Investment options of LIFEGIFT ORGAN DONATION CENTER TAX SHELTERED ANNUITY PLAN
Total Available Funds: 39
| Investment Description |
|---|
| BORROWER, LESSOR, OR MATURITY DATE, RATE OF INTEREST, COLLATERAL, SIMILAR PARTY PAR, OR MATURITY VALUE COST** CURRENT VALUE |
| INVESTMENTS: |
| BROKERAGELINK MUTUAL FUND |
| FID CONTRAFUND MUTUAL FUND |
| FID GROWTH COMPANY MUTUAL FUND |
| FIDELITY GOVT INCOME MUTUAL FUND |
| FID REAL ESTATE INVS MUTUAL FUND |
| FID BALANCED MUTUAL FUND |
| FID INTL DISCOVERY MUTUAL FUND |
| FID LOW PRICED STK MUTUAL FUND |
| FID MID CAP STOCK MUTUAL FUND |
| FID MULTI ASSET IDX MUTUAL FUND |
| FID FREEDOM INCOME MUTUAL FUND |
| FID FREEDOM 2010 MUTUAL FUND |
| FID FREEDOM 2020 MUTUAL FUND |
| FID FREEDOM 2030 MUTUAL FUND |
| FID HIGH INCOME MUTUAL FUND |
| FID GOVT MMKT MUTUAL FUND |
| FID FREEDOM 2040 MUTUAL FUND |
| FID FREEDOM 2015 MUTUAL FUND |
| FID FREEDOM 2025 MUTUAL FUND |
| FID FREEDOM 2035 MUTUAL FUND |
| FID SMALL CAP GROWTH MUTUAL FUND |
| FID SMALL CAP VALUE MUTUAL FUND |
| FID FREEDOM 2045 MUTUAL FUND |
| FID FREEDOM 2050 MUTUAL FUND |
| FID US BOND IDX MUTUAL FUND |
| FID 500 INDEX MUTUAL FUND |
| FID FREEDOM 2055 MUTUAL FUND |
| FID INTL INDEX MUTUAL FUND |
| FID EXTD MKT IDX MUTUAL FUND |
| FID INFL PR BD IDX MUTUAL FUND |
| FID FREEDOM 2060 MUTUAL FUND |
| FID FREEDOM 2065 MUTUAL FUND |
| INVS DEVELOP MKT Y MUTUAL FUND |
| VANG BAL INDEX ADM MUTUAL FUND |
| PIF SMALL CAP R5 MUTUAL FUND |
| MFS VALUE R3 MUTUAL FUND |
| MFS MID CAP GRTH R6 MUTUAL FUND |
Investment model portfolios
We provide two types of investment model portfolios for LIFEGIFT ORGAN DONATION CENTER TAX SHELTERED ANNUITY 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 LIFEGIFT ORGAN DONATION CENTER TAX SHELTERED ANNUITY PLAN