Investment options of HAGLEY MUSEUM & LIBRARY 403(B) PLAN
Total Available Funds: 43
| Investment Description |
|---|
| American Funds American Balanced Registered Investment Company $ – |
| American Funds Capital World Bond Registered Investment Company – |
| American Funds US Government Securities Registered Investment Company – |
| Baird Aggregate Bond Institutional Registered Investment Company – |
| BlackRock High Yield Bond Registered Investment Company – |
| BlackRock Sustainable Advantage Large-Cap Registered Investment Company – |
| Causeway International Value Registered Investment Company – |
| Dodge & Cox Stock Registered Investment Company – |
| First Eagle Gold Registered Investment Company – |
| Franklin Small-Cap Value Registered Investment Company – |
| JPMorgan Large Cap Growth Registered Investment Company – |
| Schwab Treasury Inflation Protected Securities Registered Investment Company – |
| T. Rowe Price Large-Cap Growth Registered Investment Company – |
| Vanguard Explorer Registered Investment Company – |
| Vanguard Growth Index Registered Investment Company – |
| Vanguard Intermediate Term Treasury Index Registered Investment Company – |
| Vanguard Small-Cap Growth Index Registered Investment Company – |
| Vanguard Small-Cap Value Index Registered Investment Company – |
| Vanguard Value Index Registered Investment Company – |
| CREF Stock Registered Investment Company – |
| CREF Social Choice Registered Investment Company – |
| CREF Global Equities Registered Investment Company – |
| CREF Growth Registered Investment Company – |
| CREF Equity Index Registered Investment Company – |
| CREF Inflation-Linked Bond Registered Investment Company – |
| TIAA Access Bond Plus Registered Investment Company – |
| TIAA Access International Equity Registered Investment Company – |
| TIAA Access Large-Cap Value Registered Investment Company – |
| TIAA Access LifeCycle 2015 Registered Investment Company – |
| TIAA Access LifeCycle 2020 Registered Investment Company – |
| TIAA Access LifeCycle 2025 Registered Investment Company – |
| TIAA Access LifeCycle 2030 Registered Investment Company – |
| TIAA Access LifeCycle 2035 Registered Investment Company – |
| TIAA Access LifeCycle 2040 Registered Investment Company $ – |
| TIAA Access LifeCycle 2045 Registered Investment Company – |
| TIAA Access LifeCycle 2050 Registered Investment Company – |
| TIAA Access Mid-Cap Growth Registered Investment Company – |
| TIAA Access Mid-Cap Value Registered Investment Company – |
| TIAA Access Small-Cap Blended Index Registered Investment Company – |
| TIAA Access Small-Cap Equity Registered Investment Company – |
| TIAA Access Social Choice Equity Registered Investment Company – |
| CREF Core Bond Registered Investment Company – |
| TIAA Access Life Cycle 2055 Registered Investment Company – |
Investment model portfolios
We provide two types of investment model portfolios for HAGLEY MUSEUM & LIBRARY 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 HAGLEY MUSEUM & LIBRARY 403(B) PLAN