HIGHLINE MEDICAL CENTER EMPLOYEE PENSION PLAN Investment Model Portfolios

Highline Medical Center Employee Pension Plan is a defined contribution plan.

Investment options of HIGHLINE MEDICAL CENTER EMPLOYEE PENSION PLAN

Total Available Funds: 132

Asset Class

Ticker

Description

US EQUITY
LARGE VALUE	TWEIX	AMCENT EQUITY INCOME INV
LARGE GROWTH	RAFFX	AMER FUNDS AMCAP R4
LARGE VALUE	RMFEX	AMER FUNDS AMER MUT R4
SMALL VALUE	AVPAX	AMERICAN BEACON SM CAP VAL INV
LARGE BLEND	NYVTX	DAVIS NY VENTURE A
MID-CAP BLEND	PESPX	DREYFUS MIDCAP INDEX
LARGE BLEND	PEOPX	DREYFUS S&P 500 INDEX
SMALL BLEND	DISSX	DREYFUS SM CAP STK INDX
MID-CAP BLEND	ECOIX	EVERGREEN GOLDEN CORE OPPOR
LARGE GROWTH	FKCGX	FRANKLIN FLEX CAP GR A
LARGE GROWTH	FKGRX	FRANKLIN GROWTH A
Mid-Cap Growth	HLGEX	JP MORGAN DIVER MID CAP GR SEL
MID-CAP VALUE	JMVSX	JP MORGAN MID CAP VAL SE
Small Growth	VSEIX	JP MORGAN SM CAP EQ SEL
LARGE GROWTH	OEQAX	OPPENHEIMER EQUITY A
LARGE BLEND	PIODX	Pioneer A
SMALL BLEND	RLPRX	Royce Low-Priced Stock
LARGE GROWTH	ASERX	American Century Investments Select
LARGE GROWTH	AULRX	American Century Investments Ultra
Mid-Cap Growth	AVTRX	American Century Investments Vista
Mid-Cap Growth	ATHIX	American Century Investments Heritage
LARGE GROWTH	AGWRX	American Century Investments Growth
LARGE VALUE	AEURX	American Century Investments Eq Income
LARGE VALUE	AVURX	American Century Investments Value
LARGE VALUE	AICRX	American Century Investments Inc Growth
LARGE BLEND	AEYRX	American Century Investments Eq Growth
MID-CAP BLEND	CAAPX	VALIC Ariel Appreciation Fund
MID-CAP BLEND	ARGFX	VALIC Ariel Fund
LARGE GROWTH	VCBCX	VALIC Blue Chip Growth Fund
LARGE VALUE	VBCVX	VALIC Broad Cap Value Inc
LARGE BLEND	VCCEX	VALIC Core Equity Fund
LARGE VALUE	VCIGX	VALIC Core Value
LARGE BLEND	VCGAX	VALIC Growth & Income Fund
LARGE GROWTH	VCULX	VALIC Growth Fund
LARGE GROWTH	VCULX	VALIC Intl Growth I Fund
LARGE GROWTH	VLCCX	VALIC Large Cap Core
LARGE VALUE	VACVX	VALIC Large Cap Value Fund
LARGE GROWTH	VLCGX	VALIC Large Capital Growth
LARGE GROWTH	LHGFX	VALIC Lou Holland Growth Fund
Mid-Cap Growth	VAMGX	VALIC Mid Cap Growth Fund
MID-CAP BLEND	VMIDX	VALIC Mid Cap Index Fund
Mid-Cap Growth	VMSGX	VALIC Mid Cap Strategic Gwth
MID-CAP VALUE	VMCVX	VALIC Mid Cap Value Fund
LARGE GROWTH	VCNIX	VALIC Nasdaq-100(r) Index Fund
Small Growth	VSAGX	VALIC Sm Cap Aggressive Gwth
SMALL BLEND	VCSMX	VALIC Small Cap Fund
Small Growth	VASMX	VALIC Small Cap Growth Fund
SMALL BLEND	VCSLX	VALIC Small Cap Index Fund
SMALL VALUE	VSSVX	VALIC Small Cap Special Value Fund
SMALL VALUE	VCSVX	VALIC Small Cap Value Fund
Small Growth	VSSGX	VALIC Small Mid Growth Fund
LARGE BLEND	VCSRX	VALIC Socially Responsible Fund
LARGE BLEND	VSTIX	VALIC Stock Index Fund
LARGE VALUE	VAVAX	VALIC Value Fund
LARGE VALUE	VWNFX	Vanguard Widsor II
LARGE GROWTH	RGAFX	afis growth
LARGE GROWTH	AGFIX	allbrn grwth
SMALL BLEND	KDSIX	dws sm cap i
Mid-Cap Growth	VMGRX	LVIP BAR GR
LARGE BLEND	DFGAX	LVIP DEL AGG
LARGE GROWTH	OALGX	LVIP DEL SO
MID-CAP VALUE	VASVX	LVIP DEL SP
LARGE VALUE	ETRAX	LVIP WF VALU
SMALL VALUE	VSIIX	small cap va
LARGE GROWTH	FTRNX	trend
LARGE GROWTH	VPGSX	vip growth

