Investment options of NEBRASKA PEDIATRIC PRACTICE, INC. SECTION 403(B) RETIREMENT PLAN
Total Available Funds: 51
| Investment Option List |
|---|
| Vanguard Target Retirement 2050 Fund N/A (VFIFX) |
| Vanguard Institutional Index Fund N/A |
| Vanguard Target Retirement 2040 Fund N/A (VFORX) |
| Vanguard Target Retirement 2045 Fund N/A (VTIVX) |
| Vanguard Extended Market Index Fund N/A (VEXMX) |
| Vanguard Target Retirement 2030 Fund N/A (VTHRX) |
| Dodge & Cox Dodge & Cox Stock Fund Class X N/A (DODFX) |
| Dodge & Cox Dodge & Cox Income Fund Class X N/A (DODIX) |
| Vanguard Target Retirement 2035 Fund N/A (VTTHX) |
| JPMorgan Large Cap Growth Fund Class R6 N/A (SEEGX) |
| T.Rowe Price T.Rowe Price Diversified Small-Cap Fund N/A (PRSVX) |
| Glenmede Glenmede Small Cap Equity Fund Instl Share N/A (DNSMX) |
| Vanguard Short Term Bond Index Fund N/A (VBISX) |
| Capital Group American Funds Europacific Growth Fund Class R6 N/A (FEPUX) |
| Vanguard Target Retirement 2055 Fund N/A (VFFVX) |
| Parnassus Parnassus Core Equity Fund N/A (PRBLX) |
| Artisan Funds Artisan International Small-Mid Fund Instl Share N/A (APDJX) |
| Vanguard Target Retirement 2025 Fund N/A (VTTVX) |
| Vanguard Target Retirement 2060 Fund N/A (VTTSX) |
| Vanguard Inflation-Protected Securities Fund N/A (VIPSX) |
| Vanguard Target Retirement 2020 Fund N/A (VTWNX) |
| Vanguard Target Retirement Income Fund N/A (VTINX) |
| Vanguard Target Retirement 2070 Fund N/A (VSVNX) |
| Carillon Eagle Carillon Eagle Mid Cap Growth Fund Class R6 N/A (HRAYX) |
| MFS Mid Cap Value Fund Class R6 N/A (MCVIX) |
| from March 2026 to October 2029) N/A |
| American Funds Europacific Growth R6 59,497.956 American Funds Europacific Growth R63,285,307.53 |
| Artisan Intl Sm/Mid-Inst 114,054.503 Artisan Intl Sm/Mid-Inst 2,012,742.87 |
| Carillon Eagle Mid Cap Growth R6 1,100.078 Carillon Eagle Mid Cap Growth R6 91,430.71 (HRAYX) |
| Dodge & Cox Income Fund X 342,549.204 Dodge & Cox Income Fund X 4,327,001.58 |
| Dodge & Cox Stock Fund X 19,204.761 Dodge & Cox Stock Fund X 4,757,803.71 |
| Glenmede Small Cap Equity Instl 96,603.137 Glenmede Small Cap Equity Instl 3,304,704.81 |
| JPMorgan Large Cap Growth R6 46,996.048 JPMorgan Large Cap Growth R6 3,104,320.58 (SEEGX) |
| MFS® Mid Cap Value R6 1,237.743 MFS® Mid Cap Value R6 41,584.11 (MCVIX) |
| Parnassus Core Equity Institutional 40,386.120 Parnassus Core Equity Institutional 2,298,649.38 |
| T Rowe Price Integrated US Small-Cap Growth Equity Inv 87,055.895 T Rowe Price Integrated US Small-Cap 3,661,849.28 (PRDSX) |
| Vanguard Extended Market Index Admiral 40,241.333 Vanguard Extended Market Index Admir5a,073,943.95 |
| Vanguard Inflation-Protected Secs Adm 39,363.725 Vanguard Inflation-Protected Secs Adm 907,408.96 |
| Vanguard Institutional Index I 34,178.861 Vanguard Institutional Index I 13,721,489.90 |
| Vanguard Short-Term Bond Index Adm 321,308.236 Vanguard Short-Term Bond Index Adm3,259,843.95 (VBISX) |
| Vanguard Target Retirement 2020 Inv 30,298.774 Vanguard Target Retirement 2020 Inv 813,870.89 (VTOVX) |
| Vanguard Target Retirement 2025 Inv 101,430.949 Vanguard Target Retirement 2025 Inv 1,870,857.67 (VTOVX) |
| Vanguard Target Retirement 2030 Inv 145,747.632 Vanguard Target Retirement 2030 Inv 5,199,745.86 (VTOVX) |
| Vanguard Target Retirement 2035 Inv 165,677.923 Vanguard Target Retirement 2035 Inv 3,689,962.96 (VTTHX) |
| Vanguard Target Retirement 2040 Inv 333,408.146 Vanguard Target Retirement 2040 Inv13,273,988.36 (VFORX) |
| Vanguard Target Retirement 2045 Inv 285,741.213 Vanguard Target Retirement 2045 Inv 7,851,169.55 (VTOVX) |
| Vanguard Target Retirement 2050 Inv 343,677.744 Vanguard Target Retirement 2050 Inv15,500,513.06 (VFIFX) |
| Vanguard Target Retirement 2055 Inv 57,442.979 Vanguard Target Retirement 2055 Inv 2,925,494.38 (VFFVX) |
| Vanguard Target Retirement 2060 Inv 31,767.957 Vanguard Target Retirement 2060 Inv 1,485,740.66 (VTTSX) |
| Vanguard Target Retirement 2070 Fund 5,292.568 Vanguard Target Retirement 2070 Fund 137,387.38 (VSVNX) |
| Vanguard Target Retirement Income Inv 15,265.720 Vanguard Target Retirement Income Inv 199,501.48 (VTINX) |
Investment model portfolios
We provide two types of investment model portfolios for NEBRASKA PEDIATRIC PRACTICE, INC. SECTION 403(B) RETIREMENT 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 NEBRASKA PEDIATRIC PRACTICE, INC. SECTION 403(B) RETIREMENT PLAN