Investment options of PLANNED PARENTHOOD GREAT RIVERS TSA PLAN
Total Available Funds: 36
| Investment Option List |
|---|
| American United Life Ins Co Amercent One Choice 2050 A (AADNX) |
| American United Life Ins Co Amercent One Choice 2055 A (AADVX) |
| American United Life Ins Co Amercent One Choice 2035 A (AACKX) |
| American United Life Ins Co Amercent One Choice In Ret A |
| American United Life Ins Co Amercent One Choice 2040 A (AACSX) |
| American United Life Ins Co Amercent One Choice 2045 A (AADHX) |
| American United Life Ins Co Amercent One Choice 2060 A (AAEFX) |
| American United Life Ins Co Amercent One Choice 2030 A (AABWX) |
| American United Life Ins Co State Street Equity 500 Index R (STFAX) |
| American United Life Ins Co Blackrock Mid-Cap Growth Equity R (CMGIX) |
| American United Life Ins Co Goldman Sachs Large Cap Gr Insghts Svc (GSSOX) |
| American United Life Ins Co T. Rowe Price Growth Stock R (PRGFX) |
| American United Life Ins Co MFS Mid Cap Value R2 (IAAEX) |
| American United Life Ins Co Goldman Sachs Small Cap Value Svc (GSSIX) |
| American United Life Ins Co Amercent One Choice 2025 A (AABJX) |
| American United Life Ins Co Invesco Diversified Dividend A (DDFIX) |
| American United Life Ins Co Thornburg Intl Equity R3 |
| American United Life Ins Co American Funds Europacific Growth R3 (FEPUX) |
| American United Life Ins Co Pioneer Bond A |
| American United Life Ins Co Virtus Ceredex Large-Cap Value Equity A A (STVTX) |
| American United Life Ins Co Janus Henderson Small Cap Value S (JVSNX) |
| American United Life Ins Co Thornburg Limited Term Income R3 (THIIX) |
| American United Life Ins Co American Funds New Perspective R3 (FFPNX) |
| American United Life Ins Co Principal MidCap S&P 400 Index R3 (MPSIX) |
| American United Life Ins Co Principal SmallCap S&P 600 Index R3 (PSSIX) |
| American United Life Ins Co Invesco Developing Markets A (GTDIX) |
| American United Life Ins Co Alger Capital Appreciation Instl R |
| American United Life Ins Co Pioneer Select Mid Cap Growth A (GROYX) |
| American United Life Ins Co Invesco Small Cap Growth R (GTSVX) |
| American United Life Ins Co American Century One Choice 2065 A (AAEKX) |
| American United Life Ins Co Fed Herm MDT SM Cap core A |
| American United Life Ins Co Goldman Sachs Mid Cap Gr Insghts Svc (GCMAX) |
| American United Life Ins Co Putnam Large Cap Value A (TLLVX) |
| American United Life Ins Co American Century Ginnie Mae A (AILSX) |
| statements |
| maturing through May |
Investment model portfolios
We provide two types of investment model portfolios for PLANNED PARENTHOOD GREAT RIVERS TSA 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 PLANNED PARENTHOOD GREAT RIVERS TSA PLAN