Investment options of HEXAGON 401(K) PLAN
Total Available Funds: 61
| Investment Description |
|---|
| Vanguard Mid Cap Index Adm N/A |
| Macquarie Macquarie Small Cap Value R6 N/A |
| Invesco Int Small Mid Cor6 N/A |
| Carillon Carillon Eagle Mid Cap Grth R6 N/A |
| T Rowe Price T Rowe Price Blue Chip Gr I N/A |
| JP Morgan JP Morgan Core Plus Bond R6 N/A |
| Vanguard Intl Grth Adm N/A |
| American Funds Europac Gro R6 N/A |
| Vanguard 500 Index Fund N/A |
| American Funds American Century Mid Cap Val R6 N/A |
| American Funds New World R6 N/A |
| Principal Small Cap Growth I R6 N/A |
| Vanguard Tot Bnd Mkt Ind Adm N/A |
| Vanguard Tot Intl Stk Ind Adm N/A |
| MFS Value R6 N/A |
| Vanguard Small Cap Index Adrl N/A |
| Principal LT HY 2015 Z N/A |
| Principal LT HY 2020 Z N/A |
| Principal LT HY 2025 Z N/A |
| Principal LT HY 2030 Z N/A |
| Principal LT HY 2035 Z N/A |
| Principal LT HY 2040 Z N/A |
| Principal LT HY 2045 Z N/A |
| Principal LT HY 2050 Z N/A |
| Principal LT HY 2055 Z N/A |
| Principal LT HY Inc Z N/A |
| Principal LT HY 2060 Z N/A |
| Principal LT HY 2065 Z N/A |
| Principal LT HY 2070 Z N/A |
| secured by participants' accounts N/A |
| (Form 5500) |
| (6) Net investment gain (loss) from common/collective trusts …………………… 2b |
| VANGUARD MID CAP INDEX – ADM |
| MACQUARIE SMALL CAP VALUE R6 |
| INVESCO INT SMALL MID COR6 |
| CARILLON EAGLE MID CAP GRTH R6 |
| T ROWE PRICE BLUE CHIP GR I |
| JPMORGAN CORE PLUS BOND R6 |
| VANGUARD INTL GRTH ADM |
| AMERICAN FUNDS EUROPAC GRO- R6 |
| VANGUARD 500 INDEX FUND – ADM |
| AMERICAN CENTURY MID CP VAL R6 |
| AMERICAN FUNDS NEW WORLD R6 |
| PRINCIPAL SMALLCAP GROWTH I R6 |
| VANGUARD TOT BND MKT IND- ADM |
| VANGUARD TOT INTL STK IND ADM |
| MFS VALUE R6 |
| VANGUARD SMALL CAP INDEX ADMRL |
| PRINCIPAL LT HY 2015 Z |
| PRINCIPAL LT HY 2020 Z |
| PRINCIPAL LT HY 2025 Z |
| PRINCIPAL LT HY 2030 Z |
| PRINCIPAL LT HY 2035 Z |
| PRINCIPAL LT HY 2040 Z |
| PRINCIPAL LT HY 2045 Z |
| PRINCIPAL LT HY 2050 Z |
| PRINCIPAL LT HY 2055 Z |
| PRINCIPAL LT HY INC Z |
| PRINCIPAL LT HY 2060 Z |
| PRINCIPAL LT HY 2065 Z |
| PRINCIPAL LT HY 2070 Z |
Investment model portfolios
We provide two types of investment model portfolios for HEXAGON 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 HEXAGON 401(K) PLAN