Investment options of U.S. ANESTHESIA PARTNERS, INC. 401(K) PLAN
Total Available Funds: 46
| Investment Description |
|---|
| AMERICAN FUNDS EUROPACIFIC GROWTH REGISTERED INVESTMENT COMPANY |
| FUND; CLASS R-6 |
| AMERICAN FUNDS WASHINGTON MUTUAL REGISTERED INVESTMENT COMPANY |
| INVESTORS FUND; CLASS R6 |
| JPMORGAN MID CAP GROWTH FUND; REGISTERED INVESTMENT COMPANY |
| CLASS R6 |
| DFA GLOBAL REAL ESTATE SECURITIES REGISTERED INVESTMENT COMPANY |
| PORTFOLIO |
| GOLDMAN SACHS SMALL CAP VALUE; CLASS REGISTERED INVESTMENT COMPANY |
| R6 |
| HARTFORD CORE EQUITY FUND; CLASS R6 REGISTERED INVESTMENT COMPANY |
| METROPOLITAN WEST TOTAL RETURN BOND REGISTERED INVESTMENT COMPANY |
| FUND; D CLASS |
| PRINCIPAL HIGH YIELD FUND; INSTITUTIONAL REGISTERED INVESTMENT COMPANY |
| CLASS |
| PRUDENTIAL JENNISON MID-CAP GROWTH REGISTERED INVESTMENT COMPANY |
| FUND; CLASS Q |
| T. ROWE PRICE NEW HORIZONS FUND; I REGISTERED INVESTMENT COMPANY |
| CLASS |
| VANGUARD INSTITUTIONAL INDEX FUND PLUS REGISTERED INVESTMENT COMPANY |
| SHARES |
| VANGUARD TOTAL INTERNATIONAL STOCK REGISTERED INVESTMENT COMPANY |
| INDEX FUND: INSTITUTIONAL SHARES |
| VANGUARD TOTAL INTERNATIONAL BOND REGISTERED INVESTMENT COMPANY |
| INDEX FUND: INST'L SHARES |
| VANGUARD SMALL-CAP INDEX FUND REGISTERED INVESTMENT COMPANY |
| ADMIRAL SHARES |
| VANGUARD TOTAL BOND MARKET INDEX REGISTERED INVESTMENT COMPANY |
| FUND: INST'L SHARES |
| VANGUARD INFLATION-PROTECTED SECURITIES REGISTERED INVESTMENT COMPANY |
| FUND: INST'L SHARES |
| VANGUARD TARGET RETIREMENT 2020 TRUST I COMMON/COLLECTIVE TRUST |
| VANGUARD TARGET RETIREMENT 2025 TRUST I COMMON/COLLECTIVE TRUST |
| VANGUARD TARGET RETIREMENT 2030 TRUST I COMMON/COLLECTIVE TRUST |
| VANGUARD TARGET RETIREMENT 2035 TRUST I COMMON/COLLECTIVE TRUST |
| VANGUARD TARGET RETIREMENT 2040 TRUST I COMMON/COLLECTIVE TRUST |
| VANGUARD TARGET RETIREMENT 2045 TRUST I COMMON/COLLECTIVE TRUST |
| VANGUARD TARGET RETIREMENT 2050 TRUST I COMMON/COLLECTIVE TRUST |
| VANGUARD TARGET RETIREMENT 2055 TRUST I COMMON/COLLECTIVE TRUST |
| VANGUARD TARGET RETIREMENT 2060 TRUST I COMMON/COLLECTIVE TRUST |
| VANGUARD TARGET RETIREMENT 2065 TRUST I COMMON/COLLECTIVE TRUST |
| VANGUARD TARGET RETIREMENT 2070 TRUST I COMMON/COLLECTIVE TRUST |
| VANGUARD TARGET RETIREMENT INCOME |
| TRUST I COMMON/COLLECTIVE TRUST |
| T. ROWE PRICE BLUE CHIP GROWTH TRUST; |
| CLASS T1 COMMON/COLLECTIVE TRUST |
Investment model portfolios
We provide two types of investment model portfolios for U.S. ANESTHESIA PARTNERS, INC. 401(K) 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 U.S. ANESTHESIA PARTNERS, INC. 401(K) PLAN