ATLANTIC GENERAL HOSPITAL CORPORATION TAX DEFERRED Investment Options
Available Funds in ATLANTIC GENERAL HOSPITAL CORPORATION TAX DEFERRED
Below is the lineup of investment options available to participants in ATLANTIC GENERAL HOSPITAL CORPORATION TAX DEFERRED. This typically includes a mix of mutual funds, index funds, and collective investment trusts (CITs) — which are pooled investment vehicles custom-built for large retirement plans, often with lower expense ratios than their retail mutual fund equivalents.
When evaluating these options, focus on expense ratios (lower is better), asset class coverage (U.S. stocks, international stocks, bonds, and stable value), and whether low-cost index funds are available. Research consistently shows that low-cost, broadly diversified index funds outperform most actively managed funds over the long term.
Total Available Funds: 94
| Investment Description |
|---|
| Voya Fixed Plus Account III A |
| Voya Fixed Plus Account III |
| T.Rowe Price Large-Cap Growth Fund |
| T.Rowe Price Capital Appreciation Portfolio R6 |
| iShares S&P 500 Index Fund K |
| Vanguard Target Retirement 2035 |
| Vanguard Small-Cap Index Fund Admiral |
| Vanguard Target Retirement 2045 |
| Vanguard Mid-Cap Index Fund Admiral |
| Vanguard Target Retirement 2055 |
| American Funds AMCAP Fund R6 |
| Invesco Developing Markets Fund R6 |
| Voya Voya Mid Cap Opportunities Portfolio R6 |
| Carillon Eagle Small Cap Growth R6 |
| JPMorgan Core Bond Fund R6 |
| JPMorgan Mid Cap Growth Fund R6 |
| American Funds Fundamental Investors |
| Voya Voya Large-Cap Growth Fund R6 |
| Vanguard Target Retirement 2025 |
| American Funds Washington Mutual Investors Fund R6 |
| American Funds Cap Inc Builder R6 |
| Massachusetts Investors Trust Class |
| BlackRock Equity Dividend Fund K |
| American Funds EuroPacific R6 |
| Pioneer Investments Equity Income Fund |
| Vanguard High Yield Corporate Fund Admiral |
| Voya Voya Intermediate Bond Fund R6 |
| American Century Mid Cap Value Fund R6 |
| Templeton Foreign Fund R6 |
| Calvert US Large Cap Core Responsible Index Fund |
| JPMorgan Mid Cap Value Fnd R6 |
| Invesco Global Fund R6 |
| Vanguard Target Retirement Inc |
| Virtus Ceredex Mid-Cap Value Equity R6 |
| JPMorgan US Small Company Fund R6 |
| Charles Schwab Personal Choice Retirement Account |
| DFA US Small Cap Portfolio Ins |
| American Funds SMALLCAP R6 |
| Templeton Global Bond Fund R6 |
| Vanguard Target Retirement 2065 |
| JPMorgan Core Bond Fund A |
| Goldman Sachs Int Sm Cp Ins F R6 |
| participants' accounts |
| AmCen Mid Cap Value Fund R6 Registered Investment Company |
| American Funds AMCAP Fund R6 Registered Investment Company |
| American Funds Cap Inc Bld R6 Registered Investment Company |
| American Funds EuroPacific R6 Registered Investment Company |
| American Funds Fdmntl Inv R6 Registered Investment Company |
| American Funds SMALLCAP R6 Registered Investment Company |
| American Funds Wash Mutual R6 Registered Investment Company |
| BlkRck Equity Dividend Fnd K Registered Investment Company |
| Calvert US Lg-Cp Cr Rsp In F I Registered Investment Company |
| Carillon Eagle Sm Cap Grw R6 Registered Investment Company |
| DFA US Small Cap Portfolio Ins Registered Investment Company |
| Gldmn Sachs Int Sm Cp Ins F R6 Registered Investment Company |
| Inv Dev Mrkts Fd R6 Registered Investment Company |
| Inv Global Fd R6 Registered Investment Company |
| JPMorgan Core Bond Fund A Registered Investment Company |
| JPMorgan Core Bond Fund R6 Registered Investment Company |
| JPMorgan Mid Cap Growth Fd R6 Registered Investment Company |
| JPMorgan Mid Cap Value Fnd R6 Registered Investment Company |
| JPMorgan US Sm Comp Fd R6 Registered Investment Company |
| Mass Investors Trust R6 Registered Investment Company |
| Pioneer Equity Income Fund K Registered Investment Company |
| TRwPr LCG Fnd I Registered Investment Company |
| Templeton Foreign Fund R6 Registered Investment Company |
| Templeton Global Bond Fund R6 Registered Investment Company |
| VY TRwPr Cap Apprec Port R6 Registered Investment Company |
| Vangrd High-Yd Corp Fnd Adm Registered Investment Company |
| Vangrd Mid-Cap Index Fund Adm Registered Investment Company |
| Vangrd Small-Cap Index Fnd Adm Registered Investment Company |
| Vangrd Tot Int Stk In F Adm Registered Investment Company |
