Investment options of CROCS, INC. 401(K) PLAN
Total Available Funds: 53
| Investment Option List |
|---|
| Fidelity 500 Index (FUSEX) |
| Harbor Capital Appreciation Fund (HACAX) |
| Fidelity Mid Cap Index (FIIMX) |
| Vanguard Target Retirement 2045 (VTIVX) |
| MFS New Discovery Value Fund R6 (NDVVX) |
| American Funds EuroPacific Growth R6 (FEPUX) |
| Vanguard Target Retirement 2035 (VTTHX) |
| Vanguard Target Retirement 2055 (VFFVX) |
| Vanguard Target Retirement 2050 (VFIFX) |
| Vanguard Target Retirement 2040 (VFORX) |
| Vanguard Target Retirement 2025 (VTTVX) |
| Invesco Core Plus Bond R6 (ACPSX) |
| Fidelity U.S. Bond Index (FSHBX) |
| Fidelity Small Cap Index (FSISX) |
| Vanguard Target Retirement 2060 (VTTSX) |
| Vanguard Target Retirement 2030 (VTHRX) |
| PIMCO Real Return – Instl (PRLPX) |
| Lord Abbett Short Duration Income R6 (LLDYX) |
| Cohen & Steers Global Realty (CSSPX) |
| Vanguard Target Retirement 2065 (VSXFX) |
| Nationwide Geneva Small Cap Growth Fund Inst (NWHZX) |
| Vanguard Sustainable Allocation Investment (VAARX) |
| Fidelity Adv High Incadv FD I (FHNIX) |
| Vanguard Target Retirement Income (VTINX) |
| Vanguard Target Retirement 2070 (VSVNX) |
| Vanguard Target Retirement 2020 (VTWNX) |
| ranging through July 2039 – |
| COHEN & STEERS GLOBAL REALTY Registered Investment Company (CSSPX) |
| EUROPACIFIC GROWTH R6 Registered Investment Company (R6) |
| FIDELITY 500 INDEX Registered Investment Company (FRESX) |
| FIDELITY ADV HIGH INCADV FD I Registered Investment Company |
| FIDELITY MID CAP INDEX Registered Investment Company (FIIMX) |
| FIDELITY SMALL CAP INDEX Registered Investment Company (FSSJX) |
| FIDELITY US BOND INDEX Registered Investment Company (FBNDX) |
| HARBOR CAPITAL APPRECIATION Registered Investment Company (HACAX) |
| INVESCO CORE PLUS BOND R6 Registered Investment Company (ACPSX) |
| LORD ABBETT SHORT DURATION R6 Registered Investment Company (LLDYX) |
| MFS NEWDISCOVERY VALUE FUND R6 Registered Investment Company (DTLVX) |
| NATIONWIDE GENEVA SM CAP GR R6 Registered Investment Company |
| PAX SUSTAINABLE ALLOC INV Registered Investment Company |
| PIMCO REAL RETURN FUND – INSTL Registered Investment Company (PRLPX) |
| VANGUARD TARGET RETIREMNT 2020 Registered Investment Company (VTWNX) |
| VANGUARD TARGET RETIREMNT 2025 Registered Investment Company (VTTVX) |
| VANGUARD TARGET RETIREMNT 2030 Registered Investment Company (VTHRX) |
| VANGUARD TARGET RETIREMNT 2035 Registered Investment Company (VTTHX) |
| VANGUARD TARGET RETIREMNT 2040 Registered Investment Company (VFORX) |
| VANGUARD TARGET RETIREMNT 2045 Registered Investment Company (VTIVX) |
| VANGUARD TARGET RETIREMNT 2050 Registered Investment Company (VFIFX) |
| VANGUARD TARGET RETIREMNT 2055 Registered Investment Company (VFFVX) |
| VANGUARD TARGET RETIREMNT 2060 Registered Investment Company (VTTSX) |
| VANGUARD TARGET RETIREMNT 2065 Registered Investment Company (VSXFX) |
| VANGUARD TARGET RETIREMNT 2070 Registered Investment Company (VSVNX) |
| VANGUARD TARGET RETMT INCOME Registered Investment Company (VTINX) |
Investment model portfolios
We provide two types of investment model portfolios for CROCS, INC. 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 CROCS, INC. 401(K) PLAN