Investment options of PARKER UNIVERSITY 403(B) DC PLAN
Total Available Funds: 77
| Investment Description |
|---|
| CREF Stock R1 1,443 shares |
| CREF Social Choice R1 331 shares |
| CREF Global Equities R1 1,018 shares |
| CREF Growth R1 1,253 shares |
| CREF Equity Index R1 514 shares |
| CREF Inflation-Linked Bond R1 2,719 shares |
| TIAA Access Nuv Core Pl Bd T4 201 shares |
| TIAA Access Intl Equity T4 44 shares |
| TIAA Access Lg-Cap Gr T4 10 shares |
| TIAA Access Lifecycle 2025 T4 3,670 shares |
| TIAA Access T-C LifCyc 2040 T4 3 shares |
| TIAA Access Mid-Cap Val T4 143 shares |
| TIAA Access T-C RI Est Sec T4 21 shares |
| TIAA Access Sm-Cap BI Idx T4 27 shares |
| CREF Core Bond R1 2,863 shares |
| TIAA Access Nuv Qt Sm Cp Eq T4 19 shares |
| TIAA Access Nuv Equity Idx T4 7 shares |
| TIAA Access Nuv Lrg Cap Val T4 416 shares |
| TIAA Traditional Benefit Responsive |
| TIAA Traditional Non Benefit Responsive |
| Guaranteed Interest Account |
| Empower General Account |
| JANUS HENDERSON FORTY S 3,639 shares |
| T. ROWE PRICE RETIREMENT 2040 R 71 shares |
| AMERICAN FUNDS WASHINGTON 913 shares |
| FRANKLIN CORE PLUS BOND A 961 shares |
| AMERICAN FUNDS INVMT CO OF 1,920 shares |
| GOLDMAN SACHS SMALL CAP VALUE 4,135 shares |
| AMERICAN FUNDS CAPITAL WORLD 4,828 shares |
| PIONEER HIGH YIELD A 3,053 shares |
| BLACKROCK MID-CAP VALUE 430 shares |
| INVESCO EQV EUROPEAN EQUITY 2,941 shares |
| FIDELITY ADVISOR(R) LEVERAGED 364 shares |
| THORNBURG INTERNATIONAL EQUITY 3,052 shares |
| PIONEER GLOBAL SUSTAINABLE 1,914 shares |
| BLACKROCK GLOBAL ALLOCATION 813 shares |
| T. ROWE PRICE RETIREMENT 2030 R 2,248 shares |
| PUTNAM SMALL CAP GROWTH A 348 shares |
| INVESCO EQUITY AND INCOME A 3,202 shares |
| T. ROWE PRICE RETIREMENT 2020 R 4,529 shares |
| MACQUARIE NATURAL RESOURCES Y 3,382 shares |
| MFS UTILITIES R3 2,926 shares |
| T. ROWE PRICE RETIREMENT 16,879 shares |
| HARTFORD DISCIPLINED EQUITY HLS 5,053 shares |
| INVESCO INTERNATIONAL BOND A 2,355 shares |
| VIRTUS NFJ SMALL-CAP VALUE A 860 shares |
| ALLSPRING ASSET ALLOCATION A 776 shares |
| HARTFORD CAPITAL APPRECIATION 394 shares |
| DAVIS NY VENTURE A 6,559 shares |
| RUSSELL LIFEPOINTS CNSRV STRAT 6,070 shares |
| Vanguard Target Retirement Income Inv 26,029 shares |
| Vanguard Target Retirement 2020 Inv 11,356 shares |
| Vanguard Target Retirement 2025 Inv 3,821 shares |
| Vanguard Target Retirement 2030 Inv 748 shares |
| Vanguard Target Retirement 2035 Inv 5,985 shares |
| Vanguard Target Retirement 2040 Inv 14,695 shares |
| Vanguard Target Retirement 2045 Inv 20,189 shares |
| Vanguard Target Retirement 2050 Inv 9,868 shares |
| Vanguard Target Retirement 2055 Inv 24,256 shares |
| Vanguard Target Retirement 2060 Inv 135,146 shares |
| Vanguard Target Retirement 2065 Inv 69,035 shares |
| Dfa Emerging Markets Core Equity I 101,415 shares |
| Dfa International Small Company I 53,747 shares |
| Mfs International Diversification R3 60,090 shares |
| Vanguard Developed Markets Index 36,255 shares |
| American Century Small Cap Growth R6 22,502 shares |
| Dfa Us Targeted Value I 575 shares |
| Fidelity Small Cap Index 26,029 shares |
| Fidelity Mid Cap Index 10,538 shares |
| JPMorgan Mid Cap Growth R6 5,797 shares |
| Victory Sycamore Established Value R6 7,448 shares |
| Fidelity Large Cap Growth Index 6,389 shares |
| Fidelity 500 Index 2,456 shares |
| Putnam Large Cap Value R6 14,603 shares |
| American Funds American Balanced R6 5,314 shares |
| FIDELITY INFLATION PROTECTED 4,506 shares |
| Tiaa-Cref High-Yield Inst 17,792 shares |
Investment model portfolios
We provide two types of investment model portfolios for PARKER UNIVERSITY 403(B) DC 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 PARKER UNIVERSITY 403(B) DC PLAN