Investment options of AUGUSTA ONCOLOGY ASSOCIATES, P. C. PROFIT SHARING PLAN
Total Available Funds: 32
| Investment Description |
|---|
| AMERICAN CENTURY ONE CHOICE 2025 RET OPT |
| AMERICAN CENTURY ONE CHOICE 2030 RET OPT |
| AMERICAN CENTURY ONE CHOICE 2035 RET OPT |
| AMERICAN CENTURY ONE CHOICE 2040 RET OPT |
| AMERICAN CENTURY ONE CHOICE 2045 RET OPT |
| AMERICAN CENTURY ONE CHOICE 2050 RET OPT |
| AMERICAN CENTURY ONE CHOICE 2055 RET OPT |
| AMERICAN CENTURY ONE CHOICE 2060 RET OPT |
| AMERICAN CENTURY ONE CHOICE INRETRMTRETOPT |
| AMERICAN CENTURY VALUE RET OPT |
| BLACK ROCK BLACKROCK ADVANTAGE GLOBAL RET OPT |
| BLACK ROCK BLACKROCK EQUITY DIVIDEND RET OPT |
| BLACK ROCK BLACKROCK GLOBAL ALLOCATION RET OPT |
| BLACK ROCK BLACKROCK HEALTH SCIENCES OPS RET OPT |
| BLACK ROCK BLACKROCK INTERNATIONAL OPPORTUNITIES RET OPT |
| DELAWARE FUNDS DELAWARE IVY MID CAP GROWTH RET OPT |
| DFA DFA INFL-PROTECTED SEC PORTFOLIO RET OPT |
| INVESCO INVESCO INTERNATIONAL GROWTH RET OPT |
| JANUS JANUS BALANCED RET OPT |
| JP MORGAN JPMORGAN INTREPID MID CAP RET OPT |
| JP MORGAN JPMORGAN LARGE CAP GROWTH RET OPT |
| JP MORGAN JPMORGAN U. S. LARGE CAP CORE PLUS RET OPT |
| NEUBERGER BERMAN NEUBERGER BERMAN CORE BOND RET OPT |
| SSGA SSGA EMERGING MARKETS INDEX RET OPT |
| SSGA SSGA U. S. BOND INDEX RET OPT |
| STATE STREET STATE STREET RUSSELL LRG CAP GROWTH INDEX RET OPT |
| STATE STREET STATE STREET RUSSELL SM CAP GROWTH INDEX RET OPT |
| STATE STREET STATE STREET RUSSELL SM CAP INDEX RET OPT |
| THORNBURG THORNBURG INTERNATIONAL EQUITY RET OPT |
| TLIC TRANSAMERICA MID CAP VAL OPPORTUNITIES RET OPT |
| TLIC TRANSAMERICA PARTNERS HIGH YIELD BOND RET |
| VANGUARD VANGUARD TOTAL STOCK MARKET INDEX RET OPT |
Investment model portfolios
We provide two types of investment model portfolios for AUGUSTA ONCOLOGY ASSOCIATES, P. C. 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 AUGUSTA ONCOLOGY ASSOCIATES, P. C. PROFIT SHARING PLAN