Investment options of GREENBERRY INDUSTRIAL LLC PROFIT SHARING 401(K) PLAN
Total Available Funds: 35
| Investment Description |
|---|
| AMERICAN FUNDS NEW WORLD FUND CLASS R6 |
| AMERICAN FUNDS THE GROWTH FUND OF AMERICA CLASS R6 |
| DOUBLELINE CORE FIXED INCOME FUND-1 |
| EATON VANCE ATLANTA CAPITAL SMID-CAP FUND – R6 |
| FIDELITY OTC COMMINGLED POOL |
| FIDELITY 500 INDEX FUND |
| FIDELITY INVESTMENTS MONEY MARKET GOVERNMENT PORTFOLIO – |
| FIDELITY US BOND INDEX FUND |
| FIDELITY CONCORD STREET TRUST - FIDELITY INTERNATIONAL INDEX FUND |
| FIDELITY CONTRAFUND COMMINGLED POOL |
| FIDELITY MID-CAP STOCK FIND – K |
| FIDELITY SELECT PORTFOLIOS- FIDELITY REAL ESTATE INVESTMENT PORTFOLIO |
| FIDELITY MANAGED INCOME PORTFOLIO (MIP) - CLASS 2*** |
| FIDELITY SMALL CAP INDEX FUND |
| FIDELITY MID CAP INDEX FUND |
| FIDELITY PURITAN FUND – K |
| JPMORGAN US RESEARCH ENHANCED EQUITY FUND – R6 |
| JPMORGAN MID CAP VALUE FUND |
| MFS INTERNATIONAL INTRINSIC VALUE FUND – R6 |
| PIMCO PIMCO INCOME FUND – INSTITUTIONAL CLASS |
| PRINCIPAL LIFE TIME HYBRID INCOME CIT X |
| PRINCIPAL LIFE TIME HYBRID 2010 CIT X |
| PRINCIPAL LIFE TIME HYBRID 2015 CIT X |
| PRINCIPAL LIFE TIME HYBRID 2020 CIT X |
| PRINCIPAL LIFE TIME HYBRID 2025 CIT X |
| PRINCIPAL LIFE TIME HYBRID 2030 CIT X |
| PRINCIPAL LIFE TIME HYBRID 2035 CIT X |
| PRINCIPAL LIFE TIME HYBRID 2040 CIT X |
| PRINCIPAL LIFE TIME HYBRID 2045 CIT X |
| PRINCIPAL LIFE TIME HYBRID 2050 CIT X |
| PRINCIPAL LIFE TIME HYBRID 2055 CIT X |
| PRINCIPAL LIFE TIME HYBRID 2060 CIT X |
| PRINCIPAL LIFE TIME LIFE TIME HYBRID 2065 CIT X |
| VANGUARD VANGUARD EQUITY INCOME FUND ADMIRAL SHARES |
| VITUS VIRTUS KAR SMALL-CAP CORE FUND R6 |
Investment model portfolios
We provide two types of investment model portfolios for GREENBERRY INDUSTRIAL LLC PROFIT SHARING 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 GREENBERRY INDUSTRIAL LLC PROFIT SHARING 401(K) PLAN