Investment options of PROHEALTH PARTNERS/ARGUS MEDICAL MANAGEMENT 401(K) RETIREMENT SAVINGS PLAN
Total Available Funds: 35
| Investment Description |
|---|
| GOLDMAN SACHS STABLE VALUE INVESTMENT |
| ALGER CAPITAL APPRECIATION Z |
| BLACKROCK MID-CAP GROWTH EQUITY K |
| FIDELITY 500 INDEX |
| FIDELITY ADVISOR SMALL CAP A |
| FIDELITY EMERGING MARKETS INDEX |
| FIDELITY GOVERNMENT MONEY MARKET FUND |
| FIDELITY INTERNATIONAL INDEX |
| FIDELITY MID CAP INDEX |
| FIDELITY SMALL CAP INDEX |
| FIDELITY US BOND INDEX |
| INVESCO OPPENHEIMER DEVELOPING MARKETS R6 |
| INVESCO OPPENHEIMER GLOBAL OPPORTS R6 |
| JANUS HENDERSON TRITON N |
| JPMORGAN U. S. RESEARCH ENHANCED EQUITY FUND - R6 |
| LORD ABBETT HIGH YIELD R6 |
| MFS INTERNATIONAL INTRINSIC VALUE R6 |
| PGIM TOTAL RETURN BOND R6 |
| PIMCO INTERNATIONAL BOND FUND (U.S. DOLLAR-HEDGED) INSTITUTIONAL CLASS |
| PUTNAM LARGE CAP VALUE FUND CLASS R6 |
| ROYCE OPPORTUNITY FUND INSTITUTIONAL CLASS |
| T. ROWE PRICE RETIREMENT 2005 |
| T. ROWE PRICE RETIREMENT 2010 |
| T. ROWE PRICE RETIREMENT 2015 |
| T. ROWE PRICE RETIREMENT 2020 |
| T. ROWE PRICE RETIREMENT 2025 |
| T. ROWE PRICE RETIREMENT 2030 |
| T. ROWE PRICE RETIREMENT 2035 |
| T. ROWE PRICE RETIREMENT 2040 |
| T. ROWE PRICE RETIREMENT 2045 |
| T. ROWE PRICE RETIREMENT 2050 |
| T. ROWE PRICE RETIREMENT 2055 |
| T. ROWE PRICE RETIREMENT 2060 |
| T. ROWE PRICE RETIREMENT BALANCED FUND |
| VICTORY SYCAMORE ESTABLISHED VALUE R6 |
Investment model portfolios
We provide two types of investment model portfolios for PROHEALTH PARTNERS/ARGUS MEDICAL MANAGEMENT 401(K) RETIREMENT SAVINGS 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 PROHEALTH PARTNERS/ARGUS MEDICAL MANAGEMENT 401(K) RETIREMENT SAVINGS PLAN