Investment options of GLENVIEW TERRACE GERIATRIC CENTER PROFIT SHARING PLAN
Total Available Funds: 41
| Investment Description |
|---|
| ALLIANCE BERNSTEIN GLOBAL BOND FUND |
| BLACKROCK ADVANTAGE GLOBAL INVESTORS FUND |
| COLONIAL CAPITAL ALLOCATION BALANCED FUND |
| DELAWARE DIVERSIFIED INCOME FUND |
| BRINKER CAPITAL DESTINATIONS CORE FIXED INCOME FUND |
| BRINKER CAPITAL DESTINATIONS EQUITY INCOME FUND |
| BRINKER CAPITAL DESTINATIONS GLOBAL FIXED INC OPPORTUNITIES FUND |
| BRINKER CAPITAL DESTINATIONS INTERNATIONAL EQUITY FUND CLASS Z |
| BRINKER CAPITAL DESTINATIONS LARGE CAP EQUITY FUND |
| BRINKER CAPITAL DESTINATIONS LOW DURATION FIXED INCOME FUND |
| BRINKER CAPITAL DESTINATIONS MULTI STRATEGY ALTERNATIVES FUND |
| BRINKER CAPITAL BRINKER CAPITAL DESTINATIONS SHELTER FUND |
| BRINKER CAPITAL DESTINATIONS SMALL CAP EQUITY FUND |
| FEDERATED GOVERNMENT OBLIGATIONS PREMIER FUND |
| FEDERATED INSTITUTIONAL HIGH YIELD BOND FUND |
| FIDELITY 500 INDEX FUND |
| FIDELITY FOUR-IN-ONE INDEX FUND |
| FIDELITY INFLATION PROTECTED BOND FUND |
| FIDELITY INTERNATIONAL INDEX FUND |
| FIDELITY TOTAL MARKET INDEX FUND |
| TIAA- CREF LIFECYCLE 2030 FUND |
| TIAA- CREF LIFECYCLE 2040 FUND |
| TIAA- CREF LIFECYCLE 2045 FUND |
| TIAA- CREF LIFECYCLE 2050 FUND |
| TIAA- CREF LIFECYCLE 2055 FUND |
| TIAA- CREF LIFECYCLE 2060 FUND |
| VANGUARD 500 INDEX FUND |
| VANGUARD BALANCED INDEX FUND |
| VANGUARD DEVELOPING MARKETS INDEX FUND |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND |
| VANGUARD GROWTH INDEX FUND |
| VANGUARD INTERMEDIATE TERM GOVERNMENT BOND FUND |
| VANGUARD MID- CAP INDEX FUND |
| VANGUARD REAL ESTATE INDEX FUND |
| VANGUARD SMALL CAP INDEX FUND |
| VANGUARD SHORT-TERM BOND INDEX FUND |
| VANGUARD TARGET RETIREMENT 2035 FUND |
| VANGUARD TARGET RETIREMENT 2060 FUND |
| VANGUARD TOTAL STOCK MARKET INDEX FUND |
| VANGUARD VALUE INDEX FUND |
| VANGUARD WELLESLEY INCOME FUND |
Investment model portfolios
We provide two types of investment model portfolios for GLENVIEW TERRACE GERIATRIC CENTER 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 GLENVIEW TERRACE GERIATRIC CENTER PROFIT SHARING PLAN