Investment options of ATLANTIC GENERAL HOSPITAL CORPORATION TAX DEFERRED PLAN
Total Available Funds: 48
| Investment Description |
|---|
| AMCEN MID CAP VALUE FUND R6 |
| AMERICAN FUNDS AMCAP FUND R6 |
| AMERICAN FUNDS CAP INC BLD R6 |
| AMERICAN FUNDS EUROPACIFIC R6 |
| AMERICAN FUNDS FDMNTL INV R6 |
| AMERICAN FUNDS SMALLCAP R6 |
| AMERICAN FUNDS WASH MUTUAL R6 |
| BLKRCK EQUITY DIVIDEND FND K |
| CALVERT US LG-CP CR RSP IN FI |
| CARILLON EAGLE SM CAP GRW R6 |
| DFA REAL ESTATE SECS PORT INS |
| DFA US SMALL CAP PORTFOLIO INS |
| GLDMN SACHS INT SM CP INS F R6 |
| INV DEV MRKTS FD R6 |
| INV GLOBAL FD R6 |
| ISHARES S&P 500 INDEX FUND |
| ISHARES S&P 500 INDEX FUND |
| ISHARES TOTAL US STOCK MARKET ETF |
| VANGRD HIGH-YD CORP FND ADM |
| VANGRD MID-CAP INDEX FUND ADM |
| VANGRD SMALL-CAP INDEX FUND ADM |
| VANGRD TOT INT STK IN F ADM |
| VANGRD TRGT RETIRE 2025 FD |
| VANGRD TRGT RETIRE 2035 FD |
| VANGRD TRGT RETIRE 2045 FD |
| VANGRD TRGT RETIRE INC FD |
| VIRTUS CRDX MC VL EQ FD R6 |
| VOYA FIXED PLUS ACCOUNT III INSURANCE COMPANY GENERAL ACCOUNT |
| VOYA FIXED PLUS ACCOUNT III AINSURANCE COMPANY GENERAL ACCOUNT |
| VOYA INTERMEDIATE BOND FUND R6 |
| VOYA LARGE-CAP GROWTH FUND R6 |
| VOYA MID CAP OPPORT PORT R6 |
| VY TRWPR CAP APPREC PORT R6 |
| AMERICAN FUNDS EUROPACIFIC R4 |
| FIDELITY VIP CONTRAFUND PT I |
| FIDELITY VIP GROWTH PORT I |
| VOYA FIXED PLUS ACCOUNT II AINSURANCE COMPANY GENERAL ACCOUNT |
| VOYA FIXED PLUS ACCT II (4568) INSURANCE COMPANY GENERAL ACCOUNT |
| VOYA GLOBAL BOND PORT I |
| VOYA INDEX PLUS LARGE CAP PRT I |
| VOYA INDEX PLUS MIDCAP PRT I |
| VOYA INDEX PLUS SMALLCAP PRT I |
| VOYA INTERMEDIATE BOND PRT I |
| VOYA SHORT-TERM GAA (4559) INSURANCE COMPANY GENERAL ACCOUNT |
| VY INV GLOB PORTF - INIT CL |
| VY TRWPR CAP APPREC PORT SRV |
| VY TRWPR EQTY INCOME PRT SRV |
| WANGER ACORN |
Investment model portfolios
We provide two types of investment model portfolios for ATLANTIC GENERAL HOSPITAL CORPORATION TAX DEFERRED 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 ATLANTIC GENERAL HOSPITAL CORPORATION TAX DEFERRED PLAN