Investment options of BLACKSTONE 401(K) SAVINGS PLAN
Total Available Funds: 35
| Investment Description |
|---|
| Institutional Shares 360,380 shares |
| Commingled Pool Class A 2,975,536 shares |
| 2055 Trust II 784,455 shares |
| 2050 Trust II 950,344 shares |
| 2060 Trust II 878,373 shares |
| 2045 Trust II 694,517 shares |
| Fund Class R6 752,467 shares |
| 2040 Trust II 596,919 shares |
| 2065 Trust II 586,900 shares |
| 2035 Trust II 411,213 shares |
| 1,243,396 shares |
| 240,164 shares |
| 447,329 shares |
| 712,394 shares |
| 2025 Trust II 346,965 shares |
| 1,313,177 shares |
| Portfolio Institutional Class 561,011 shares |
| Fund Class R-6 242,867 shares |
| Institutional Shares 976,894 shares |
| Fund Class R6 409,310 shares |
| 2030 Trust II 172,674 shares |
| Portfolio 852,875 shares |
| Institutional Class 397,978 shares |
| 250,289 shares |
| Fund Institutional Shares 714,267 shares |
| 2020 Trust II 72,542 shares |
| 2,969,185 shares |
| Portfolio Institutional Shares 149,301 shares |
| Income Trust II 61,900 shares |
| Inflation-Protected Securities Index 102,819 shares |
| 2070 Trust II 48,715 shares |
| Income & Growth Trust II 22,751 shares |
| Rate Fund 19,354 shares |
| Investor Shares 5,599 shares |
| through 2034 |
Investment model portfolios
We provide two types of investment model portfolios for BLACKSTONE 401(K) SAVINGS 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 BLACKSTONE 401(K) SAVINGS PLAN