Investment options of METROPOLITAN ANESTHESIA NETWORK PROFIT SHARING PLAN
Total Available Funds: 39
| Investment Description |
|---|
| GALLIARD STABLE VALUE C FUND |
| WILMINGTON TRUST, N. A. EAFE EQUITY INDEX FUND |
| WILMINGTON TRUST, N. A. EQUITY INDEX FUND |
| WILMINGTON TRUST, N. A. US DEBT INDEX FUND |
| PRUDENTIAL TRUST COMPANY CORE PLUS BOND FUND |
| T. ROWE PRICE TRUST CO. EMERGING MARKETS FUND CLASS R |
| WILMINGTON TRUST, N. A. MID CAP GROWTH |
| WILMINGTON TRUST, N. A. SMALL CAP GROWTH FUND II CLASS R |
| WILMINGTON TRUST, N. A. SMALL CAP VALUE FUND II CLASS |
| AMERICAN NEW PRESPECTIVE FUND |
| BAILLIE GIFFORD EMERGING MARKETS EQUITY FUND |
| BAIRD CORE PLUS BOND INSTITUTIONAL FUND |
| BAIRD SHORT-TERM BOND INSTITUTIONAL FUND |
| BLACKROCK HEALTH OPPS INSTITUTIONAL FUND |
| DFA INTERNATIONAL SMALL COMPANY FUND |
| DFA REAL ESTATE SECURITIES FUND |
| DODGE & COX INTERNATIONAL FUND |
| DODGE & COX STOCK FUND |
| EUROPACIFIC GROWTH R6 FUND |
| SCHWAB GROWTH OF AMERICA FUND |
| PGIM HIGH YIELD Z FUND |
| PIMCO GLOBAL BOND OPPS FUND |
| SCHWAB TREASURY INFLATION PROTECT SECS INDEX FUND |
| SCHWAB S& P 500 INDEX FUND |
| T. ROWE PRICE GLOBAL TECH I FUND |
| T. ROWE PRICE INTERNATIONAL DISCOVERY I FUND |
| VANGUARD ENERGY INDEX ADMIRAL FUND |
| VANGUARD EQUITY INCOME ADMIRAL FUND |
| VANGUARD GROWTH INDEX ADMIRAL FUND |
| VANGUARD INFLATION PROTECT ADMIRAL FUND |
| VANGUARD MID CAP INDEX ADMIRAL FUND |
| VANGUARD REAL ESTATE INDEX ADMIRAL FUND |
| VANGUARD SHORT TERM BOND INDEX ADMIRAL FUND |
| VANGUARD SHORT TERM INFLATION PROTECT FUND |
| VANGUARD SMALL CAP INDEX INSTITUTIONAL FUND |
| VANGUARD TOTAL BOND MARKET INDEX ADMIRAL FUND |
| VANGUARD VALUE INDEX ADMIRAL FUND |
| VANGUARD FEDERAL MONEY MARKET FUND |
| VICTORY ESTABLISHED VALUE I FUND |
Investment model portfolios
We provide two types of investment model portfolios for METROPOLITAN ANESTHESIA NETWORK 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 METROPOLITAN ANESTHESIA NETWORK PROFIT SHARING PLAN