Investment options of ENERSYS DELAWARE INC. 401(K) PLAN
Total Available Funds: 55
| Investment Description |
|---|
| Fidelity 500 INDEX N/R |
| Vanguard TARGET RETIREMENT 2035 N/R |
| Vanguard TARGET RETIREMENT 2030 N/R |
| Vanguard LIFE STRATEGY GROWTH N/R |
| Vanguard TARGET RETIREMENT 2040 N/R |
| Vanguard TARGET RETIREMENT 2045 N/R |
| Vanguard TARGET RETIREMENT 2050 N/R |
| Vanguard TARGET RETIREMENT 2025 N/R |
| Vanguard GROWTH INDEX INSTITUTIONAL N/R |
| Vanguard TARGET RETIREMENT 2060 N/R |
| Vanguard TARGET RETIREMENT 2055 N/R |
| Vanguard VALUE INDEX N/R |
| Vanguard MID-CAP VALUE INDEX ADMIRAL N/R |
| Vanguard LIFESTRATEGY MODERATE GROWTH N/R |
| Empower US GOVT SECURITIES FUND INST N/R |
| Vanguard TARGET RETIREMENT 2020 N/R |
| Vanguard SMALL CAP VALUE INDEX INST N/R |
| Vanguard TARGET RETIREMENT 2065 N/R |
| Vanguard TARGET RETIREMENT INCOME N/R |
| Vanguard MID-CAP GROWTH INDEX ADMIRAL N/R |
| Vanguard SMALL CAP GROWTH INDEX ADMIRAL N/R |
| Vanguard LIFESTRATEGY CNSRV N/R |
| Vanguard LIFE STRATEGY INCOME N/R |
| Vanguard EXTENDED MARKET INDEX N/R |
| Fidelity TARGET RETIREMENT 2070 N/R |
| Vanguard FTSE ALL-WLD EX-US SMCP IDX ADM N/R |
| 1VTINX 4,246,353.91 |
| 1VTWNX 7,620,100.33 |
| 1VTTVX 22,638,849.51 |
| 1VTHRX 33,385,111.91 |
| 1VTTHX 40,080,142.21 |
| 1VFORX 28,908,511.90 |
| 1VTIVX 24,514,618.19 |
| 1VFIFX 22,574,212.33 |
| 1VFFVX 13,469,831.58 |
| 1VTTSX 15,627,547.89 |
| 1VLXVX 5,108,402.72 |
| 1VSVNX 637,177.04 |
| 1VFSAX 452,340.99 |
| 1VTSNX 8,515,297.70 |
| 1VSGAX 2,888,975.65 |
| 1VSIIX 4,729,911.87 |
| 1FSMAX 1,373,227.49 |
| 1VMGMX 2,817,885.61 |
| 1VMVAX 7,391,550.73 |
| 1FXAIX 40,760,437.12 |
| 1VIGIX 15,723,608.14 |
| 1VASGX 27,091,203.12 |
| 1VIVIX 8,556,161.13 |
| 1VSCGX 3,115,226.36 |
| 1VSMGX 8,690,553.40 |
| 1VASIX 3,040,993.55 |
| 1MXDQX 10,425,322.58 |
| 1VMFXX 31,058,513.31 |
| FORFEITURES 42,941.47 |
Investment model portfolios
We provide two types of investment model portfolios for ENERSYS DELAWARE INC. 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 ENERSYS DELAWARE INC. 401(K) PLAN