Investment options of COLORADO SPRINGS RADIOLOGISTS, P.C. PROFIT SHARING PLAN
Total Available Funds: 36
| Investment Description |
|---|
| VANGUARD EQUITY INCOME MUTUAL FUND |
| AMERICAN FUNDS EUROPACIFIC GROWTH MUTUAL FUND |
| CARILLON EAGLE MID CAP GROWTH FUND R6 MUTUAL FUND |
| GOLDMANSACHS INTERNATIONAL EQ INSIGHT R6 MUTUAL FUND |
| INTERNATIONAL DISCOVERY FUND MUTUAL FUND |
| INVESCO OPPENHEIMER DEV MKTS MUTUAL FUND |
| VANGUARD SMALL CAP VALUE INDEX MUTUAL FUND |
| PRUDENTIAL GLOBAL TOTAL RETURN MUTUAL FUND |
| PRUDENTIAL TOTAL RETURN BOND MUTUAL FUND |
| PRUDENTIAL HIGH YIELD MUTUAL FUND |
| T. ROWE PRICE GROWTH STOCK MUTUAL FUND |
| VANGUARD INFLATION PROTECTED SECURITIES MUTUAL FUND |
| VANGUARD LARGE CAP INDEX MUTUAL FUND |
| VANGUARD MID-CAP INDEX MUTUAL FUND |
| VANGUARD FED MONEY MARKET FUND MUTUAL FUND |
| VANGUARD REIT INDEX MUTUAL FUND |
| VANGUARD SMALL CAP INDEX MUTUAL FUND |
| VANGUARD TOTAL INT'L STOCK INDEX MUTUAL FUND |
| VANGUARD TOTAL BOND MARKET INDEX MUTUAL FUND |
| VANGUARD TOTAL INT'L BOND INDEX - ADMIRAL MUTUAL FUND |
| JANUS HENDERSON TRITON MUTUAL FUND |
| PRINCIPAL DIV REAL ASSET R6 MUTUAL FUND |
| T. ROWE PRICE RETIREMENT BLEND 2005 COMMON/COLLECTIVE TRUST FUND |
| T. ROWE PRICE RETIREMENT BLEND 2010 COMMON/COLLECTIVE TRUST FUND |
| T. ROWE PRICE RETIREMENT BLEND 2015 COMMON/COLLECTIVE TRUST FUND |
| T. ROWE PRICE RETIREMENT BLEND 2020 COMMON/COLLECTIVE TRUST FUND |
| T. ROWE PRICE RETIREMENT BLEND 2025 COMMON/COLLECTIVE TRUST FUND |
| T. ROWE PRICE RETIREMENT BLEND 2030 COMMON/COLLECTIVE TRUST FUND |
| T. ROWE PRICE RETIREMENT BLEND 2035 COMMON/COLLECTIVE TRUST FUND |
| T. ROWE PRICE RETIREMENT BLEND 2040 COMMON/COLLECTIVE TRUST FUND |
| T. ROWE PRICE RETIREMENT BLEND 2045 COMMON/COLLECTIVE TRUST FUND |
| T. ROWE PRICE RETIREMENT BLEND 2050 COMMON/COLLECTIVE TRUST FUND |
| T. ROWE PRICE RETIREMENT BLEND 2055 COMMON/COLLECTIVE TRUST FUND |
| T. ROWE PRICE RETIREMENT BLEND 2060 COMMON/COLLECTIVE TRUST FUND |
| T. ROWE PRICE RETIREMENT BLEND 2065 COMMON/COLLECTIVE TRUST FUND |
| T. ROWE PRICE STABLE VALUE FUND COMMON/COLLECTIVE TRUST FUND |
Investment model portfolios
We provide two types of investment model portfolios for COLORADO SPRINGS RADIOLOGISTS, P.C. 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 COLORADO SPRINGS RADIOLOGISTS, P.C. PROFIT SHARING PLAN