John Hancock Trustees of ELV Associates 401k
Investment Model Portfolios

Investment options of John Hancock Trustees of ELV Associates 401k

Total Available Funds: 54
Asset Class Ticker Description
Others
Moderate Allocation RBLAX Russell Balanced
Conservative Allocation RCLAX Russell Conservative
Aggressive Allocation RALEX Russell Growth
Conservative Allocation RMLAX Russell Moderate
Financial TFSIX Financial Services Fund
Health PRHSX T. Rowe Price Health Sci
Technology PRSCX T. Rowe Price Sci & Tech
Utilities MMUIX MFS Utilities Fund
Moderate Allocation ABALX American Balanced Fund
ROOT CASH Money Market Fund
INTERNATIONAL EQUITY
WORLD STOCK REAAX Russell Equity Growth
Foreign Large Blend AEPGX EuroPacific Growth Fund
Foreign Large Value MGIAX International Value Fund
Foreign Large Blend SIEIX SSgA Intl Equity Index Fund
FOREIGN SMALL/MID GROWTH FISMX Intl Small Cap Fund
WORLD STOCK OGLYX Oppenheimer Global
WORLD STOCK TEMWX Templeton World
WORLD STOCK TEDRX Templeton Mutual Global Discovery
US EQUITY
Mid-Cap Growth TWHIX American Century Heritage
SMALL BLEND DFSTX DFA U.S. Small Cap Fund
SMALL VALUE DFFVX DFA US Targeted Value Fund
Mid-Cap Growth FRSGX Franklin Templeton Small-Mid Growth
Small Growth GTSIX Invesco Advisers Inv Small Cap Growth
Mid-Cap Growth JIMSX Mid Cap Stock Fund
Small Growth JESGX Small Cap Growth Fund
Small Growth VISGX Vanguard Small Cap Growth Index
SMALL BLEND JESIX John Hancock Small Cap Index Fund
LARGE GROWTH TRBCX T. Rowe Price Blue Chip Growth Fund
LARGE BLEND HCAYX Jennison Associates Capital Appreciation Fund
LARGE BLEND DSEFX Domini Social Equity
LARGE GROWTH JFCAX John Hancock Fundamental All Cap Core Fund
MID-CAP VALUE FLMVX JPM MidCap Value Fund
LARGE VALUE JVLAX John Hancock Disciplined Value
MID-CAP BLEND JECIX John Hancock Mid Cap Index Fund
SMALL BLEND JSCNX Small Cap Value Fund
SMALL BLEND PRSVX T. Rowe Price Sml Cap Val
LARGE GROWTH AGTHX American Funds The Growth Fund of America
LARGE BLEND JETSX John Hancock Asset Total Stock Market Index Fund
LARGE VALUE VVOAX Invesco Value Fund
LARGE BLEND ISCSX Davis New York Venture
LARGE VALUE JFVAX John Hancock Asset Fundamental Large Cap Value
LARGE BLEND AIVSX American Funds Investment Company of America
LARGE BLEND TEBIX Templeton Mutual Beacon
LARGE VALUE PRFDX T. Rowe Price Equity Inc
LARGE VALUE AWSHX American Funds Washington Mutual Investors
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Mkt
REAL ESTATE
REAL ESTATE JIREX Real Est. Securities Fund
FIXED INCOME
Bank Loan JFIVX John Hancock Asset 500 Index Fund
High Yield Bond WAHYX Western Asset High Yield Fund
Inflation-Protected Bond PRRIX PIMCO Real Return
Intermediate-Term Bond PTTRX PIMCO Total Return
SHORT GOVERNMENT VSGBX Vanguard Short-Term Federal
Multisector Bond RPSIX T. Rowe Price Spectrum Inc
High Yield Bond JNK Wells Capital U.S. High Yield Bond Fund

Investment model portfolios

We provide two types of investment model portfolios for John Hancock Trustees of ELV Associates 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 Common Inception
John Hancock Trustees of ELV Associates 401k Strategic Asset Allocation – Optimal Moderate NA 12.84% 6.46% 4.36% 6.73% 5.77% NA
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 14.18% 14.75% 10.62% 13.46% 8.92% 6.04%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 10.59% 7.97% 5.39% 7.47% 5.92% 5.39%
Data as of 10/31/2019, Common starting date 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 Common Inception
John Hancock trustees of ELV Associates 401k Tactical Asset Allocation Moderate NA 25.88% 4.11% 8.58% 7.16% 8.24% 9.23%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10%
Data as of 10/31/2024, Common starting date is 12/31/2000