Investment options of JOHN COOPER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
Total Available Funds: 180
| Investment Description |
|---|
| Nuveen Lifecycle Index 2035 Fund |
| Nuveen Lifecycle Index 2030 Fund |
| Nuveen Lifecycle Index 2040 Fund |
| Nuveen Lifecycle Index 2025 Fund |
| Nuveen Lifecycle Index 2045 Fund |
| Charles Schwab Schwab S&P |
| Nuveen Lifecycle Index 2050 Fund |
| Nuveen Lifecycle Index 2015 Fund |
| Nuveen Lifecycle Index 2020 Fund |
| Nuveen Lifecycle Index 2055 Fund |
| Nuveen Large Cap Value |
| PGIM PGIM Jennison Growth Fund |
| Nuveen Small Cap Blend |
| The Vanguard Group Vanguard Mid Cap |
| Nuveen Lifecycle Index 2060 Fund |
| The Vanguard Group Vanguard Emerging Markets Stock |
| Nuveen Lifecycle Index 2065 Fund |
| CREF CREF Stock Account |
| CREF CREF Growth Account |
| CREF CREF Equity Index Account |
| CREF CREF Global Equities Account |
| CREF CREF Social Choice Account |
| CREF CREF Inflation-Linked Bond Account |
| CREF CREF Core Bond Account |
| VALIC VALIC Fixed Account Plus |
| VOYA Voya Fixed Plus Account II |
| VALIC Short Term Fixed Account |
| VOYA Voya T. Rowe Price Capital Appreciation Portfolio |
| VALIC Vanguard Wellington Fund |
| VALIC Moderate Growth Lifestyle Fund |
| VALIC Stock |
| VALIC Science & Technology Fund |
| TIAA Access Nuveen International Equity Fund |
| VOYA VOYA Index Plus Mid Cap Portfolio |
| VOYA VOYA Russell Large Cap Growth Index Portfolio |
| VALIC Vanguard Windsor II Fund |
| VALIC Mid Cap |
| VOYA VOYA Solution 2045 Portfolio |
| TIAA Access Nuveen Large Cap Growth Fund |
| TIAA Access Nuveen Large Cap Value Fund |
| VALIC Mid Cap Strategic Growth Fund |
| TIAA Access Nuveen Core Equity Fund |
| VALIC Core Bond Fund |
| TIAA Access Nuveen Mid Cap Value Fund |
| VOYA VY T. Rowe Price Equity Income Portfolio |
| VOYA VOYA Solution 2035 Portfolio |
| VALIC High Yield Bond Fund |
| VOYA VOYA Balanced Income Portfolio |
| TIAA Access Nuveen Equity |
| VALIC Vanguard LifeStrategy Conservative Growth Fund |
| TIAA Access Nuveen Small Cap Blend |
| VOYA Loomis Sayles Small Cap Value Fund |
| TIAA Access Nuveen Core Bond Fund |
| TIAA Access Nuveen Lifecycle 2040 Fund |
| VOYA VY T. Rowe Price Growth Equity Portfolio |
| VOYA VOYA Solution Balanced Portfolio |
| TIAA Access Nuveen Quant Small Cap Equity Fund |
| TIAA Access Nuveen Mid Cap Growth Fund |
| VOYA VOYA Index Plus Small Cap Portfolio |
| VALIC Growth Fund |
| VOYA Invesco V.I. Core Equity Fund |
| VALIC VALIC Company I Conservative Growth Lifestyle Fund |
| TIAA Access Nuveen Lifecycle 2030 Fund |
| VALIC Systematic Core Fund |
| VOYA VOYA Global High Dividend Low Volatility Portfolio |
| TIAA Access Nuveen Core Plus Bond Fund |
| VOYA VOYA High Yield Portfolio |
| TIAA Access Nuveen Lifecycle 2045 Fund |
| VOYA VOYA Solution Aggressive Portfolio |
| VOYA VOYA Intermediate Bond Portfolio |
| TIAA Access Nuveen Lifecycle 2025 Fund |
| VOYA American Century Inflation Adjusted Bond Fund |
| VALIC Large Capital Growth Fund |
| VOYA VOYA Large Cap Value Portfolio |
| VOYA VOYA Solution 2025 Portfolio |
| VOYA VY Invesco Comstock Portfolio |
| VOYA VOYA Solution Income Portfolio |
| TIAA Access Nuveen Inflation Linked Bond Fund |
| VALIC International Value Fund |
| VOYA VOYA Global Insights Portfolio |
| TIAA Access Nuveen Lifecycle 2035 Fund |
| VOYA VY Invesco Equity & Income Portfolio |
| TIAA Access Nuveen Large Cap Responsible Equity Fund |
| VALIC Emerging Economies Fund |
| VOYA VOYA Solution Conservative Portfolio |
| VALIC International Government Bond Fund |
| ranging from 4.25% to 9.50% |
| College Retirement Equities Fund variable annuities TIAA Traditional Benefit Responsive |
| College Retirement Equities Fund variable annuities TIAA Traditional Non Benefit Responsive |
| College Retirement Equities Fund variable annuities CREF Stock R1 |
| College Retirement Equities Fund variable annuities CREF Social Choice R1 |
| College Retirement Equities Fund variable annuities CREF Global Equities R1 |
| College Retirement Equities Fund variable annuities CREF Growth R1 |
| College Retirement Equities Fund variable annuities CREF Equity Index R1 |
