Investment options of SAUK PRAIRIE HEALTHCARE, INC. TAX DEFERRED ANNUITY PLAN
Total Available Funds: 37
| Investment Description |
|---|
| AMERICAN FUNDAMENTAL INVESTORS FUND |
| AMERICAN EUROPACIFIC GROWTH FUND |
| VIRTUS CEREDEX SMALL CAP VALUE EQUITY MUTUAL FUND |
| AMERICAN BALANCED FUND |
| VICTORY SYCAMORE ESTABLISHED VALUE CLASS |
| TWEEDY BROWNE GLOBAL VALUE MUTUAL FUND |
| OAKMARK INSTITUTIONAL CLASS |
| PIMCO FUNDS TOTAL RETURN FUND |
| JANUS HENDERSON ENTERPRISE CLASS N |
| VANGUARD 500 INDEX TRUST PORTFOLIO |
| FIDELITY CONTRAFUND K6 |
| JP MORGAN EQUITY INCOME |
| VANGUARD SMALL CAP GROWTH INDEX |
| VANGUARD INTERNATIONAL EXPLORER |
| VANGUARD TOTAL STOCK MARKET INDEX |
| VANGUARD TOTAL INTERNATIONAL STOCK MARKET INDEX |
| VANGUARD TOTAL BOND INDEX |
| DODGE & COX INCOME |
| AMERICAN FUNDS GLOBAL GROWTH POOLED SEPARATE ACCOUNT |
| AMERICAN FUNDS GROWTH POOLED SEPARATE ACCOUNT |
| AMERICAN FUNDS INTERNATIONAL POOLED SEPARATE ACCOUNT |
| DELAWARE VIP SMALL CAP VALUE POOLED SEPARATE ACCOUNT |
| DELAWARE VIP SMID CAP GROWTH POOLED SEPARATE ACCOUNT |
| DELAWARE VIP VALUE POOLED SEPARATE ACCOUNT |
| FIDELITY VIP CONTRAFUND POOLED SEPARATE ACCOUNT |
| LVIP BLENDED LARGE CAP GROWTH POOLED SEPARATE ACCOUNT |
| LVID BARON GROWTH OPPORTUNITIES POOLED SEPARATE ACCOUNT |
| LVIP BLACKROCK DIVIDEND VALUE POOLED SEPARATE ACCOUNT |
| LVIP DELAWARE WEALTH BUILDER FUND |
| LVIP DELAWARE BOND |
| LVIP DELAWARE REIT SERIES |
| LVIP DELAWARE SOCIAL AWARENESS |
| LVIP DELAWARE MID CAP VALUE FUND |
| LVIP DIMENSIONAL U. S. CORE EQUITY |
| LVIP MONDRIAN INTERNATIONAL VALUE |
| LVIP SSGA S& P 500 INDEX |
| LVIP T ROWE PRICE STRUCTURED MID- CAP GROWTH |
Investment model portfolios
We provide two types of investment model portfolios for SAUK PRAIRIE HEALTHCARE, INC. TAX DEFERRED ANNUITY 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 SAUK PRAIRIE HEALTHCARE, INC. TAX DEFERRED ANNUITY PLAN