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MEMORIAL HERMANN HEALTHCARE SYSTEM 401K RETIREMENT SAVINGS PLAN
Investment Model Portfolios

Investment options of MEMORIAL HERMANN HEALTHCARE SYSTEM 401K RETIREMENT SAVINGS PLAN

Total Available Funds: 10
Asset Class Ticker Description
INTERNATIONAL EQUITY
Foreign Large Blend GIEIX GE Institutional Funds: International Equity Fund; Investment Class Shares
US EQUITY
LARGE BLEND PLFPX Principal Funds
LARGE GROWTH RGACX Growth Fund of America
LARGE BLEND DGAGX Dreyfus Appreciation Fund
LARGE VALUE DODGX Dodge & Cox Funds: Dodge & Cox Stock Fund
Mid-Cap Growth ACRNX Columbia Acorn Trust: Columbia Acorn Fund; Class Z Shares
Others
ROOT PCSXX Principal Funds
Target Date 2046-2050 RCITX American Funds Target Date Retirement Series: American Funds 2050 Target Date Retirement Fund; Class R-3 Shs
FIXED INCOME
Intermediate-Term Bond DBIRX Dreyfus/Laurel Funds
Intermediate-Term Bond PTTAX PIMCO Funds: Total Return Fund; Class A Shares

Investment model portfolios

We provide two types of investment model portfolios for MEMORIAL HERMANN HEALTHCARE SYSTEM 401K RETIREMENT SAVINGS PLAN 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.