Investment options of DOOR COUNTY MEMORIAL HOSPITAL TAX DEFERRED ANNUITY PLAN
Total Available Funds: 40
| Investment Description |
|---|
| LINCOLN FINANCIAL GROUP FIXED ACCOUNT |
| INVESCO CORE PLUS BOND CLASS Y |
| AMERICAN FUNDS WASHINGTON MUTUAL INVESTMENTS FUND |
| JP MORGAN LARGE CAP GROWTH INSIGHTS CLASS INV |
| AMERICAN FUNDS INFLATION LINKED BOND CLASS R4 |
| VANGUARD 500 INDEX ADMIRAL FUND |
| MFS RESEARCH INTERNATIONAL CLASS R4 |
| JP MORGAN MID CAP GROWTH CL SELECT FUND |
| PARNASSUS CORE EQUITY INSTITUTIONAL SHARES |
| AMERICAN FUNDS BALANCED FUND |
| JPMORGAN US VALUE CLASS R5 |
| PGIM JENNISON INTERNATIONAL OPPORTUNITIES CLASS R4 |
| WELLS FARGO SPECIAL MID CAP VALUE FUND |
| COLUMBIA MID-CAP INDEX A FUND |
| VANGUARD SMALL CAP INDEX ADMIRAL SHARES |
| AMERICAN CENTURY EMERGING MARKETS INVESTOR CLASS |
| COHEN & STEERS REAL ESTATE SECURITIES INCOME CLASS R |
| LVIP DELAWARE SOCIAL AWARENESS FUND |
| PRINCIPAL SMALL CAP GROWTH I R5 CLASS |
| LVIP DELAWARE SPECIAL OPPORTUNITIES FUND |
| LVIP DIMENSIONAL U. S. CORE EQUITY 1 FUND |
| LVIP BLACKROCK EQUITY DIVIDEND RPM FUND |
| LVIP BLENDED LARGE CAP GROWTH MANAGED VOLATILITY FUND |
| LVIP T. ROWE PRICE STRUCTURED MID CAP GROWTH FUND |
| LVIP MONDRIAN INTERNATIONAL VALUE FUND |
| AMERICAN FUNDS GROWTH FUND |
| AMERICAN FUNDS GROWTH AND INCOME FUND |
| LVIP DELAWARE BOND FUND |
| DELAWARE VIP VALUE FUND |
| LVIP SSGA S& P 500 INDEX FUND |
| LVIP DEL FOUNDATION CONSERVATIVE ALLOCATION FUND |
| BLACKROCK GLOBAL ALLOCATION FUND |
| FIDELITY VIP GROWTH FUND |
| DELAWARE VIP DIVERSIFIED INCOME FUND |
| FIDELITY VIP CONTRAFUND |
| DELAWARE VIP SMID CAP GROWTH FUND |
| LVIP BLACKROCK INFLATION PROTECTION BOND FUND |
| LVIP BARON GROWTH OPPORTUNITIES FUND |
| FIDELITY VIP FREEDOM FUND |
| DELAWARE VIP SMALL CAP VALUE FUND |
Investment model portfolios
We provide two types of investment model portfolios for DOOR COUNTY MEMORIAL HOSPITAL TAX DEFERRED ANNUITY 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 DOOR COUNTY MEMORIAL HOSPITAL TAX DEFERRED ANNUITY PLAN