Investment options of MIDWEST ANESTHESIA ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN
Total Available Funds: 33
| Investment Description |
|---|
| EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA SMALL CAP GROWTH |
| EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA LARGE CAP GROWTH |
| EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA DIVIDEND VALUE FUND |
| EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA LARGE CAP INVESTMENT |
| AMER FUNDS CP WRLD G& I R6 MUTUAL FUND |
| AMER FUNDAMENTAL INV R6 MUTUAL FUND |
| AMERICAN CENTURY 2025 MUTUAL FUND |
| AMERICAN CENTURY 2030 MUTUAL FUND |
| AMERICAN CENTURY 2035 MUTUAL FUND |
| AMERICAN CENTURY 2040 MUTUAL FUND |
| AMERICAN CENTURY 2045 MUTUAL FUND |
| AMERICAN CENTURY 2050 MUTUAL FUND |
| AMERICAN CENTURY 2055 MUTUAL FUND |
| AMERICAN CENTURY 2060 MUTUAL FUND |
| AMERICAN CENTURY INCOME I MUTUAL FUND |
| JPMORGAN GOVERNMENT BD I MUTUAL FUND |
| COL SLGMN TEC & INFO IST2 MUTUAL FUND |
| PIMCO TOTAL RETURN INSTIT MUTUAL FUND |
| BLACKROCK EQUITY INDEX R MUTUAL FUND |
| BLACKROCK RUSS 2000 IDX R MUTUAL FUND |
| JANUS HEN GBL LIFE SCI I MUTUAL FUND |
| LORD ABBETT INTER OPP MUTUAL FUND |
| BLACKROCK MC EQTYIDXFDOLR MUTUAL FUND |
| PGIM JENN MID CAP GRWTH Z MUTUAL FUND |
| FID ADV SM CAP VAL I MUTUAL FUND |
| DAVIS FINANCIAL FUND CL Y MUTUAL FUND |
| AM FND AMERICAN BAL R6 MUTUAL FUND |
| AM FND EUROPACFIC GRTH R6 MUTUAL FUND |
| VICTORY SYCA ESTB CL I MUTUAL FUND |
| INVESCO INTL BOND R6 MUTUAL FUND |
| FRANKLIN UTIL R6 MUTUAL FUND |
| FID ADV STRAT INC FUND I MUTUAL FUND |
| AMERICAN CENT EQ INC R6 MUTUAL FUND |
Investment model portfolios
We provide two types of investment model portfolios for MIDWEST ANESTHESIA ASSOCIATES, P.A. 401(K) 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 MIDWEST ANESTHESIA ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN