRAL |
| VANGUARD VANGUARD EQUITY INCOME FUND ADMIRAL SHARES |
| VANGUARD VANGUARD EXPLORER ADMIRAL SHARES |
| VANGUARD VANGUARD FEDERAL MONEY MARKET FUND |
| VANGUARD VANGUARD GROWTH INDEX FUND ADMIRAL SHARES |
| VANGUARD VANGUARD HIGH-YIELD CORPORATE FUND ADMIRAL SHARES |
| VANGUARD VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ADMIRAL SHARES |
| VANGUARD VANGUARD LARGE CAP INDEX FUND ADMIRAL SHARES |
| VANGUARD VANGUARD LONG-TERM INVESTMENT-GRADE FUND ADMIRAL SHARES |
| VANGUARD VANGUARD MID-CAP INDEX FUND ADMIRAL SHARES |
| VANGUARD VANGUARD SHORT TERM INVESTMENT GRADE FUND ADMIRAL SHARES |
| VANGUARD VANGUARD SMALL-CAP |
Investment model portfolios
We provide two types of investment model portfolios for GREEN THUMB INTERNATIONAL INC PROFIT SHARING PLAN 401(K)-II 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 GREEN THUMB INTERNATIONAL INC PROFIT SHARING PLAN 401(K)-II