Investment options of TAX DEFENSE NETWORK 401K PLAN
Total Available Funds: 44
| Investment Description |
|---|
| ClearBridge Small Cap Growth Fund " |
| Pioneer Strategic Income Fund " |
| Janus Henderson Enterprise Fund " |
| American Century Growth Fund " |
| MFS Mid Cap Value Fund " |
| VanEck International Investors Gold Fund " |
| JPMorgan Large Cap Value Fund " |
| Principal Core Fixed Income Fund " |
| Fidelity Select Technology Portfolio Fund " |
| Goldman Sachs Small Cap Value Insights Fund " |
| Fidelity 500 Index Fund " |
| Fidelity Small Cap Index Fund " |
| Fidelity Inflation-Protected Bond Index Fund " |
| Fidelity International Index Fund " |
| Fidelity Mid Cap Index Fund " |
| Principal Overseas Fund " |
| PIMCO Realpath Blend 2025 Collective Trust " |
| PIMCO Realpath Blend 2030 Collective Trust " |
| PIMCO Realpath Blend 2035 Collective Trust " |
| PIMCO Realpath Blend 2040 Collective Trust " |
| PIMCO Realpath Blend 2045 Collective Trust " |
| PIMCO Realpath Blend 2050 Collective Trust " |
| PIMCO Realpath Blend 2055 Collective Trust " |
| PIMCO Realpath Blend 2060 Collective Trust " |
| PIMCO Realpath Blend Income Collective Trust " |
| PIMCO Realpath Blend 2065 Collective Trust " |
| AmCen Growth Fund R6 Registered Investment Company |
| ClrBrg SmCp Grw Fd IS Registered Investment Company |
| Cohen&Steers Real Est S Fd Z Registered Investment Company |
| Fid Inf Prt Bd Idx Fd Registered Investment Company |
| Fidelity 500 Index Fund Registered Investment Company |
| Fidelity Intl Index Fnd Registered Investment Company |
| Fidelity Mid Cap Idx Fd Registered Investment Company |
| Fidelity Select Tech Pt Registered Investment Company |
| Fidelity Sm Cp Ind Fd Registered Investment Company |
| Gldmn Sachs SmCp Value Insi R6 Registered Investment Company |
| JPMorgan LgCp Val Fnd R6 Registered Investment Company |
| Janus Hndr Enterprise Fund N Registered Investment Company |
| MFS Mid Cap Value Fund R6 Registered Investment Company |
| Pioneer Strategic Income Fnd K Registered Investment Company |
| Principal Core Fixd Inc F R6 Registered Investment Company |
| Principal Overseas Fund Inst Registered Investment Company |
| VanEck Intl Invtrs Gold Fd I Registered Investment Company |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company |
Investment model portfolios
We provide two types of investment model portfolios for TAX DEFENSE NETWORK 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 TAX DEFENSE NETWORK 401K PLAN