Investment options of COMPLETE CARE 401(K) PLAN
Total Available Funds: 49
| Investment Description |
|---|
| Allspring Special Sc Val Inst Registered Investment Company |
| Amerfds 2010 Targ Date Ret-R4 Registered Investment Company |
| Amerfds 2015 Targ Date Ret-R4 Registered Investment Company |
| Amerfds 2020 Targ Date Ret-R4 Registered Investment Company |
| Amerfds 2025 Targ Date Ret-R4 Registered Investment Company |
| Amerfds 2030 Targ Date Ret-R4 Registered Investment Company |
| Amerfds 2035 Targ Date Ret-R4 Registered Investment Company |
| Amerfds 2040 Targ Date Ret-R4 Registered Investment Company |
| Amerfds 2045 Targ Date Ret-R4 Registered Investment Company |
| Amerfds 2050 Targ Date Ret-R4 Registered Investment Company |
| Amerfds 2055 Targ Date Ret-R4 Registered Investment Company |
| Amerfds 2060 Targ Date Ret-R4 Registered Investment Company |
| Amerfds 2065 Targ Date Ret R4 Registered Investment Company |
| Amf Growth Fund Of America R6 Registered Investment Company |
| Blackrock Fedfund – Premier Registered Investment Company |
| Federated Mdt Sm Cap Core Inst Registered Investment Company |
| Invesco Comstock Fund – R6 Registered Investment Company |
| Invesco Discovery Large Cap Y Registered Investment Company |
| Ishares Russell 2000 Sm Cap I Registered Investment Company |
| Ishares S&P 500 Index K Registered Investment Company |
| Massachusetts Investors Tr R6 Registered Investment Company |
| Mfs Research International R6 Registered Investment Company |
| Thornburg Intl Equity R6 Registered Investment Company |
| (Form 5500) |
| (6) Net investment gain (loss) from common/collective trusts …………………… 2b |
| AMERFDS 2040 TARG DATE RET-R4 |
| ALLSPRING SPECIAL SC VAL INST |
| AMERFDS 2065 TARG DATE RET R4 |
| INVESCO DISCOVERY LARGE CAP Y |
| MASSACHUSETTS INVESTORS TR R6 |
| MFS RESEARCH INTERNATIONAL R6 |
| AMERFDS 2025 TARG DATE RET-R4 |
| ISHARES RUSSELL 2000 SM CAP I |
| AMERFDS 2020 TARG DATE RET-R4 |
| AMERFDS 2030 TARG DATE RET-R4 |
| AMF GROWTH FUND OF AMERICA R6 |
| AMERFDS 2055 TARG DATE RET-R4 |
| INVESCO COMSTOCK FUND – R6 |
| AMERFDS 2010 TARG DATE RET-R4 |
| AMERFDS 2050 TARG DATE RET-R4 |
| THORNBURG INTL EQUITY R6 |
| AMERFDS 2045 TARG DATE RET-R4 |
| ISHARES S&P 500 INDEX K |
| AMERFDS 2035 TARG DATE RET-R4 |
| FEDERATED MDT SM CAP CORE INST |
| AMERFDS 2015 TARG DATE RET-R4 |
| BLACKROCK FEDFUND – PREMIER |
| AMERFDS 2060 TARG DATE RET-R4 |
| GALLIARD STABLE RETURN FUND K |
Investment model portfolios
We provide two types of investment model portfolios for COMPLETE CARE 401(K) 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 COMPLETE CARE 401(K) PLAN