Investment options of STEPSTONE GROUP LP 401(K) RETIREMENT PLAN
Total Available Funds: 41
| Investment Description |
|---|
| Fidelity 500 Index |
| JPMorgan Large Cap Growth R6 |
| The Vanguard Group Vanguard Equity-Income Adm |
| The Vanguard Group Vanguard Mid Cap Index Adm |
| T. Rowe Price T Rowe Price Retirement 2055 Trust A |
| Fidelity International Index |
| The Vanguard Group Vanguard Small Cap Index Adm |
| Jennison PGIM Jennison Mid-Cap Growth R6 |
| Reliance Trust Company Reliance/MetLife Stable 25053 Class |
| T. Rowe Price Overseas Stock I |
| T. Rowe Price T Rowe Price Retirement 2040 Trust A |
| Colombia Threadneedle Columbia Contrarian Core Instl3 |
| The Vanguard Group Vanguard International Growth Adm |
| American Funds New World R6 |
| Putnam Small Cap Growth R6 |
| T. Rowe Price T Rowe Price Retirement 2060 Trust A |
| T. Rowe Price T Rowe Price Retirement 2045 Trust A |
| JP Morgan Undiscovered Mgrs Behavioral Value R6 |
| Fidelity Advisor Technology Z |
| Victory Sycamore Victory Sycamore Established Value R6 |
| Calvert Research and Management Calvert US Large Cap Value Rspnb Idx I |
| Dimensional Fund Advisors DFA International Small Company I |
| Parnassus Investments Parnassus Core Equity Instl |
| T. Rowe Price T Rowe Price Retirement 2050 Trust A |
| T. Rowe Price Retirement 2065 Trust A |
| BlackRock Inc. BlackRock Strategic Income Opps K |
| American Funds Bond Fund of America R6 |
| American Funds US Government Sec R6 |
| American Funds American Balanced R6 |
| T. Rowe Price T Rowe Price Retirement 2035 Trust A |
| Invesco Management Company Invesco Gold & Special Minerals R6 |
| T. Rowe Price T Rowe Price Retirement 2030 Trust A |
| T. Rowe Price Health Sciences I |
| BlackRock Inc. BlackRock Multi-Asset Income Portfolio K |
| T. Rowe Price Financial Services I |
| T. Rowe Price T Rowe Price Retirement 2025 Trust A |
| American Funds Capital Inc Bldr R6 |
| T. Rowe Price T Rowe Price Retirement 2015 Trust A |
| T. Rowe Price T Rowe Price Retirement 2020 Trust A |
| T. Rowe Price T Rowe Price Retirement 2010 Trust A |
| Notes Receivable from Participants dates ranging from 2025 to 2029 – |
Investment model portfolios
We provide two types of investment model portfolios for STEPSTONE GROUP LP 401(K) RETIREMENT 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 STEPSTONE GROUP LP 401(K) RETIREMENT PLAN