Investment options of SHRIVER NURSING SERVICES, INC 403(B) PLAN
Total Available Funds: 50
| Investment Description |
|---|
| CREF Social Choice Fund " |
| CREF Global Equities Fund " |
| CREF Growth Fund " |
| CREF Equity Index Fund " |
| CREF Inflation-Linked Bond Fund " |
| TIAA Access Nuveen Core Bond Plus " |
| TIAA Access Nuveen Equity Index " |
| TIAA Access Nuveen Core Equity " |
| TIAA Access Nuveen International Equity " |
| TIAA Access Nuveen Lifecycle Retirement Income Fund " |
| TIAA Access Nuveen Large-Cap Growth Fund " |
| TIAA Access Nuveen Large-Cap Value Fund " |
| TIAA Access Nuveen Lifecycle 2010 Fund " |
| TIAA Access Nuveen Lifecycle 2015 Fund " |
| TIAA Access Nuveen Lifecycle 2020 Fund " |
| TIAA Access Nuveen Lifecycle 2025 Fund " |
| TIAA Access Nuveen Lifecycle 2030 Fund " |
| TIAA Access Nuveen Lifecycle 2035 Fund " |
| TIAA Access Nuveen Lifecycle 2040 Fund " |
| TIAA Access Nuveen Lifecycle 2045 Fund " |
| TIAA Access Nuveen Lifecycle 2050 Fund " |
| TIAA Access Nuveen Mid-Cap Growth Fund " |
| TIAA Access Nuveen Mid-Cap Value Fund " |
| TIAA Access Nuveen Small-Cap Blend Index Fund " |
| TIAA Access Nuveen Quant Small Cap Equity Institutional " |
| TIAA Access Nuveen Large Cap Responsible Equity " |
| CREF Core Bond Fund " |
| DFA Five-Year Global Fixed-Income I Fund " |
| DFA Intermediate Government Fixed-Income I Fund " |
| DFA International Value I Fund " |
| DFA Large Cap International I Fund " |
| DFA Short-Term Extended Quality I Fund " |
| DFA Two-Year Global Fixed-Income I Fund " |
| DFA US Large Cap Value I Fund " |
| DFA US Small Cap I Fund " |
| Federated Treasury Obligation Funds SVC Fund " |
| Vanguard Short-Term Admiral Fund " |
| Vanguard Ultra-Short-term Bond Admiral Fund " |
| Invesco S&P 500 High Div Low Volatility ETF Exchange traded fund |
| iShares Core S&P Midcap Fund " |
| iShares Exponential Technologies ETF " |
| iShares iBoxx $ Inv Grade Corporation Bond ETF " |
| iShares MSCI EAFE Min. Vol. Factor ETF " |
| iShares Russell 1000 Value ETF " |
| Legg Mason Low Volatility High Dividend ETF " |
| SPDR Portfolio Mortgage Backed Bond " |
| SPDR S&P Kensho New Economics Composition ETF " |
| SPDR S&P North American Natural Resource ETF " |
| Vanguard FTSE Emerging Markets ETF " |
| Vanguard Growth Index Fund ETF " |
Investment model portfolios
We provide two types of investment model portfolios for SHRIVER NURSING SERVICES, 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 SHRIVER NURSING SERVICES, INC 403(B) PLAN