Blue Cross And Blue Shield Of Kansas City Tax Favored Savings Program Investment Model Portfolios

Investment options of Blue Cross And Blue Shield Of Kansas City Tax Favored Savings Program

Total Available Funds: 17

Asset Class

Ticker

Description

US EQUITY
Small Growth	STSIX	American Beacon Stephens Sm Cp Gr Instl
LARGE VALUE	AADEX	American Beacon Lg Cap Value Inst
MID-CAP VALUE	ARTQX	Artisan Mid Cap Value Investor
LARGE GROWTH	PRGFX	T. Rowe Price Growth Stock
Mid-Cap Growth	TMDIX	TimesSquare Mid Cap Growth Instl
SMALL BLEND	WFSVX	Wells Fargo Advantage Small Cp Val Instl
Small Growth	PSIGX	Perimeter Small Cap Growth I
LARGE BLEND	FXSIX	Fidelity Spartan 500 Index Institutional

FIXED INCOME
Intermediate-Term Bond	PTTRX	PIMCO Total Return Instl
Intermediate-Term Bond	FXNAX	Fidelity Spartan US Bond Idx Advtg Instl
Intermediate-Term Bond	DODIX	Dodge & Cox Income

Emerging Market
DIVERSIFIED EMERGING MKTS	ABEMX	Aberdeen Emerging Markets Instl

INTERNATIONAL EQUITY
Foreign Large Blend	FSPSX	Fidelity Spartan Intl Idx Advtg Instl

Others
Target Date 2041-2045	FFKGX	Fidelity Freedom K 2045
Target Date 2046-2050	FFKHX	Fidelity Freedom K 2050
ROOT	FRTXX	FID RETIRE MMKT
Moderate Allocation	OAKBX	Oakmark Equity & Income I

Investment model portfolios

We provide two types of investment model portfolios for Blue Cross And Blue Shield Of Kansas City Tax Favored Savings Program 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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