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HEALTHCARE SERVICES GROUP, INC. RETIREMENT PLAN
Investment Model Portfolios

Investment options of HEALTHCARE SERVICES GROUP, INC. RETIREMENT PLAN

Total Available Funds: 25
Asset Class Ticker Description
US EQUITY
Mid-Cap Growth IDYAX AIM Dynamics Fund Cl A Mutual Fund
SMALL VALUE AVFIX American Beacon Sm Cap Value Mutual Fund
SMALL VALUE ACVIX American Century Sm Cap Value Mutual Fund
LARGE VALUE AVLIX American Century Value
LARGE VALUE FSTKX Federated Stock Tr Mutual Fund
LARGE GROWTH EQPGX Fidelity Advisor Equity Growth Mutual Fund
LARGE VALUE EQPIX Fidelity Advisor Equity Income Mutual Fund
LARGE GROWTH RGAFX Growth Fund of Amer Mutual Fund
LARGE GROWTH JCAPX Janus Adviser Forty
LARGE GROWTH JANSX Janus Fund Cls S Mutual Fund
LARGE BLEND MRGAX MFS Core Equity Cls A Mutual Fund
SMALL VALUE ROFIX Royce Opportunity
Others
Health GGHCX AIM Global Health Care
Moderate Allocation RLBFX American Balanced
ROOT CASH BlackRock Money Mkt (PNC) Money Mkt Fund
ROOT CASH Healthcare Services Stock Liquidity Cash
Moderate Allocation AMECX Income Fund of Amer Mutual Fund
Technology MTCAX MFS Technology Fund Cl A Mutual Fund
Target Date 2011-2015 ARNIX My Retire 2015 Livestrong Portfolio A Mutual Fund
Target Date 2021-2025 ARWFX My Retire 2025 Livestrong Portfolio A Mutual Fund
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX American Euro-Pacific Growth
FOREIGN SMALL/MID GROWTH MIDAX MFS Int l New Discovery
FIXED INCOME
Intermediate Government BGPAX BlackRock GNMA Fund Cls A Mutual Fund
Intermediate-Term Bond PNMIX BlackRock Managed income Fund Cls A Mutual Fund
High Yield Bond FHIIX Federated High Income Bond

Investment model portfolios

We provide two types of investment model portfolios for HEALTHCARE SERVICES GROUP, INC. RETIREMENT 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.

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.

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
HEALTHCARE SERVICES GROUP, INC. RETIREMENT PLAN Tactical Asset Allocation Moderate NA 20.20% 1.17% 5.74% 2.20% 3.86% 5.31% 6.35%
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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