Investment options of CENTER FOR GLOBAL DEVELOPMENT DEFINED CONTRIBUTION RETIREMENT PLAN
Total Available Funds: 48
| Investment Description |
|---|
| TIAA and CREF Contract N/A |
| TIAA and CREF CREF Stock R1 N/A |
| TIAA and CREF CREF Social Choice R1 N/A |
| TIAA and CREF CREF Global Equities R1 N/A |
| TIAA and CREF CREF Growth R1 N/A |
| TIAA and CREF CREF Equity Index R1 N/A |
| TIAA and CREF CREF Inflation-Linked Bond R1 N/A |
| TIAA and CREF TIAA Access Nuv Core Pl Bd T4 N/A |
| TIAA and CREF TIAA Access Nuv Intl Equity T4 N/A |
| TIAA and CREF TIAA Access Nuv Lrg Cap Val T4 N/A |
| TIAA and CREF TIAA Access Nuv LifCyc 2035 T4 N/A |
| TIAA and CREF TIAA Access Nuv LifCyc 2040 T4 N/A |
| TIAA and CREF TIAA Access Nuv LifCyc 2050 T4 N/A |
| TIAA and CREF TIAA Access Nuv Mid Cap Grw T4 N/A |
| TIAA and CREF TIAA Access Nuv Mid Cap Val T4 N/A |
| TIAA and CREF TIAA Access Nuv RlEstSecSel T4 N/A |
| TIAA and CREF TIAA Access Nuv Sm Cp Bl Ix T4 N/A |
| TIAA and CREF TIAA Access Nuv Qt Sm Cp Eq T4 N/A |
| TIAA and CREF CREF Core Bond R1 N/A |
| TIAA and CREF TIAA Access Nuv LifCyc 2055 T4 N/A |
| TIAA and CREF TIAA Access Nuv LifCyc 2060 T4 N/A |
| American Funds American Mutual R6 N/A |
| Vanguard Target Retirement 2055 Fund N/A |
| Vanguard Target Retirement 2060 Fund N/A |
| Vanguard Mid Cap Index Adm N/A |
| Vanguard Explorer Adm N/A |
| Vanguard Small-Cap Index Adm N/A |
| American Funds American Hi Inc Tr R6 N/A |
| Vanguard Target Retirement 2065 Fund N/A |
| Mirova Mirova Intl Sustainable Equity N N/A |
| Vanguard Target Retirement 2020 Fund N/A |
| Vanguard Target Retirement 2030 Fund N/A |
| Vanguard Target Retirement 2050 Fund N/A |
| Ascensus American Funds New World R6 N/A |
| Impax Impax Global Environmental Markets Instl N/A |
| Vanguard Target Retirement 2070 Fund N/A |
| Impax Impax Sustainable Allocation Instl N/A |
| Amana Amana Growth Institutional N/A |
| Goldman Sachs Sm Cap Val Insights R6 N/A |
| Vanguard Target Retirement 2040 Fund N/A |
| Vanguard 500 Index Adm N/A |
| Vanguard Target Retirement 2035 Fund N/A |
| BlackRock Mid-Cap Growth Equity K N/A |
| Vanguard Mid-Cap Value Index Adm N/A |
| Nuveen Core Plus Bond R6 N/A |
| MFS International Diversification R6 N/A |
| Vanguard Target Retirement 2045 Fund N/A |
| Vanguard Target Retirement Income Fund N/A |
Investment model portfolios
We provide two types of investment model portfolios for CENTER FOR GLOBAL DEVELOPMENT DEFINED CONTRIBUTION RETIREMENT 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 CENTER FOR GLOBAL DEVELOPMENT DEFINED CONTRIBUTION RETIREMENT PLAN