REHABCARE GROUP INC. 401K EMPLOYEE SAVINGS PLAN Investment Model Portfolios

Investment options of REHABCARE GROUP INC. 401K EMPLOYEE SAVINGS PLAN

Total Available Funds: 17

Asset Class

Ticker

Description

Others
ROOT	CASH	Schwab Money Mkt Fund Money market mutual fund
ROOT	CASH	Schwab Value Adv Fund Money market mutual fund
Target Date 2000-2010	SWBRX	Schwab Managed rtmt 2010 Common Collective Tr
Target Date 2016-2020	SWCRX	Schwab Managed rtmt 2020 Common Collective Tr
Target Date 2026-2030	SWDRX	Schwab Managed rtmt 2030 Common Collective Tr
Target Date 2036-2040	SWERX	Schwab Managed rtmt 2040 Common Collective Tr
UNKOWN	UNKOWN	Schwab Managed rtmt income Common Collective Tr

US EQUITY
Small Growth	AASOX	Alger Small Cap Growth
Mid-Cap Growth	ACRNX	Columbia Acorn
LARGE BLEND	NYVTX	Davis NY Venture Fund A
LARGE GROWTH	RGAFX	Growth Fund of Amer
MID-CAP VALUE	JMVSX	JPMorgan Mid Cap Value Select
LARGE BLEND	SWPPX	Schwab S P 500
LARGE VALUE	SSHFX	Sound Shore Fund

INTERNATIONAL EQUITY
Foreign Small/Mid Value	SGOIX	First Eagle Overseas
Foreign Large Blend	TGVIX	Thornburg International Value

FIXED INCOME
Intermediate-Term Bond	PTTRX	Pimco Total Return Fund

Investment model portfolios

We provide two types of investment model portfolios for REHABCARE GROUP INC. 401K EMPLOYEE SAVINGS 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.

Customize a model portfolio now

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