Investment options of ASSOCIATED ANESTHESIOLOGISTS, INC. 401(K) PROFIT SHARING PLAN
Total Available Funds: 29
| Investment Description |
|---|
| THE VANGUARD GROUP, INC. VANGUARD 500 INDEX ADMIRAL |
| FIDELITY INVESTMENTS FIDELITY CONTRAFUND |
| T. ROWE PRICE T. ROWE PRICE MID CAP GROWTH INST |
| DODGE & COX DODGE & COX BALANCED |
| THE VANGUARD GROUP, INC. VANGUARD INTERNATIONAL GROWTH ADM |
| THE VANGUARD GROUP, INC. VANGUARD MID CAP INDEX ADMIRAL |
| THE VANGUARD GROUP, INC. VANGUARD SMALL CAP INDEX ADMIRAL |
| DODGE & COX DODGE & COX INTERNATIONAL STOCK |
| JOHN HANCOCK FUNDS, LLC JOHN HANCOCK DISCPL MID CAP VALUE R6 |
| THE VANGUARD GROUP, INC. VANGUARD SHORT TERM TREASURY ADMIRAL |
| THE VANGUARD GROUP, INC. VANGUARD SHORT TERM INV GRADE ADM |
| DELAWARE FUNDS DELAWARE EMERGMG MARKETS R6 |
| METROPOLITAN WEST METROPOLITAN WEST TOTAL RETURN BOND |
| AMERICAN BEACON AMERICAN BEACON SMALL CAP VALUE INST |
| PIMCO PIMCO HIGH YIELD INSTITUTIONAL |
| FRANKLIN FRANKLIN SMALL CAP GROWTH R6 |
| THE VANGUARD GROUP, INC. VANGUARD TOTAL INTERNATIONAL BOND INDEX ADM |
| *TRUST COMPANY OF OKLAHOMA TOO LIFESTYLE MODEL - BALANCED GROWTH |
| *TRUST COMPANY OF OKLAHOMA TCO TARGET RETIREMENT 2025 |
| *TRUST COMPANY OF OKLAHOMA TCO TARGET RETIREMENT 2045 |
| *TRUST COMPANY OF OKLAHOMA TCO TARGET RETIREMENT 2035 |
| *TRUST COMPANY OF OKLAHOMA TCO LIFESTYLE MODEL - AGGRESSIVE GROWTH |
| *TRUST COMPANY OF OKLAHOMA TCO LIFESTYLE MODEL - GROWTH |
| *TRUST COMPANY OF OKLAHOMA TCO TARGET RETIREMENT 2055 |
| *TRUST COMPANY OF OKLAHOMA TCO LIFESTYLE MODEL - BALANCED |
| *TRUST COMPANY OF OKLAHOMA TCO TARGET INCOME |
| *TRUST COMPANY OF OKLAHOMA TCO LIFESTYLE MODEL - BALANCED INCOME |
| *TRUST COMPANY OF OKLAHOMA TCO LIFESTYLE MODEL - CONSERVATIVE |
| PUTNAM FIDUCIARY TRUST COMPANY PUTNAM STABLE VALUE FUND |
Investment model portfolios
We provide two types of investment model portfolios for ASSOCIATED ANESTHESIOLOGISTS, INC. 401(K) PROFIT SHARING 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 ASSOCIATED ANESTHESIOLOGISTS, INC. 401(K) PROFIT SHARING PLAN