FIXED INCOME
Intermediate Government	CPTNX	AMCENT GOVT BD INV
Intermediate-Term Bond	DBMIX	DREYFUS BOND MKT IDX INV
High Yield Bond	PHDAX	PIMCO High-Yield A
Intermediate-Term Bond	PTTAX	PIMCO Total Ret A
Intermediate Government	CPTNX	American Century Investments Gov Bond
Intermediate Government	AGMNX	American Century Investments Gin Mae
Inflation-Protected Bond	AIANX	American Century Investments Infl Adjbd
Intermediate-Term Bond	ADVRX	American Century Investments Dvrsfd Bnd
Intermediate-Term Bond	VCCCX	VALIC Capital Conservation
Intermediate-Term Bond	VCCBX	VALIC Core Bond Fund
Intermediate Government	VCGSX	VALIC Government Securities Fund
High Yield Bond	VCHYX	VALIC High Yleld Bond Fund
Inflation-Protected Bond	VCTPX	VALIC Inflation Protected Fund
WORLD BOND	VCIFX	VALIC International Govt Bond
Multisector Bond	VCSBX	VALIC Strategic Bond Fund
LONG GOVERNMENT	VUSTX	Vanguard Long-term Treas
Long-Term Bond	VWESX	Vanguard Lt Inv-grade Fund
Short-Term Bond	RBOFX	afis interna
Intermediate-Term Bond	DPRFX	del diversif
Intermediate-Term Bond	OAFIX	LVIP DEL BON

REAL ESTATE
REAL ESTATE	REACX	AMCENT REAL ESTATE INV
REAL ESTATE	REAIX	American Century Investments Real Est
REAL ESTATE	VGREX	VALIC Global Real Estate Fund
REAL ESTATE	VGSIX	reit

Others
Aggressive Allocation	TWSAX	AMCENT STRAT ALC:AGG INV
Conservative Allocation	TWSCX	AMCENT STRAT ALC:CON INV
Moderate Allocation	TWSMX	AMCENT STRAT ALC:MOD INV
Moderate Allocation	RLBEX	AMER FUNDS AMER BAL R4
ROOT	unknow	AMERCENT CP PRES MM INV
Health	MDHCX	BLACKROCK HEALTHCRE INC A
Technology	DTGRX	DREYFUS TECH GR A
Moderate Allocation	ABINX	American Century Investments Balanced
Moderate Allocation	ASMRX	American Century Investments Strat Mod
ROOT	unknow	American Century Investments Cap Pres
ROOT	unknow	American Century Investments Prime Mm
EQUITY PRECIOUS METALS	AGGNX	American Century Investments Gl Gold
Target Date 2041-2045	ARORX	American Century Investments Lvstg 2045
Moderate Allocation	VCAAX	VALIC Asset Allocation Fund
World Allocation	VGLSX	VALIC Global Strategy
Health	VCHSX	VALIC Health Sciences Fund
ROOT	CASH	VALIC Money Market I Fund
ROOT	CASH	VALIC Money Market Ii Fund
Technology	VCSTX	VALIC Science & Technology Fund
Conservative Allocation	VSCGX	Vanguard Lifestrategy Con
Aggressive Allocation	VASGX	Vanguard Lifestrategy Gro
Moderate Allocation	VSMGX	Vanguard Lifestrategy Mod
Moderate Allocation	VWELX	Vanguard Wellington Fund
Conservative Allocation	DFIAX	LVIP DEL CON
ROOT	unknow	LVIP DEL G&I TOTAL
ROOT	unknow	LVIP JAN CA
ROOT	CASH	LVIP MNY MAK
ROOT	unknow	LVIP MON IT
Utilities	JXI	utilities
ROOT	unknow	vipii ctrfd

INTERNATIONAL EQUITY
WORLD STOCK	RWIEX	AMER FUNDS CAPWRLDGL R4
Foreign Large Blend	REREX	AMER FUNDS EUROPAC R4
Foreign Large Blend	DIISX	DREYFUS INTL STOCK INDEX
Foreign Large Growth	ATGRX	American Century Investments Intl Grow
FOREIGN SMALL/MID GROWTH	TIDIX	American Century Investments Intl Disc
WORLD STOCK	AGORX	American Century Investments Gl Grow
Foreign Large Value	VCFVX	VALIC Foreign Value
WORLD STOCK	VCGEX	VALIC Global Equity
WORLD STOCK	VCSOX	VALIC Global Social Awareness Fund
Foreign Large Blend	VCIEX	VALIC International Equities Fund
FOREIGN SMALL/MID GROWTH	VISEX	VALIC Intl Small Cap Equity

Emerging Market
DIVERSIFIED EMERGING MKTS	TWMIX	American Century Investments Emerg Mkts

Investment model portfolios

We provide two types of investment model portfolios for HIGHLINE MEDICAL CENTER EMPLOYEE PENSION 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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