Investment options of VENTAS, INC. 401(K) PROFIT SHARING PLAN
Total Available Funds: 34
| Investment Option List |
|---|
| GALLIARD CAPITAL MANAGEMENT GALLIARD STABLE RETURN PN |
| ALLSPRING GLOBAL INVESTMENTS ALLSPRING CORE BOND CIT N |
| PRINCIPAL/BLACKROCK PRINCIPAL/BLACKROCK RUSSELL 2000 INDEX FUND (ETRUX) |
| PRINCIPal/BLACKROCK PRINCIPAL/BLACKROCK S&P 500 INDEX FUND N |
| PRINCIPAL/BLACKROCK PRINCIPAL/BLACKROCK S&P MIDCAP INDEX FUND N |
| ARIEL INVESTMENTS ARIEL FUND |
| CAPITAL RESEARCH AND MANAGEMENT CO AMERICAN FUNDS EUROPACIFIC GROWTH (FEPUX) |
| CAPITAL RESEARCH AND MANAGEMENT CO AMERICAN FUNDS TARGET DATE RETIREMENT 2010 R6 (REATX) |
| CAPITAL RESEARCH AND MANAGEMENT CO AMERICAN FUNDS TARGET DATE RETIREMENT 2015 R6 (REJTX) |
| CAPITAL RESEARCH AND MANAGEMENT CO AMERICAN FUNDS TARGET DATE RETIREMENT 2020 R6 (RECTX) |
| CAPITAL RESEARCH AND MANAGEMENT CO AMERICAN FUNDS TARGET DATE RETIREMENT 2025 R6 (REDTX) |
| CAPITAL RESEARCH AND MANAGEMENT CO AMERICAN FUNDS TARGET DATE RETIREMENT 2030 R6 (REETX) |
| CAPITAL RESEARCH AND MANAGEMENT CO AMERICAN FUNDS TARGET DATE RETIREMENT 2035 R6 (REFTX) |
| CAPITAL RESEARCH AND MANAGEMENT CO AMERICAN FUNDS TARGET DATE RETIREMENT 2040 R6 (REGTX) |
| CAPITAL RESEARCH AND MANAGEMENT CO AMERICAN FUNDS TARGET DATE RETIREMENT 2045 R6 (REHTX) |
| CAPITAL RESEARCH AND MANAGEMENT CO AMERICAN FUNDS TARGET DATE RETIREMENT 2050 R6 (REITX) |
| CAPITAL RESEARCH AND MANAGEMENT CO AMERICAN FUNDS TARGET DATE RETIREMENT 2055 R6 (FAJTX) |
| CAPITAL RESEARCH AND MANAGEMENT CO AMERICAN FUNDS TARGET DATE RETIREMENT 2060 R6 (CCKTX) |
| CAPITAL RESEARCH AND MANAGEMENT CO AMERICAN FUNDS TARGET DATE RETIREMENT 2065 R6 (FBMTX) |
| COLUMBIA COLUMBIA DIVIDENT INCOME I3 (AOPIX) |
| DELAWARE INVESTMENTS DELAWARE SMALL CAP VALUE INSTL (FTVIX) |
| DOMINI IMPACT INVESTMENTS DOMINI IMPACT INTERNATIONAL EQUITY INSTL (DOMAX) |
| JANUS HENDERSON JANUS HENDERSON ENTERPRISE N (JMGRX) |
| JANUS HENDERSON JANUS HENDERSON TRITON N (JSMGX) |
| JOHN HANCOCK JOHN HANCOCK DISCIPLINED VALUE MID CAP I (JVMRX) |
| LOOMIS SAYLES & COMPANY LOOMIS SAYLES GROWTH N (LSSIX) |
| MFS MFS INTERNATIONAL VALUE R5 (MINIX) |
| INVESCO INVESCO DEVELOPING MARKETS I (GTDIX) |
| PIMCO PIMCO INCOME INSTL (PRIFX) |
| PIMCO PIMCO REAL RETURN ASSET INSTL (PRTPX) |
| VANGUARD VANGUARD FTSE SOCIAL INDEX 2 (VFTNX) |
| VANGUARD VANGUARD HEALTH CARE INDEX ADM (VGHCX) |
| VANGUARD VANGUARD TOTAL INTL STOCK INDEX SIGNAL (VTSGX) |
| VIRTUS VIRTUS REAL ESTATE SECURITIES FUND I (PHRIX) |
Investment model portfolios
We provide two types of investment model portfolios for VENTAS, INC. 401(K) 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 VENTAS, INC. 401(K) PROFIT SHARING PLAN