| Vangrd Trgt Retire 2025 Fd Registered Investment Company |
| Vangrd Trgt Retire 2035 Fd Registered Investment Company |
| Vangrd Trgt Retire 2045 Fd Registered Investment Company |
| Vangrd Trgt Retire 2055 Fd Registered Investment Company |
| Vangrd Trgt Retire 2065 Fd Registered Investment Company |
| Vangrd Trgt Retire Inc Fd Registered Investment Company |
| Virtus Crdx MC Vl Eq Fd R6 Registered Investment Company |
| Voya Intermediate Bond Fund R6 Registered Investment Company |
| Voya Large-Cap Growth Fund R6 Registered Investment Company |
| Voya Mid Cap Opport Port R6 Registered Investment Company |
| iShares S&P 500 Index Fund K Registered Investment Company |
| Fidelity VIP Contrafund Pt I Registered Investment Company |
| VY TRwPr Cap Apprec Port Srv Registered Investment Company |
| Voya Intermediate Bond Prt I Registered Investment Company |
| Columbia Variable Port Acn Registered Investment Company |
| VY TRwPr Eqty Income Prt Srv Registered Investment Company |
| Voya Index Plus LargeCap Prt I Registered Investment Company |
| Amer Fnds EUPAC Fund R4 Registered Investment Company |
| Voya Index Plus MidCap Prt I Registered Investment Company |
| Voya Glob Insights Port Init Registered Investment Company |
| Voya Index Plus SmallCap Prt I Registered Investment Company |
| Voya Global Bond Port I Registered Investment Company |
How to Build a Smart Portfolio in Your 401(k)
Your investment lineup is only as good as how you use it. Here are the key steps to building a portfolio that works for your retirement goals:
- Know your risk tolerance and timeline. If you are decades from retirement, you can generally afford more stock exposure. Closer to retirement, you may want to shift toward bonds and stable value for capital preservation.
- Diversify across asset classes. Spread investments across U.S. stocks, international stocks, bonds, and possibly real estate or stable value. This reduces the impact of any single market downturn.
- Favor low-cost index funds. Even a 0.5% difference in annual fees compounds to tens of thousands of dollars over a 30-year career. If your plan offers an S&P 500 index fund or a total stock market index fund at low cost, that is typically a strong core holding.
- Consider a target-date fund if you prefer simplicity. Target-date funds automatically adjust your stock/bond allocation as you approach retirement, making them a solid one-fund solution for hands-off investors.
- Rebalance at least annually. Over time, your portfolio drifts from its target allocation as some assets outperform others. Rebalancing keeps your risk level consistent.
Learn more in our Four-Step Guide for 401(k) Retirement Investing, or use the Asset Allocation Calculator to find the right mix for your age and risk tolerance.
Model Asset Allocation Portfolios
Not sure how to allocate your investments? These model portfolios are built from core, broadly diversified asset classes using ultra-low-cost index funds. Choose a template that matches your risk tolerance, then adapt it to the specific funds available in ATLANTIC GENERAL HOSPITAL CORPORATION TAX DEFERRED. See Asset Allocation Portfolio Templates for a detailed guide.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Four Core Asset Portfolio | 4.74% | 18.86% | 12.42% | 5.72% | 8.01% | 7.30% | 6.92% | … | … |
| Five Core Asset Portfolio | 4.70% | 18.79% | 12.38% | 5.55% | 7.97% | 7.19% | 6.94% | … | … |
| Three Core Asset Portfolio | 4.57% | 19.80% | 13.11% | 6.19% | 8.52% | 7.64% | 7.10% | … | … |
| Two Core Asset Portfolio | 3.87% | 19.18% | 13.68% | 6.85% | 9.34% | 8.84% | 7.95% | … | … |
| Yale Endowment Template | 5.35% | 17.45% | 11.87% | 5.56% | 8.33% | 7.96% | 7.55% | … | … |
| S&P 500 Index | 5.96% | 30.43% | 21.65% | 12.98% | 15.09% | 13.73% | 10.93% | … | … |
Data as of 05/01/2026, Common starting date is 12/31/2000
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Puzzled on what to invest?
- We ask a few questions to decide your personal return and risk expectations
- We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a brokerage account
- We monitor and send timely rebalance emails on what investment funds to buy and sell
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- ETF or mutual fund income portfolios for 4-7% annual income
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