CENTRA HEALTH MATCHING TAX DEFERRED SAVINGS PLAN Investment Options
Available Funds in CENTRA HEALTH MATCHING TAX DEFERRED SAVINGS PLAN
Below is the lineup of investment options available to participants in CENTRA HEALTH MATCHING TAX DEFERRED SAVINGS PLAN. 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.
| Investment Description |
|---|
| Vanguard Inst Index |
| TRP Trp Large-Cap Grth I |
| JPM Jpm Equity Income R6 |
| Vanguard Vang Target Ret 2055 |
| Vanguard Vang Target Ret 2045 |
| Vanguard Vang Target Ret 2050 |
| AF Af Europac Growth R6 |
| Vanguard Vang Midcap Idx Inst |
| Vanguard Vang Target Ret 2030 |
| Vanguard Vang Target Ret 2035 |
| Vanguard Vang Tot Bd Mkt Inst |
| Vanguard Vang Target Ret 2040 |
| Vanguard Vang Target Ret 2025 |
| Vanguard Vang Tot Intl Stk Is |
| MGL Mgl Smcp Val R6 |
| Vanguard Vang Sm Cap Idx Inst |
| Vanguard Vang Target Ret 2060 |
| PIF Pif Smcp Grth I R6 |
| MFS Mid Cap Value R6 |
| Vanguard Vang Vmmr-Fed Mmkt |
| Vanguard Vang Bal Index Inst |
| BLKRK Blkrk Md Cp Gr Eq K |
| Vanguard Vang Target Ret 2020 |
| Vanguard Vang Target Ret 2065 |
| Vanguard Vang Target Ret Inc |
| Vanguard Vang Target Ret 2070 |
| AXA Equitable Guaranteed Interest Option |
| AXA Equitable Axa Moderate-Plus Allocation |
| AXA Equitable Eq/Com Stck Index |
| AXA Equitable Axa Moderate Allocation |
| AXA Equitable Axa Lg Cap Grw Managed Vol |
| AXA Equitable Axa Lg Cap Val Managed Vol |
| AXA Equitable Eq/Mid Cap Index |
| AXA Equitable Eq/Gamco Small Company Value |
| AXA Equitable Eq/Blackrock Basic Value Eqty |
| AXA Equitable Axa Glb Eqty Managed Vol |
| AXA Equitable Axa 500 Managed Vol |
| AXA Equitable Eq/Fidelity Instnl Am Lrg Cap |
| AXA Equitable Eq/Large Cap Growth Index |
| AXA Equitable Eq/Equity 500 Index |
| AXA Equitable Axa Int Val Managed Vol |
| AXA Equitable Target 2025 Allocation |
| AXA Equitable Eq/JPMorgan Growth Stock |
| AXA Equitable Axa Conserv-Plus Allocation |
| AXA Equitable Axa/Horizon Small Cap Value |
| AXA Equitable Eq/Boston Advisors Eqty Income |
| AXA Equitable Target 2035 Allocation |
| AXA Equitable Eq/International Equity Index |
| AXA Equitable Multimanager Aggressive Equity |
| AXA Equitable Axa/Ab Small Cap Growth |
| AXA Equitable Multimanager Technology |
| AXA Equitable Eq/Janus Enterprise |
| AXA Equitable Axa Mid Cap Val Managed Vol |
| AXA Equitable Axa Lg Cap Core Managed Vol |
| AXA Equitable Multimanager Core Bond |
| AXA Equitable Eq/Pimco Ultra Short Bond |
| AXA Equitable Axa Conserv Allocation |
| AXA Equitable Eq/Mfs Technology |
| AXA Equitable Eq/Small Company Index |
| AXA Equitable Eq/Mfs Inter National Growth |
| AXA Equitable Axa Aggressive Allocation |
| AXA Equitable Eq/Mes Mid Cap Foc Used Growth |
| AXA Equitable Axa Int Core Managed Vol |
| AXA Equitable Eq/Oppenheimer Global |
| AXA Equitable Charter Multi- Sector Bond |
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 CENTRA HEALTH MATCHING TAX DEFERRED SAVINGS PLAN. 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% | … | … |
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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
Looking for ideas to generate income?
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