Investment options of ABRAXAS 403(B) RETIREMENT PLAN
Total Available Funds: 59
| Investment Description |
|---|
| American Century Small Cap Value R6 |
| Fidelity 500 Index |
| Fidelity Freedom Index 2010 Instl Prem |
| Fidelity Freedom Index 2015 Instl Prem |
| Fidelity Freedom Index 2020 Instl Prem |
| Fidelity Freedom Index 2025 Instl Prem |
| Fidelity Freedom Index 2030 Instl Prem |
| Fidelity Freedom Index 2035 Instl Prem |
| Fidelity Freedom Index 2040 Instl Prem |
| Fidelity Freedom Index 2045 Instl Prem |
| Fidelity Freedom Index 2050 Instl Prem |
| Fidelity Freedom Index 2055 Instl Prem |
| Fidelity Freedom Index 2060 Instl Prem |
| Fidelity Freedom Index 2065 Instl Prm |
| Fidelity Freedom Index Inc Instl Prem |
| Fidelity International Index |
| Fidelity Mid Cap Index |
| Fidelity Us Bond Index |
| Invesco Developing Markets R6 |
| John Hancock Jhancock Disciplined Value Mid Cap R6 |
| Mass Mutual Massmutual Mid Cap Growth I |
| Mass Mutual Massmutual Small Cp Grth Eqty I |
| MFS International Intrinsic Value R6 |
| MFS Value R6 |
| AB AB Large Cap Growth Z |
| PIMCO Income Instl |
| Vanguard Small Cap Index Adm |
| Capital Preservation Capital Preservation Account |
| Participants from 4.25% to 9.50% |
| 1FCYPX 37,034.62 |
| 1FUIPX 173,021.45 |
| 1FQIPX 640,772.52 |
| 1FRLPX 613,907.75 |
| 1FVIPX 20,709.11 |
| 1FAPIX 1,738.92 |
| 1FTYPX 187,294.69 |
| 1FFYPX 163,045.94 |
| 1FKIPX 210,266.43 |
| 1FLIPX 1,143,890.15 |
| 1FMKPX 1,274,482.95 |
| 1FNIPX 2,445,845.47 |
| 1FPIPX 1,377,949.77 |
| 1FSPSX 127,022.79 |
| 1MINJX 265,931.65 |
| 1ODVIX 81,451.52 |
| 1ASVDX 80,910.08 |
| 1MSGZX 55,117.85 |
| 1VSMAX 351,267.35 |
| 1FSMDX 192,755.99 |
| 1JVMRX 233,275.34 |
| 1MEFZX 218,134.00 |
| 1APGZX 778,037.43 |
| 1FXAIX 648,513.76 |
| 1MEIKX 272,499.39 |
| 1FXNAX 113,699.13 |
| 1MWTSX 62,564.00 |
| 1PIMIX 95,110.23 |
| 1CGPJQ0 2.750 710,857.95 |
| FORFEITURES 39,136.43 |
Investment model portfolios
We provide two types of investment model portfolios for ABRAXAS 403(B) 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 ABRAXAS 403(B) RETIREMENT PLAN