Investment options of SOUTHEASTERN ORTHOPAEDIC SPECIALISTS, P.A. EMPLOYEES 401K PROFIT SHARING PLAN
Total Available Funds: 36
| Investment Description |
|---|
| FIDELITY CONTRAFUND K6 |
| FIDELITY 500 INDEX FUND |
| JPMORGAN MID CAP VALUE FUND CLASS R6 |
| DODGE & COX BALANCED FUND I |
| DODGE & COX STOCK FUND I |
| DODGE & COX INCOME FUND I |
| DELAWARE IVY MID CAP GROWTH FUND I |
| HARBOR CAPITAL APPRECIATION FUND |
| NATIONWIDE NYSE ARCA TECH 100 INDEX FUND CLASS A |
| NATIONWIDE NYSE ARCA TECH 100 INDEX FUND CLASS R6 |
| OAKMARK INTERNATIONAL R6 |
| OAKMARK R6 |
| PIMCO TOTAL RETURN FUND INSTITUTIONAL CLASS |
| AMERICAN FUNDS EUROPACIFIC GROWTH FUND CLASS R6 |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS FUND CLASS R6 |
| ROYCE SMALL CAP TOTAL RETURN FUND |
| VANGUARD INTERNATIONAL EXPLORER FUND INVESTOR SHARES |
| VANGUARD SMALL CAP GROWTH INDEX FUND ADMIRAL SHARES |
| FINANCIAL SELECT SECTOR SPDR ETF |
| SPDR S& P 500 ETF TRUST |
| VANGUARD HIGH DIVIDEND YIELD ETF |
| ABBVIE, INC. |
| ALASKA AIR GROUP, INC. |
| ALLEGIANT TRAVEL COMPANY |
| AMERICAN AIRLINES GROUP, INC. |
| CARNIVAL CORP |
| CITIGROUP, INC. |
| DELTA AIRLINES, INC. |
| DRAFTKINGS INC. |
| JETBLUE AIRWAYS CORPORATION |
| NORWEGIAN CRUISE LINE HOLDINGS LTD |
| ROYAL CARIBBEAN CRUISES LTD |
| SOUTHWEST AIRLINES CO |
| UNITED AIRLINES HOLDINGS, INC. |
| FIDELITY GOVERNMENT CASH RESERVES |
| INVESCO STABLE VALUE FUND |
Investment model portfolios
We provide two types of investment model portfolios for SOUTHEASTERN ORTHOPAEDIC SPECIALISTS, P.A. EMPLOYEES 401K 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 SOUTHEASTERN ORTHOPAEDIC SPECIALISTS, P.A. EMPLOYEES 401K PROFIT SHARING PLAN