Investment options of IBEW LOCAL 968 PENSION FUND
Total Available Funds: 40
| Investment Description |
|---|
| Europacific Growth Fund 48,703.416 2 ,498,252 |
| JP Morgan US Value R6 71,777.938 5 ,102,487 |
| Schwab S&P 500 Fund 87,903.464 4 ,304,737 |
| T Rowe Price Blue Chip Growth I 55,516.052 7 ,350,457 |
| Vanguard Explorer Value Fund Inv 33,672.077 |
| Vanguard Target Retirement Income 97,818.660 1 ,308,220 |
| Vanguard Target Retire 2020 Fund 44,628.528 1 ,291,918 |
| Vanguard Target Retire 2025 Fund 183,218.315 3 ,472,960 |
| Vanguard Target Retire 2030 Fund 176,022.853 6 ,389,745 |
| Vanguard Target Retire 2035 Fund 192,879.897 4 ,365,014 |
| Vanguard Target Retire 2040 Fund 62,581.418 2 ,482,740 |
| Vanguard Target Retire 2045 Fund 46,094.456 1 ,224,230 |
| Vanguard Target Retire 2050 Fund 28,829.841 1 ,262,918 |
| Vanguard Target Retire 2055 Fund 35,697.116 1 ,747,496 |
| Vanguard Target Retire 2060 Fund 35,324.598 1 ,586,595 |
| Vanguard Target Retire 2065 Fund 10,460.731 |
| Vanguard Target Retire 2070 Fund 830.964 |
| Vanguard Mid Cap Index Fund Admiral 7 ,107.339 1 ,429,771 |
| Vanguard Small Cap I Fund 9 ,777.537 |
| CONESTOGA SMID CAP FD INST Registered Investment Company |
| EUROPACIFIC GROWTH R5 Registered Investment Company |
| JP MORGAN US LARGE VALUE R6 Registered Investment Company |
| SCHWAB S&P 500 INDEX FUND Registered Investment Company |
| TROWE PRICE BLUE CHIP GRTH INS Registered Investment Company |
| VANGUARD EXPLORE VALUE FD INV Registered Investment Company |
| VANGUARD MID CAP INDEX ADMIRAL Registered Investment Company |
| VANGUARD SMALL CAP INDEX ADMRL Registered Investment Company |
| VANGUARD TARGET RETIREMNT 2020 Registered Investment Company |
| VANGUARD TARGET RETIREMNT 2025 Registered Investment Company |
| VANGUARD TARGET RETIREMNT 2030 Registered Investment Company |
| VANGUARD TARGET RETIREMNT 2035 Registered Investment Company |
| VANGUARD TARGET RETIREMNT 2040 Registered Investment Company |
| VANGUARD TARGET RETIREMNT 2045 Registered Investment Company |
| VANGUARD TARGET RETIREMNT 2050 Registered Investment Company |
| VANGUARD TARGET RETIREMNT 2055 Registered Investment Company |
| VANGUARD TARGET RETIREMNT 2060 Registered Investment Company |
| VANGUARD TARGET RETIREMNT 2065 Registered Investment Company |
| VANGUARD TARGET RETIREMNT 2070 Registered Investment Company |
| VANGUARD TARGET RETMT INCOME Registered Investment Company |
| VANGUARD TOT INTL STK IDX ADM Registered Investment Company |
Investment model portfolios
We provide two types of investment model portfolios for IBEW LOCAL 968 PENSION FUND 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 IBEW LOCAL 968 PENSION FUND