Investment options of MID-ATLANTIC WOMEN'S CARE, P.L.C. PROFIT SHARING PLAN
Total Available Funds: 28
| Investment Description |
|---|
| VANGUARD VANGUARD INTL GROWTH ADMIRAL CLASS |
| AMERICAN CENTURY AMERICAN CENTURY MID CAP VALUE CL R6 |
| AMERICAN AMERICAN FD AMERICAN BAL FD R6 |
| CARILLON CARILLON EAGLE MID CAP GR FD R6 |
| CENTRE CENTRE AMERICAN HEALTH CARE INVESTMENT TRUST |
| BLACKROCK BLACKROCK EAFE EQUITY INDEX FUND R |
| BLACKROCK BLACKROCK EQUITY INDEX FUND R |
| BLACKROCK BLACKROCK MID CAP EQUITY INDEX FD R |
| BLACKROCK BLACKROCK MSCI ACWI EX-US INDEX FD R |
| BLACKROCK BLACKROCK MSCI EMERGING MRKTS EQTY R |
| BLACKROCK BLACKROCK U. S. DEBT INDEX FUND R |
| ALLIANCEBERNSTEIN AB US LARGE CAP GROWTH W SERIES P-1 |
| TIAA NUVEEN TIAA LIFECYCLE INDEX 2015 R |
| TIAA NUVEEN TIAA LIFECYCLE INDEX 2020 R |
| TIAA NUVEEN TIAA LIFECYCLE INDEX 2025 R |
| TIAA NUVEEN TIAA LIFECYCLE INDEX 2030 R |
| TIAA NUVEEN TIAA LIFECYCLE INDEX 2035 R |
| TIAA NUVEEN TIAA LIFECYCLE INDEX 2040 R |
| TIAA NUVEEN TIAA LIFECYCLE INDEX 2045 R |
| TIAA NUVEEN TIAA LIFECYCLE INDEX 2050 R |
| TIAA NUVEEN TIAA LIFECYCLE INDEX 2055 R |
| TIAA NUVEEN TIAA LIFECYCLE INDEX 2060 R |
| TIAA NUVEEN TIAA LIFECYCLE INDEX 2065 R |
| RELIANCE TRUST RELIANCE TRST SVF METLIFE 25157 CL 0 |
| CHARLES SCHWAB BANK SCHWAB FNDMENTL INTL LGE CO INDEX |
| VANGUARD VANGUARD HEALTH CARE IND FD ADM |
| VANGUARD VANGUARD SMALL CAP I |
| WASATCH WASATCH INTL GROWTH FUND INV |
Investment model portfolios
We provide two types of investment model portfolios for MID-ATLANTIC WOMEN'S CARE, P.L.C. 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 MID-ATLANTIC WOMEN'S CARE, P.L.C. PROFIT SHARING PLAN