Investment options of MKS INSTRUMENTS INC. PROFIT SHARING and 401K PLAN
Total Available Funds: 28
| Investment Option List |
|---|
| Fidelity Management Trust Company Fidelity 500 Index a (FUSEX) |
| Fidelity Management Trust Company Fidelity Contrafund Class K6 a (FCNTX) |
| Fidelity Management Trust Company Fidelity Extended Market Index a (FSEMX) |
| Fidelity Management Trust Company Fidelity Freedom Index 2030 T a (FFFEX) |
| Fidelity Management Trust Company Fidelity Freedom Index 2035 T a (FFTHX) |
| J.P. Morgan J.P. Morgan Large Cap Growth R6 a (SNIGX) |
| Fidelity Management Trust Company Fidelity Freedom Index 2040 T a (FFFFX) |
| Fidelity Management Trust Company Fidelity Freedom Index 2025 T a (FFTWX) |
| MFS Value R6 a (MINIX) |
| Fidelity Management Trust Company FIMM Treasury Only Portfolio Cl I a (FSIXX) |
| Fidelity Management Trust Company Fidelity Low Priced ST K6 a (FLPSX) |
| Fidelity Management Trust Company Fidelity US Bond Index a (FSHBX) |
| Fidelity Management Trust Company Fidelity Global Ex US Index a |
| Fidelity Management Trust Company Fidelity Freedom Index 2045 T a (FFFGX) |
| Fidelity Management Trust Company Fidelity Balanced K6 a (FGBLX) |
| Fidelity Management Trust Company Fidelity Diversified International K6 a (FDIVX) |
| Fidelity Management Trust Company Fidelity Freedom Index 2020 T a (FFFDX) |
| Fidelity Management Trust Company Fidelity Freedom Index 2050 T a (FFFHX) |
| Invesco Discovery R6 a (VISCX) |
| Fidelity Management Trust Company Fidelity Freedom Index 2055 T a (FDEWX) |
| American Beacon American Beacon Small Cap Value R6 a (AASVX) |
| T. Rowe Price New Horizons I a (PRNHX) |
| Fidelity Management Trust Company Fidelity Freedom Index 2015 T a (FFVFX) |
| PIMCO Real Return Instl a (PRLPX) |
| Fidelity Management Trust Company Fidelity Freedom Index Income T a (FFFAX) |
| Fidelity Management Trust Company Fidelity Freedom Index 2060 T a (FDKNX) |
| Fidelity Management Trust Company Fidelity Freedom Index 2065 T a (FAXDX) |
| Fidelity Management Trust Company Fidelity Freedom Index 2010 T a (FFFCX) |
Investment model portfolios
We provide two types of investment model portfolios for MKS INSTRUMENTS INC. PROFIT SHARING and 401K 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 MKS INSTRUMENTS INC. PROFIT SHARING and 401K PLAN