Investment options of IONIS PHARMACEUTICALS 401(K) PLAN
Total Available Funds: 34
| Investment Option List |
|---|
| PUTNAM INVESTMENTS PUTNAM STABLE VALUE FUND |
| ALLIANCE BERNSTEIN AB LARGE CAP GROWTH FUND (SNIGX) |
| COHEN & STEERS C&S INSTITUTIONAL REALTY SHARES (CSRIX) |
| AMERICAN CENTURY INVESTMENTS AMERICAN CENTURY GLOBAL GROWTH FUND (ACFGX) |
| AMERICAN FUNDS AMERICAN FUNDS 2010 RETIREMENT FUND (REATX) |
| AMERICAN FUNDS AMERICAN FUNDS 2015 RETIREMENT FUND (REJTX) |
| AMERICAN FUNDS AMERICAN FUNDS 2020 RETIREMENT FUND (RECTX) |
| AMERICAN FUNDS AMERICAN FUNDS 2025 RETIREMENT FUND (REDTX) |
| AMERICAN FUNDS AMERICAN FUNDS 2030 RETIREMENT FUND (REETX) |
| AMERICAN FUNDS AMERICAN FUNDS 2035 RETIREMENT FUND (REFTX) |
| AMERICAN FUNDS AMERICAN FUNDS 2040 RETIREMENT FUND (REGTX) |
| AMERICAN FUNDS AMERICAN FUNDS 2045 RETIREMENT FUND (REHTX) |
| AMERICAN FUNDS AMERICAN FUNDS 2050 RETIREMENT FUND (REITX) |
| AMERICAN FUNDS AMERICAN FUNDS 2055 RETIREMENT FUND (FAJTX) |
| AMERICAN FUNDS AMERICAN FUNDS 2060 RETIREMENT FUND (CCKTX) |
| AMERICAN FUNDS AMERICAN FUNDS NEW WORLD FUND (HVWBX) |
| CLEARBRIDGE INVESTMENTS CLEARBRIDGE APPRECIATION FUND (SAPYX) |
| DAVIS FUNDS BLACKROCK MID CAP GROWTH EQUITY FUND (CMGIX) |
| FIDELITY INVESTMENTS FIDELITY ADVISOR SMALL CAP GROWTH FUND (FCIGX) |
| FIDELITY INVESTMENTS FIDELITY ADVISOR SMALL CAP VALUE FUND (FCVIX) |
| FIDELITY INVESTMENTS FIDELITY EMERGING MARKETS INDEX FUND (FMKIX) |
| FIDELITY INVESTMENTS FIDELITY GOVERNMENT MONEY MARKET FUND (SPAXX) |
| FIDELITY INVESTMENTS FIDELITY INTERNATIONAL INDEX FUND (FDIVX) |
| FIDELITY INVESTMENTS FIDELITY LARGE CAP GROWTH INDEX FUND (FSLGX) |
| FIDELITY INVESTMENTS FIDELITY REAL ESTATE INDEX FUND (FRESX) |
| FIDELITY INVESTMENTS FIDELITY SPARTAN 500 INDEX INVESTMENT FUND (FSMKX) |
| FIDELITY INVESTMENTS FIDELITY SPARTAN INFLATION-PROTECTED BOND INDEX FUND (FINPX) |
| FIDELITY INVESTMENTS FIDELITY SPARTAN MID CAP INDEX FUND (FIIMX) |
| FIDELITY INVESTMENTS FIDELITY SPARTAN SMALL CAP INDEX FUND (FSISX) |
| FIDELITY INVESTMENTS FIDELITY TOTAL MARKET INDEX FUND (FSKAX) |
| FIDELITY INVESTMENTS FIDELITY US BOND INDEX FUND (FSHBX) |
| IONIS PHARMACEUTICALS 401(K) PLAN |
| PUTNAM INVESTMENTS PIF EQUITY INCOME FUND (PEIYX) |
| VICTORY CAPITAL VICTORY SYCAMORE ESTABLISED VALUE FUND (GETGX) |
Investment model portfolios
We provide two types of investment model portfolios for IONIS PHARMACEUTICALS 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 IONIS PHARMACEUTICALS 401(K) PLAN