Great West Life and Ann Ins Co Staff and Agents Savings Plan Investment Model Portfolios

Investment options of Great West Life and Ann Ins Co Staff and Agents Savings Plan

Total Available Funds: 13

Asset Class

Ticker

Description

FIXED INCOME
SHORT GOVERNMENT	SNGVX	Sit US Government Securities
Intermediate-Term Bond	PTRAX	PIMCO Total Return Admin
Multisector Bond	LSBRX	Loomis Sayles Bond Retail

US EQUITY
LARGE GROWTH	TWCUX	American Century Ultra Inv
MID-CAP BLEND	SOPFX	Wells Fargo Advantage Opportunity Inv
MID-CAP VALUE	JMVAX	Perkins Mid Cap Value I
MID-CAP VALUE	JDPAX	Perkins Mid Cap Value A
Small Growth	BUFSX	Buffalo Small Cap
LARGE VALUE	DODGX	Dodge & Cox Stock

INTERNATIONAL EQUITY
Foreign Large Blend	OAKIX	Oakmark International I
Foreign Small/Mid Value	PIVYX	Putnam International Capital Opp Y
WORLD STOCK	CWGIX	American Funds Capital World G/I A
Foreign Large Blend	AEPGX	American Funds EuroPacific Gr A

Investment model portfolios

We provide two types of investment model portfolios for Great West Life and Ann Ins Co Staff and Agents Savings 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.

Customize a model portfolio now

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