Investment options of KAHALA BRANDS 401(K) PLAN
Total Available Funds: 34
| Investment Option List |
|---|
| FA BALANCED Z MUTUAL FUND (OMBZX) |
| FA INTERNATIONAL GROWTH Z MUTUAL FUND (UMINX) |
| FA TOTAL BOND Z MUTUAL FUND |
| FA STRAT INCOME Z MUTUAL FUND (OPSIX) |
| FID GOVERNMENT MONEY MARKET K6 MUTUAL FUND (WGSXX) |
| FIDELITY INTERNATIONAL INDEX MUTUAL FUND (FDIVX) |
| FIDELITY US BOND INDEX MUTUAL FUND (FSHBX) |
| FIDELITY SMALL CAP INDEX MUTUAL FUND (FSISX) |
| FIDELITY 500 INDEX MUTUAL FUND (FUSEX) |
| FIDELITY MID CAP INDEX MUTUAL FUND (FIIMX) |
| TRP GROWTH STOCK I MUTUAL FUND |
| TRP DIV GROWTH I MUTUAL FUND |
| CB LARGE CAP GROWTH IS MUTUAL FUND (SNIGX) |
| TRP RETIREMENT 2005 MUTUAL FUND (MARMX) |
| TRP RETIREMENT 2025 MUTUAL FUND (MURHX) |
| TRP RETIREMENT 2035 MUTUAL FUND (MURJX) |
| TRP RETIREMENT 2045 MUTUAL FUND (MURMX) |
| TRP RETIREMENT 2055 MUTUAL FUND (MUROX) |
| TRP RETIREMENT 2050 MUTUAL FUND (MURNX) |
| TRP RETIREMENT 2065 MUTUAL FUND (MURQX) |
| TRP RETIREMENT 2040 MUTUAL FUND (MURLX) |
| TRP RETIREMENT 2030 MUTUAL FUND (MURIX) |
| TRP RETIREMENT 2020 MUTUAL FUND (MURGX) |
| TRP RETIREMENT 2060 MUTUAL FUND (MURPX) |
| AMERICAN CENTURY MID CAP VALUE R6 MUTUAL FUND (IACIX) |
| BLACKROCK HIGH YIELD BOND K MUTUAL FUND (BHYIX) |
| PIONEER STRAT INC K MUTUAL FUND |
| JH TRITION N MUTUAL FUND |
| JPM EQUITY INCOME R6 MUTUAL FUND (TWEIX) |
| JPM GLOBAL ALLOCATION MUTUAL FUND |
| INVESCO DEVELOPING MARKETS R6 MUTUAL FUND (GTDIX) |
| J H DEV WORLD BOND I MUTUAL FUND |
| SELF DIRECTED BROKERAGE ACCOUNTS BROKERAGE ACCOUNT |
| FA STABLE VALUE STABLE VALUE FUND |
Investment model portfolios
We provide two types of investment model portfolios for KAHALA BRANDS 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 KAHALA BRANDS 401(K) PLAN