| College Retirement Equities Fund variable annuities CREF Inflation-Linked Bond R1 |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Core Pl Bd T4 |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Core Bond T4 |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Equity Idx T4 |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Core Equity T4 |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Infl Lnk Bd T4 |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Intl Equity T4 |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Lrg Cap Gr T4 |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Lrg Cap Val T4 |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2025 T4 |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2030 T4 |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2035 T4 |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2040 T4 |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LifCyc 2045 T4 |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Mid Cap Grw T4 |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Mid Cap Val T4 |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Money Mkt T4 |
| College Retirement Equities Fund variable annuities TIAA Access Nuv RlEstSecSel T4 |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Sm Cp Bl Ix T4 |
| College Retirement Equities Fund variable annuities TIAA Access Nuv Qt Sm Cp Eq T4 |
| College Retirement Equities Fund variable annuities TIAA Access Nuv LgCp Res Eq T4 |
| College Retirement Equities Fund variable annuities CREF Core Bond R1 |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2015 R6 |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2020 R6 |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2025 R6 |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2030 R6 |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2035 R6 |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2040 R6 |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2045 R6 |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2050 R6 |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2055 R6 |
| College Retirement Equities Fund variable annuities Nuveen Large Cap Val Idx R6 |
| College Retirement Equities Fund variable annuities Nuveen Small Cap Bld Idx R6 |
| College Retirement Equities Fund variable annuities Vanguard Ttl Bd Mkt Idx Adm |
| College Retirement Equities Fund variable annuities Vanguard Mid-Cap Idx Adm |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2060 R6 |
| College Retirement Equities Fund variable annuities Vanguard Ttl Intl Stk Idx Adm |
| College Retirement Equities Fund variable annuities Metropolitan W Tot Ret Bd Pln |
| College Retirement Equities Fund variable annuities Schwab S&P |
| College Retirement Equities Fund variable annuities Vanguard Ttl Stk Mkt Idx Adm |
| College Retirement Equities Fund variable annuities PGIM Jennison Growth Class R6 |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2065 R6 |
| College Retirement Equities Fund variable annuities Vanguard Ttl Intl Bnd Idx Adm |
| College Retirement Equities Fund variable annuities CREF Stock R4 |
| College Retirement Equities Fund variable annuities Vanguard Emr Mkts Stk Idx Adm |
| College Retirement Equities Fund variable annuities TIAA-CREF Self Directed Acct |
| VALIC EMERGING ECONOMIES |
| VALIC FIXED ACCOUNT PLUS |
| VALIC GS VIT GOV MONEY MKT FD INST |
| VALIC INTERNATIONAL GOVERNMENT BOND |
| VALIC LARGE CAPITAL GROWTH |
| VALIC LOAN COLLATERAL FUND |
| VALIC LOAN ESCROW FUND |
| VALIC MID CAP STRATEGIC GWTH |
| VALIC VANGUARD WELLINGTON FUND INC |
| VALIC VANGUARD WINDSOR II |
| VALIC MODERATE GROWTH LIFESTYLE |
| VALIC VANGUARD LIFESTRATEGY CONSER |
| VALIC VC I CONSERV GROWTH LIFESTYLE |
| VOYA Voya Intermediate Bond Port I |
| VOYA Voya Index Plus SmallCap Portfolio I |
| VOYA Voya Index Plus MidCap Portfolio I |
| VOYA Invesco VI Core Equity Fund SI |
| VOYA VY TRowePrice Grwth Eqty Port I |
| VOYA Voya Glob Insights Port Init |
| VOYA VY Invesco Comstock Port Srv |
| VOYA VY Invesco Eqty & Inc Port I |
| VOYA VY TRowePrice Eqty Income Pt Srv |
| VOYA Voya Solution 2025 Portfolio Srv |
| VOYA Voya Solution 2035 Portfolio Srv |
| VOYA Voya Solution 2045 Portfolio Srv |
| VOYA Voya Solution Income Prt Srv |
| VOYA VY JPMorgan Emrg Mkts Eq Port Srv |
| VOYA VY TRowePrice Captl Apprec Pt Srv |
| VOYA Amer Cent Infl-Adjust Bond Fnd |
| VOYA VY CBRE Rl Estate Prt Srv |
| VOYA Loomis Sayles Sm Cp Value Fnd Ret |
| VOYA Voya High Yield Port Ins |
| VOYA Voya Balanced Income Port Ins |
| VOYA Voya Large Cap Value Port Inst |
| VOYA Voya Solution Mod Conserv Prt Srv |
| VOYA VY CBRE Glb RlEst Prt Ins |
| VOYA Voya Solution Conserv Pt |
| VOYA Voya Russell Lrg Cp Grw Ind Port I |
| VOYA Voya Glo High Div Low Vol Prtf I |
| VOYA Voya Solution Agress Pt |
Investment model portfolios
We provide two types of investment model portfolios for JOHN COOPER SCHOOL 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 JOHN COOPER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN