Investment options of THE FELHABER, LARSON, FENLON & VOGT, P.A. EMPLOYEE SAVINGS & PROFIT SHARING PLAN
Total Available Funds: 25
| Investment Description |
|---|
| AMERICAN FUNDS MONEY MARKET FUND |
| FIDELITY CONTRAFUND MUTUAL FUND |
| VANGUARD WELLINGTON-ADMIRAL MUTUAL FUND |
| DIAMOND HILL LARGE CAP A MUTUAL FUND |
| MAIRS & POWER GROWTH MUTUAL FUND |
| FMI INTERNATIONAL FUND MUTUAL FUND |
| PARNASSUS MED CAP FUND INS MUTUAL FUND |
| VANGUARD SHORT TERM INVEST GRADE MUTUAL FUND |
| VANGUARD 500 INDEX ADMIRAL MUTUAL FUND |
| METROPOLITAN WEST TOTAL RETURN MUTUAL FUND |
| PRINCIPAL SMALL MIDCAP DIVIDEND FUND MUTUAL FUND |
| CARILLON SCOUT SMALL CAP R-6 MUTUAL FUND |
| AMERICAN FUNDS NEW PERSPECTIVE FUND R4 MUTUAL FUND |
| CARILLON EAGLE MID-CAP GROWTH MUTUAL FUND |
| VANGUARD MID-CAP GROWTH INDEX MUTUAL FUND |
| VANGUARD TOTAL BOND MARKET INDEX MUTUAL FUND |
| VANGUARD REIT INDEX FUND SIG MUTUAL FUND |
| VANGUARD GROWTH INDEX ADMIRAL MUTUAL FUND |
| VANGUARD SMALL CAP GROWTH INDEX ADM MUTUAL FUND |
| INVESCO DEVELOPING MARKET FUND Y MUTUAL FUND |
| HARBOR SMALL CAP VALUE INSTITUTIONAL MUTUAL FUND |
| VANGUARD DEVELOPED MARKETS INDEX ADMIRAL MUTUAL FUND |
| VANGUARD VALUE INDEX ADM MUTUAL FUND |
| RIVERBRIDGE GROWTH INVESTOR MUTUAL FUND |
| GALLIARD STABLE RETURN FUND C COLLECTIVE TRUST FUND |
Investment model portfolios
We provide two types of investment model portfolios for THE FELHABER, LARSON, FENLON & VOGT, P.A. EMPLOYEE SAVINGS & 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 THE FELHABER, LARSON, FENLON & VOGT, P.A. EMPLOYEE SAVINGS & PROFIT SHARING PLAN