Investment options of CHESAPEAKE BAY FOUNDATION, INC. 403(B) PLAN
Total Available Funds: 96
| Investment Description |
|---|
| TIAA Traditional Benefit Responsive 2 N/A |
| TIAA Plan Loan Default Fund N/A |
| TIAA Traditional Non Benefit Responsive 2 N/A |
| TIAA Traditional Non Benefit Responsive N/A |
| American American EuroPac Growth R6 N/A |
| American American Washington Mut Inv R6 N/A |
| CREF CREF Core Bond R1 N/A |
| CREF CREF Equity Index R1 N/A |
| CREF CREF Global Equities R1 N/A |
| CREF CREF Growth R1 N/A |
| CREF CREF Inflation-Linked Bond R1 N/A |
| CREF CREF Social Choice R1 N/A |
| CREF CREF Stock R1 N/A |
| Harbor Harbor Capital Appreciatn Inst N/A |
| Impax Impax Intl Sustain Econ Instl N/A |
| Nuveen Core Equity R6 N/A |
| Nuveen Intl Resp Equity R6 N/A |
| Nuveen Large Cap Resp Eq R6 N/A |
| Nuveen Lifecycle 2010 R6 N/A |
| Nuveen Lifecycle 2015 R6 N/A |
| Nuveen Lifecycle 2020 R6 N/A |
| Nuveen Lifecycle 2025 R6 N/A |
| Nuveen Lifecycle 2030 R6 N/A |
| Nuveen Lifecycle 2035 R6 N/A |
| Nuveen Lifecycle 2040 R6 N/A |
| Nuveen Lifecycle 2045 R6 N/A |
| Nuveen Lifecycle 2050 R6 N/A |
| Nuveen Lifecycle 2055 R6 N/A |
| Nuveen Lifecycle 2060 R6 N/A |
| Nuveen Lifecycle 2065 R6 N/A |
| Nuveen Quant Small Cp Eq R6 N/A |
| Nuveen Real Est Sec Sel R6 N/A |
| T Rowe Price T Rowe Price Emerging Mkts Stk N/A |
| TIAA Access Nuv Core Equity T3 N/A |
| TIAA Access Nuv Core Pl Bd T3 N/A |
| TIAA Access Nuv Equity Idx T3 N/A |
| TIAA Access Nuv Intl Equity T3 N/A |
| TIAA Access Nuv LfCy Rt Inc T3 N/A |
| TIAA Access Nuv LgCp Res Eq T3 N/A |
| TIAA Access Nuv LifCyc 2020 T3 N/A |
| TIAA Access Nuv LifCyc 2025 T3 N/A |
| TIAA Access Nuv LifCyc 2035 T3 N/A |
| TIAA Access Nuv LifCyc 2040 T3 N/A |
| TIAA Access Nuv LifCyc 2045 T3 N/A |
| TIAA Access Nuv LifCyc 2050 T3 N/A |
| TIAA Access Nuv Lrg Cap Gr T3 N/A |
| TIAA Access Nuv Lrg Cap Val T3 N/A |
| TIAA Access Nuv Mid Cap Grw T3 N/A |
| TIAA Access Nuv Mid Cap Val T3 N/A |
| TIAA Access Nuv Qt Sm Cp Eq T3 N/A |
| TIAA Access Nuv RlEstSecSel T3 N/A |
| TIAA Access Nuv Sm Cp Bl Ix T3 N/A |
| Vanguard 500 Idx Adm N/A |
| Vanguard FTSE World Idx Adm N/A |
| Vanguard Growth Index Adm N/A |
| Vanguard Infl Protect Sec Adm N/A |
| Vanguard Mid-Cap Idx Adm N/A |
| Vanguard Small-Cap Idx Adm N/A |
| Vanguard Ttl Bd Mkt Idx Adm N/A |
| Vanguard Ttl Intl Stk Idx Adm N/A |
| Vanguard Ttl Stk Mkt Idx Adm N/A |
| Vanguard Value Index Adm N/A |
| Vanguard PrimeCap Admiral N/A |
| Vanguard Long-Term Bond Index Adm N/A |
| Vanguard 500 Index Adm N/A |
| Vanguard Balanced Index Adm N/A |
| Vanguard Capital Opportunity N/A |
| Vanguard Emerging Mkts Stock Idx Adm N/A |
| Vanguard Energy Adm N/A |
| Vanguard Equity Income Adm N/A |
| Vanguard European Stock Index Adm N/A |
| Vanguard Explorer Adm N/A |
| Vanguard Extended Market Index Adm N/A |
| Vanguard Global Equity Inv N/A |
| Vanguard Growth and Income Adm N/A |
| Vanguard Health Care Adm N/A |
| Vanguard Interm-Term Treasury Adm N/A |
| Vanguard International Growth Adm N/A |
| Vanguard LifeStrategy Consv Growth Inv N/A |
| Vanguard LifeStrategy Growth Inv N/A |
| Vanguard Mid Cap Index Adm N/A |
| Vanguard STAR Inv N/A |
| Vanguard Short-Term Invest Grade Inv N/A |
| Vanguard Strategic Equity Inv N/A |
| Vanguard Target Retirement 2030 Fund N/A |
| Vanguard Target Retirement 2035 Fund N/A |
| Vanguard Target Retirement Income Fund N/A |
| Vanguard U.S. Growth Adm N/A |
| Vanguard U.S. Growth Inv N/A |
| Vanguard Wellesley Income Adm N/A |
| Vanguard Wellington Admiral N/A |
| Vanguard Wellington Inv N/A |
| Vanguard Windsor II Adm N/A |
| Calvert Calvert equity fund -A N/A |
| Calvert Calvert global energy solutions Fund -A N/A |
| Calvert Calvert Balanced fund -A N/A |
Investment model portfolios
We provide two types of investment model portfolios for CHESAPEAKE BAY FOUNDATION, INC. 403(B) 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 CHESAPEAKE BAY FOUNDATION, INC. 403(B) PLAN
