Investment options of METHODIST THEOLOGICAL SCHOOL DC
Total Available Funds: 36
| Investment Description |
|---|
| TIAA and CREF CREF Stock # |
| TIAA and CREF CREF Social Choice # |
| TIAA and CREF CREF Global Equities # |
| TIAA and CREF CREF Bond Market # |
| TIAA and CREF CREF Growth # |
| TIAA and CREF CREF Equity Index # |
| TIAA and CREF CREF Inflation-Linked Bond # |
| Vanguard Explorer # |
| Vanguard Target Retirement 2020 # |
| Vanguard Target Retirement 2025 # |
| Vanguard Target Retirement 2030 # |
| Vanguard Target Retirement 2035 # |
| Vanguard Target Retirement 2040 # |
| Vanguard Target Retirement 2045 # |
| Vanguard Target Retirement 2050 # |
| Vanguard Target Retirement 2055 # |
| Vanguard Target Retirement 2060 # |
| Vanguard Target Retirement 2065 # |
| Vanguard Target Retirement Income # |
| Columbia Investments Columbia Dividend Income # |
| Blackrock S&P 500 Index # |
| American Funds New World R6 # |
| Principal Funds Principal Mid Cap Blend # |
| Blackrock Investments Blackrock International Index # |
| Blackrock Investments Blackrock Mid Cap Index # |
| Lord Abbett & Co. Lord Abbett Short Duration # |
| Fidelity Investments Pioneer Strategic Income # |
| iShares Russ 2000 Small Cap Index # |
| DFA International Sustain Core 1 # |
| Franklin Small Cap Value # |
| Nuveen Winslow LC # |
| Trillium ESG Global Eq # |
| TIAA and CREF TIAA Traditional Non Benefit Responsive # |
| TIAA and CREF TIAA Traditional Non Benefit Responsive 2 # |
| TIAA and CREF TIAA Traditional Benefit Responsive # |
| TIAA and CREF TIAA Traditional Benefit Responsive 2 # |
Investment model portfolios
We provide two types of investment model portfolios for METHODIST THEOLOGICAL SCHOOL DC 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 METHODIST THEOLOGICAL SCHOOL DC