Investment options of HOLY INNOCENTS’ EPISCOPAL SCHOOL 403(B) PLAN
Total Available Funds: 71
| Investment Option List |
|---|
| TIAA CREF Stock R2 (TLSTX) |
| TIAA CREF Social Choice R2 (TISCX) |
| TIAA CREF Bond Market R2 (TIBDX) |
| TIAA CREF Global Equities R2 (TNRLX) |
| TIAA CREF Growth R2 (TIGRX) |
| TIAA Equity Index R2 (TCIEX) |
| TIAA CREF Inflation-Linked Bond R2 (TIILX) |
| TIAA CREF Intl Eq Idx-Rtmt (BIEIX) |
| TIAA CREF Lfcyle Idx 2010-Rtmt |
| TIAA CREF Lfcyle Idx 2015-Rtmt |
| TIAA CREF Lfcyle Idx 2020-Rtmt |
| TIAA CREF Lfcyle Idx 2025-Rtmt |
| TIAA CREF Lfcyle Idx 2030-Rtmt |
| TIAA CREF Lfcyle Idx 2035-Rtmt |
| TIAA CREF Lfcyle Idx 2040-Rtmt (TCLOX) |
| TIAA CREF Lfcyle Idx 2045-Rtmt |
| TIAA CREF Lfcyle Idx 2050-Rtmt |
| TIAA CREF Lfcyle Idx 2055-Rtmt |
| TIAA CREF Lfcyle Idx 2060-Rtmt |
| TIAA CREF Lfcyle Idx 2065-Rtmt |
| TIAA CREF Lg-Cap Gr-Rtmt (TIMVX) |
| TIAA CREF Lg-Cap Val Idx-Rtmt (TRSVX) |
| Metropolitan West Tot Ret Bd M |
| Vanguard 500 Idx Adm (VFINX) |
| Vanguard Infl Protect Sec Adm |
| Vanguard Ttl Bd Mkt Idx Adm (VTSSX) |
| Vanguard Mid-Cap Idx Adm (VIMSX) |
| Vanguard Balanced Idx InstAdm (VBINX) |
| AF Washington Mutual Inv R4 |
| JPMorgan US Research Enh Eq I |
| Vanguard Growth Index Adm (VTGLX) |
| Vanguard Small-Cap Val Idx Adm (TRSVX) |
| AF Euro Pacific Growth Fund R4 |
| TIAA-CREF Traditional Account – non-benefit |
| TIAA-CREF Traditional Account – benefit |
| Participants Notes receivable with varying |
| College Retirement Equities Fund variable annuities TIAA Traditional Benefit Responsive |
| College Retirement Equities Fund variable annuities TIAA Traditional Non Benefit Responsive |
| College Retirement Equities Fund variable annuities CREF Stock R2 |
| College Retirement Equities Fund variable annuities CREF Social Choice R2 (TRSCX) |
| College Retirement Equities Fund variable annuities CREF Global Equities R2 |
| College Retirement Equities Fund variable annuities CREF Growth R2 |
| College Retirement Equities Fund variable annuities CREF Equity Index R2 |
| College Retirement Equities Fund variable annuities CREF Inflation-Linked Bond R2 (TIKRX) |
| College Retirement Equities Fund variable annuities CREF Core Bond R2 |
| College Retirement Equities Fund variable annuities Nuveen Internatl Eq Idx R6 |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2010 R6 |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2015 R6 |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2020 R6 |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2025 R6 |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2030 R6 |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2035 R6 |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2040 R6 |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2045 R6 |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2050 R6 |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2055 R6 |
| College Retirement Equities Fund variable annuities Nuveen Large Cap Growth R6 (FIGWX) |
| College Retirement Equities Fund variable annuities Nuveen Large Cap Val Idx R6 |
| College Retirement Equities Fund variable annuities American EuroPac Growth R6 |
| College Retirement Equities Fund variable annuities Vanguard 500 Idx Adm |
| College Retirement Equities Fund variable annuities Vanguard Infl Protect Sec Adm |
| College Retirement Equities Fund variable annuities Vanguard Ttl Bd Mkt Idx Adm |
| College Retirement Equities Fund variable annuities Vanguard Mid-Cap Idx Adm (TRMGX) |
| College Retirement Equities Fund variable annuities American Washington Mut Inv R6 |
| College Retirement Equities Fund variable annuities Vanguard Balanced Idx InstAdm |
| College Retirement Equities Fund variable annuities JPMorgan US Research Enh Eq I |
| College Retirement Equities Fund variable annuities Vanguard Growth Index Adm |
| College Retirement Equities Fund variable annuities Vanguard Small-Cap Val Idx Adm |
| College Retirement Equities Fund variable annuities Metropolitan W Tot Ret Bd Pln |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2060 R6 |
| College Retirement Equities Fund variable annuities Nuveen LfCycle Ix 2065 R6 |
Investment model portfolios
We provide two types of investment model portfolios for HOLY INNOCENTS’ EPISCOPAL SCHOOL 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 HOLY INNOCENTS' EPISCOPAL SCHOOL 403(B) PLAN