Mid Atlantic Permanente Medical Group P.C. 401K Plan Investment Model Portfolios

Investment options of Mid Atlantic Permanente Medical Group P.C. 401K Plan

Total Available Funds: 17

Asset Class

Ticker

Description

Others
Target Date 2036-2040	AAGTX	American Funds Trgt Date Ret 2040 A
Target Date 2031-2035	AAFTX	American Funds Trgt Date Ret 2035 A
Target Date 2041-2045	AAHTX	American Funds Trgt Date Ret 2045 A
Target Date 2046-2050	AALTX	American Funds Trgt Date Ret 2050 A
Moderate Allocation	OAKBX	Oakmark Equity & Income I
Target Date 2011-2015	AABTX	American Funds Trgt Date Ret 2015 A

FIXED INCOME
Intermediate-Term Bond	PTTRX	PIMCO Total Return Instl
Inflation-Protected Bond	ACITX	American Century Infl-Adj Bond Inv
Intermediate-Term Bond	BTUSX	DWS US Bond Index Inst
Intermediate-Term Bond	BONDX	DWS US Bond Index A

INTERNATIONAL EQUITY
Foreign Large Growth	AIIEX	Invesco International Growth A
Foreign Large Value	MGIAX	MFS International Value A
Foreign Large Blend	RERFX	American Funds EuroPacific Gr R5

US EQUITY
SMALL VALUE	PSVIX	Allianz NFJ Small Cap Value Instl
Mid-Cap Growth	PEGZX	Prudential Jennison Mid Cap Growth Z
MID-CAP VALUE	NAMAX	Columbia Mid Cap Value Z
LARGE GROWTH	RGAFX	American Funds Growth Fund of Amer R5

Investment model portfolios

We provide two types of investment model portfolios for Mid Atlantic Permanente Medical Group P.C. 401K 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.

Customize a model portfolio now

Retirement Plan (401(k)) Info for Mid Atlantic Permanente Medical Group P.C. 401K Plan

MID-ATLANTIC PERMANENTE MEDICAL GROUP, P.C. 401(K) PLAN

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