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XLHealth Corporation 401K
Investment Model Portfolios

This plan is created upon a user's request. The following is the info: 


  1. American Funds EuroPacific Growth Fund Class R-6 (RERGX) - Short-term Redemption Fee:None
 
  1. PIMCO All Asset Instl CL (PAAIX) - Short-term Redemption Fee: None
 
  1. Wells Fargo Dow Jones Target Date 2010 Fund Class N - Short-term Redemption Fee: None
 
  1. Wells Fargo Dow Jones Target Date 2015 Fund Class N - Short-term Redemption Fee: None
 
  1. Wells Fargo Dow Jones Target Date 2020 Fund Class N - Short-term Redemption Fee: None
 
  1. Wells Fargo Dow Jones Target Date 2025 Fund Class N - Short-term Redemption Fee: None
 
  1. Wells Fargo Dow Jones Target Date 2030 Fund Class N - Short-term Redemption Fee: None
 
  1. Wells Fargo Dow Jones Target Date 2035 Fund Class N - Short-term Redemption Fee: None
 
  1. Wells Fargo Dow Jones Target Date 2040 Fund Class N - Short-term Redemption Fee: None
 
  1. Wells Fargo Dow Jones Target Date 2045 Fund Class N - Short-term Redemption Fee: None
 
  1. Wells Fargo Dow Jones Target Date 2050 Fund Class N - Short-term Redemption Fee: None
 
  1. Wells Fargo Dow Jones Target Date Today Fund Class N - Short-term Redemption Fee:None
 
  1. Dodge & Cox Income Fund - Short-term Redemption Fee: None
 
  1. Northern Trust Treasury Inflation-Protected Securities Index Fund - Non Lending - Short-term Redemption Fee: None
 
  1. SSgA U.S. Bond Index Non-Lending Series Fund Class C - Short-term Redemption Fee: None
 
  1. UnitedHealth Group Stable Value Fund - Short-term Redemption Fee: None
 
  1. Aberdeen Emerg Mkts Instl Fd Instl CL (ABEMX) - Short-term Redemption Fee: None
 
  1. EB Diversified Stock Fund - Short-term Redemption Fee: None
 
  1. Pyramis Small Company Fund - Short-term Redemption Fee: None
 
  1. SSgA Global Equity ex U.S. Index Non-Lending Series Fund Class C - Short-term Redemption Fee: None
 
  1. Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) - Short-term Redemption Fee: None
 
  1. Vanguard Mid-Cap Index Fund Institutional Plus Shares (VMCPX) - Short-term Redemption Fee: None
 
  1. Vanguard Small-Cap Index Fund Institutional Plus Shares (VSCPX) - Short-term Redemption Fee: None
 
  1. Wellington Mid Cap Opportunities Portfolio - Short-term Redemption Fee: None

Investment options of XLHealth Corporation 401K

Total Available Funds: 24
Asset Class Ticker Description
INTERNATIONAL EQUITY
Foreign Large Blend RERGX American Funds EuroPacific Gr R6
Foreign Large Value SSAIX SSgA Global Equity ex U.S. Index Non-Lending Series Fund Class C
Others
World Allocation PAAIX PIMCO All Asset Instl
BALANCE FUND WFKNX WELLS FARGO DOW JONES 2030 FUND
BALANCE FUND WFANX WELLS FARGO DOW JONES 2010 FUND
BALANCE FUND WFTNX WELLS FARGO DOW JONES TODAY FUN
unknow unknow WFJNX
unknow unknow WFCNX
unknow unknow WFBNX
unknow unknow WFHNX
unknow unknow WFDNX
BALANCE FUND WFFNX WFFNX
unknow unknow WFGNX
FIXED INCOME
Intermediate-Term Bond DODIX Dodge & Cox Income
Inflation-Protected Bond DIPSX Northern Trust Treasury Inflation-Protected Securities Index Fund
Intermediate-Term Bond SSBMX SSgA U.S. Bond Index Non-Lending Series Fund Class C
SHORT GOVERNMENT STABLEVALUE UnitedHealth Group Stable Value Fund
Emerging Market
DIVERSIFIED EMERGING MKTS ABEMX Aberdeen Emerging Markets Instl
US EQUITY
LARGE BLEND VIDSX EB Diversified Stock Fund
US Small Cap NAESX Pyramis Small Company Fund
LARGE BLEND VIIIX Vanguard Institutional Index Instl Pl
MID-CAP BLEND VMCPX Vanguard Mid Cap Index Instl Plus
SMALL BLEND VSCPX Vanguard Small Cap Index Instl Plus
MID-CAP BLEND VIMSX Wellington Mid Cap Opportunities Portfolio

Investment model portfolios

We provide two types of investment model portfolios for XLHealth Corporation 401K participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

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.

Example model portfolios

The following provides historical returns for example model portfolios with a moderate risk profile (at most 60% in stocks) and their comparison with benchmark index funds. You can customize these portfolios according to your own risk profile.

Strategic Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Strategic Asset Allocation (SAA) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
XLHealth Corporation 401K Strategic Asset Allocation - Optimal Moderate NA 31.05% 9.08% 11.34% 7.26% 8.01% 7.12% 7.29%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46% 8.70%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10% 5.79%
Data as of 10/31/2024, AR inception is 12/31/2000

Tactical Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
XLHealth Corporation 401K Tactical Asset Allocation Moderate NA 22.15% 1.64% 6.43% 3.03% 3.64% 5.26% 6.52%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46% 8.70%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10% 5.79%
Data as of 10/31/2024, AR inception is 12/31/2000

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