Investment options of ATLANTIC MEDICAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN
Total Available Funds: 31
| Investment Description |
|---|
| AMERICAN FUNDS EUROPACIFIC GROWTH FUND R5 |
| AMERICAN FUNDS CAPITAL WORLD GROWTH & INCOME FUND R5 |
| AMERICAN FUNDS THE GROWTH FUND OF AMERICA R5 |
| AMERICAN FUNDS AMERICAN HIGH-INCOME TRUST FUND R5 |
| AMERICAN FUNDS INVESTMENT COMPANY OF AMERICA R5 |
| AMERICAN FUNDS NEW WORLD FUND R5 |
| AMERICAN FUNDS SMALL CAP WORLD R5 |
| AMERICAN FUNDS BALANCED FUND R5 |
| AMERICAN FUNDS NEW PERSPECTIVE FUND |
| VANGUARD INCOME FUND |
| VANGUARD EXPLORER FUND |
| VANGUARD GROWTH INDEX FUND |
| VANGUARD INDEX TRUST 500 PORTFOLIO FUND |
| VANGUARD INDEX TRUST MID-CAP INDEX FUND |
| VANGUARD INFLATION PROTECTED SECS ADM CLASS FUND |
| VANGUARD INFORMATION TECH AND ADM FUND |
| VANGUARD LONG TERM INVESTMENT GRADE FUND |
| VANGUARD MID CAP GROWTH FUND |
| VANGUARD REIT INDEX FUND |
| VANGUARD TARGET RETIREMENT 2025 FUND |
| VANGUARD TARGETRETIREMENT 2035 FUND |
| VANGUARD TARGET RETIREMENT 2045 FUND |
| VANGUARD TARGET RETIREMENT 2055 FUND |
| VANGUARD TARGET RETIREMENT INCOME |
| DIMENSIONAL US LARGE CAP VALUE FUND |
| DIMENSIONAL US MICRO CAP FUND |
| DIMENSIONAL US SMALL CAP VALUE |
| PIMCO TOTAL RETURN INSTITUTIONAL FUND |
| PIMCO REAL RETURN INSTITUTIONAL FUND |
| PUTNAM STABLE VALUE FUND |
| TD AMERITRADE TD AMERITRADE BROKERAGE |
Investment model portfolios
We provide two types of investment model portfolios for ATLANTIC MEDICAL MANAGEMENT, LLC 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 ATLANTIC MEDICAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN