Investment options of AORN 401(K) SAVINGS PLAN
Total Available Funds: 29
| Investment Description |
|---|
| PRUDENTIAL PGIM TOTAL RETURN BOND Q FUND |
| ALGER CAPITAL APP Z FUND |
| T. ROWE PRICE MID-CAP GROWTH I FUND |
| PGIM GLOBAL TOTAL RETURN R6 FUND |
| JANUS HENDERSON TRITON N |
| OPPENHEIMER DEVELOPING MARKETS I FUND |
| JPMORGAN UNDISCOVERED MANAGERS BEHAVIORAL VALUE R6 FUND |
| VICTORY SYCAMORE ESTABLISHED VALUE R6 FUND |
| BLACKROCK HIGH YIELD BOND K FUND |
| BLACKROCK STRATEGIC INCOME OPPORTUNITIES K FUND |
| LOOMIS SAYLES GLOBAL ALLOCATION N FUND |
| GOLDMAN SACHS INTERNATIONAL EQUITY INSIGHTS R6 FUND |
| JPMORGAN EQUITY INCOME R6 FUND |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND |
| PRINCIPAL LIFE INSURANCE COMPANY* LARGECAP S&P 500 INDEX SA-14 |
| PRINCIPAL LIFE INSURANCE COMPANY* SMALLCAP S&P 600 INDEX SA-14 |
| PRINCIPal LIFE INSURANCE COMPANY* MIDCAP S&P 400 INDEX SEPARATE ACCOUNT |
| PRINCIPAL LIFE INSURANCE COMPANY* REAL ESTATE SECURITIES SEPARATE ACCOUNT |
| PRINCIPAL LIFE INSURANCE COMPANY* LIFETIME HYBRID 2010 CIT |
| PRINCIPAL LIFE INSURANCE COMPANY* LIFETIME HYBRID 2015 CIT |
| PRINCIPAL LIFE INSURANCE COMPANY* LIFETIME HYBRID 2020 CIT |
| PRINCIPAL LIFE INSURANCE COMPANY* LIFETIME HYBRID 2025 CIT |
| PRINCIPAL LIFE INSURANCE COMPANY* LIFETIME HYBRID 2030 CIT |
| PRINCIPAL LIFE INSURANCE COMPANY* LIFETIME HYBRID 2035 CIT |
| PRINCIPAL LIFE INSURANCE COMPANY* LIFETIME HYBRID 2040 CIT |
| PRINCIPAL LIFE INSURANCE COMPANY* LIFETIME HYBRID 2045 CIT |
| PRINCIPAL LIFE INSURANCE COMPANY* LIFETIME HYBRID 2050 CIT |
| PRINCIPAL LIFE INSURANCE COMPANY* LIFETIME HYBRID 2055 CIT |
| PRINCIPAL LIFE INSURANCE COMPANY* LIFETIME HYBRID 2060 CIT |
Investment model portfolios
We provide two types of investment model portfolios for AORN 401(K) 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.
Retirement Plan (401(k)) Info for AORN 401(K) SAVINGS PLAN