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GUARDIAN ANESTHESIA, INC. 401(K) PROFIT SHARING PLAN
Investment Model Portfolios

This plan was created based on a user's request.

Growth
Growth investments seek long-term growth of capital.
Fund name Ticker symbol Prospectus
American Funds AMCAP Fund R4 RAFEX Prospectus
American Funds EuroPacific Growth Fd R4 REREX Prospectus
American Funds Growth Fund of America R4 RGAEX Prospectus
American Funds New Perspective Fund R4 RNPEX Prospectus
American Funds New World Fund R4 RNWEX Prospectus
Federated Kaufmann Fund A KAUAX Prospectus
INVESCO Structured Core A SCAUX Prospectus
Oppenheimer Main Street Small Cap Fund A OPMSX Prospectus
Victory Established Value A VETAX Prospectus
Growth-and-income
Growth-and-income investments strive for growth of capital and income.
Fund name Ticker symbol Prospectus
American Funds Invest Co of America R4 RICEX Prospectus
Balanced
Balanced investments seek conservation of capital, current income and long-term growth of capital and income by investing in stocks, bonds and other fixed-income securities.
Fund name Ticker symbol Prospectus
American Funds American Balanced Fund R4 RLBEX Prospectus
Bond
Bond investments seek a high level of current income, with capital appreciation as a secondary goal.
Fund name Ticker symbol Prospectus
American Funds Bond Fund of America R4 RBFEX Prospectus
Cash-equivalent
Cash-equivalent investments seek to provide income on cash reserves, while preserving capital and maintaining liquidity, through high-quality money market instruments.
Fund name Ticker symbol Prospectus
INVESCO Stable Value Fund   Prospectus
Target Date
 
Fund name Ticker symbol Prospectus
American Funds 2010 Target Date Fund R4 RDATX Prospectus
American Funds 2015 Target Date Fund R4 RDBTX Prospectus
American Funds 2020 Target Date Fund R4 RDCTX Prospectus
American Funds 2025 Target Date Fund R4 RDDTX Prospectus
American Funds 2030 Target Date Fund R4 RDETX Prospectus
American Funds 2035 Target Date Fund R4 RDFTX Prospectus
American Funds 2040 Target Date Fund R4 RDGTX Prospectus
American Funds 2045 Target Date Fund R4 RDHTX Prospectus
American Funds 2050 Target Date Fund R4 RDITX Prospectus
American Funds 2055 Target Date Fund R4 RDJTX Prospectus

Investment options of GUARDIAN ANESTHESIA, INC. 401(K) PROFIT SHARING PLAN

Total Available Funds: 23
Asset Class Ticker Description
US EQUITY
LARGE GROWTH RAFEX American Funds AMCAP R4
LARGE GROWTH RGAEX American Funds Growth Fund of Amer R4
Mid-Cap Growth KAUAX Federated Kaufmann A
LARGE BLEND SCAUX AIM Structured Core A
SMALL BLEND OPMSX Oppenheimer Main St Small Cap A
MID-CAP VALUE VETAX Victory Established Value A
LARGE BLEND RICEX American Funds Invmt Co of Amer R4
INTERNATIONAL EQUITY
Foreign Large Blend REREX American Funds EuroPacific Gr R4
WORLD STOCK RNPEX American Funds New Perspective R4
Emerging Market
DIVERSIFIED EMERGING MKTS RNWEX American Funds New World R4
Others
Moderate Allocation RLBEX American Funds American Balanced R4
ROOT RDATX American Funds Trgt Date Ret 2010 R4
Target Date 2011-2015 RDBTX American Funds Trgt Date Ret 2015 R4
Target Date 2016-2020 RDCTX American Funds Trgt Date Ret 2020 R4
Target Date 2021-2025 RDDTX American Funds Trgt Date Ret 2025 R4
Target Date 2026-2030 RDETX American Funds Trgt Date Ret 2030 R4
Target Date 2031-2035 RDFTX American Funds Trgt Date Ret 2035 R4
Target Date 2036-2040 RDGTX American Funds Trgt Date Ret 2040 R4
Target Date 2041-2045 RDHTX American Funds Trgt Date Ret 2045 R4
Target Date 2050+ RDITX American Funds Trgt Date Ret 2050 R4
Target Date 2050+ RDJTX American Funds Trgt Date Ret 2055 R4
ROOT CASH INVESCO Stable Value Fund (Cash Equivalent)
FIXED INCOME
Intermediate-Term Bond RBFEX American Funds Bond Fund of Amer R4

Investment model portfolios

We provide two types of investment model portfolios for GUARDIAN ANESTHESIA, INC. 401(K) PROFIT SHARING PLAN participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

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.

Example model portfolios

The following provides historical returns for example model portfolios with a moderate risk profile (at most 60% in stocks) and their comparison with benchmark index funds. You can customize these portfolios according to your own risk profile.

Strategic Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Strategic Asset Allocation (SAA) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
GUARDIAN ANESTHESIA, INC. 401(K) PROFIT SHARING PLAN Strategic Asset Allocation - Optimal Moderate NA 23.20% 1.08% 5.74% 4.96% 6.32% 5.85% 6.15%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46% 8.70%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10% 5.79%
Data as of 10/31/2024, AR inception is 12/31/2000

Tactical Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
GUARDIAN ANESTHESIA, INC. 401(K) PROFIT SHARING PLAN Tactical Asset Allocation Moderate NA 6.78% 6.22% 7.17% 5.71% 7.38% 8.81% 8.33%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 9.98% 9.75% 10.95% 11.06% 12.38% 9.19% 7.54%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 6.25% 1.68% 4.40% 4.69% 6.67% 5.54% 5.08%
Data as of 10/31/2023, AR inception is 12/31/2000

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