Synfora John Hancock Retirement Plan Services
Investment Model Portfolios
John Hancock Retirement Plan Services is the provider for Synfora's 401K plan.
Total Available Funds: 54
| Asset Class |
Ticker
| Description |
Rating |
Expense |
| Emerging Market |
|
|
|
|
| DIVERSIFIED EMERGING MKTS |
ODVYX |
Oppenheimer Developing Markets |
|
0.84%
|
|
| REAL ESTATE |
|
|
|
|
| REAL ESTATE |
RRREX |
DWS RREEF Real Estate Securities |
|
0.61%
|
|
| INTERNATIONAL EQUITY |
|
|
|
|
| WORLD STOCK |
TEDIX |
Mutual Global Discovery |
|
1.45%
|
| Foreign Large Blend |
RERCX |
American Funds EuroPacific Growth |
|
0.9%
|
| WORLD STOCK |
OPPAX |
Oppenheimer Global |
|
1.31%
|
| WORLD STOCK |
TEMWX |
Templeton World |
|
0.81%
|
| Foreign Large Value |
JIVIX |
International Value Fund |
|
0.89%
|
| Foreign Small/Mid Value |
JIIMX |
Intrnational Small Cap Fund |
|
1.08%
|
| Foreign Large Blend |
JEIEX |
International Equity Index Fund |
|
0.63%
|
|
| Others |
|
|
|
|
| ROOT |
DSEFX |
Domini Social Eq |
|
0.71%
|
| Moderate Allocation |
JILBX |
JHancock2 Lifestyle Balanced 1 |
|
1.18%
|
| Conservative Allocation |
JILCX |
JHancock2 Lifestyle Conservative 1 |
|
1.33%
|
| Conservative Allocation |
JILMX |
JHancock2 Lifestyle Moderate 1 |
|
0.92%
|
| Equity Energy |
VGELX |
Vanguard Energy |
|
0.41%
|
| Health |
PRHSX |
T. Rowe Price Health Sciences |
|
0.8%
|
| Moderate Allocation |
RLBCX |
American Funds American Balanced |
|
0.31%
|
| Utilities |
MMUFX |
MFS Utilities |
|
1%
|
| Technology |
PASTX |
T. Rowe Price Science & Tech Adv |
|
0.84%
|
| Financial |
RPFGX |
Davis Financial |
|
0.72%
|
| ROOT |
CASH |
Money Market Fund |
|
NA
|
|
| FIXED INCOME |
|
|
|
|
| SHORT GOVERNMENT |
VSGBX |
Vanguard Short-Term Federal |
|
0.1%
|
| Multisector Bond |
RPSIX |
T. Rowe Price Spectrum Income |
|
0.62%
|
| Intermediate-Term Bond |
PTRAX |
PIMCO Total Return |
|
0.8%
|
| WORLD BOND |
PIGLX |
PIMCO Global Bond (Unhedged) |
|
0.57%
|
| High Yield Bond |
SAHYX |
Legg Mason Global Hi Yld Bd |
|
0.9%
|
|
| US EQUITY |
|
|
|
|
| MID-CAP VALUE |
FRBSX |
Franklin Balance Sheet |
|
1.15%
|
| LARGE BLEND |
NYVTX |
Davis NY Venture |
|
1.75%
|
| SMALL VALUE |
JESVX |
Small Cap Value Fund |
|
1.33%
|
| Small Growth |
VSGIX |
Vanguard Small Cap Growth Index |
|
0.07%
|
| MID-CAP VALUE |
FLMVX |
JPM MidCap Value Fund |
|
1.14%
|
| LARGE BLEND |
JILGX |
JHancock2 Lifestyle Growth 1 |
|
0.97%
|
| LARGE BLEND |
JILAX |
JHancock2 Lifestyle Aggressive 1 |
|
1.29%
|
| MID-CAP BLEND |
JECIX |
JHT Mid Cap Index Fund |
|
0.54%
|
| LARGE BLEND |
JETSX |
JHT Total Stock Market Index |
|
0.57%
|
| SMALL BLEND |
JESIX |
Small Cap Index Fund |
|
0.6%
|
| LARGE GROWTH |
JICPX |
Capital Appreciation Fund |
|
0.8%
|
| SMALL BLEND |
DFSTX |
DFA U.S. Small Cap Fund |
|
0.27%
|
| LARGE BLEND |
JEQAX |
JHT Optimized All Cap Fund |
|
0.76%
|
| Small Growth |
GTSAX |
AIM Small Cap Growth |
|
0.91%
|
| LARGE VALUE |
PAFDX |
T. Rowe Price Equity Income |
|
1.23%
|
| LARGE GROWTH |
PJFAX |
Jennison Growth |
|
0.58%
|
| Mid-Cap Growth |
FRSGX |
Franklin Small-Mid Cap Growth |
|
0.85%
|
| LARGE GROWTH |
PABGX |
T. Rowe Price Blue Chip Growth |
|
1.23%
|
| LARGE VALUE |
WSHFX |
American Funds Washington Mutual Investors |
|
0.26%
|
| LARGE BLEND |
AICFX |
American Funds Investment Company of America |
|
0.27%
|
| LARGE VALUE |
MDLVX |
BlackRock Large Cap Value |
|
0.79%
|
| LARGE VALUE |
TEBIX |
Mutual Beacon |
|
1.77%
|
| LARGE GROWTH |
JICGX |
All Cap Growth Fund |
|
1.65%
|
| Mid-Cap Growth |
TWVIX |
American Century Vista |
|
0.8%
|
| Mid-Cap Growth |
JIMSX |
JHFunds2 Mid Cap Stock 1 |
|
0.91%
|
| LARGE VALUE |
UMBIX |
Columbia Value & Restructuring |
|
0.97%
|
| LARGE BLEND |
JICVX |
Lord Abbett All Cap Value |
|
0.87%
|
| LARGE BLEND |
JEINX |
JHT 500 Index Trust Ser I |
|
0.53%
|
| LARGE VALUE |
JIQVX |
JHancock2 Optimized Value |
|
NA
|
|
Average Expense Ratio: 0.86%
The following is a moderate-risk model portfolio constructed from the investment options of Synfora John Hancock Retirement Plan Services.
This portfolio is proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation. We offer customization features, allowing subscribers to tailor the portfolio to align with their own risk tolerance and return expectations by changing risk profile parameter.
Our model portfolio is rooted in the MyPlanIQ Asset Allocation Composite (AAC) strategy. This dynamic (tactical) asset allocation and quantitative fund selection algorithm prioritize risk management by dynamically adjusting stock allocations based on prevailing asset momentum. Extensive research has shown that this momentum-based tactical approach can potentially reduce temporary losses while maintaining or outperforming traditional buy-and-hold strategies.
Both historical back test and real-time portfolio return and risk data are shown in the table on this page. These metrics are compared with stock and moderate allocation index funds.
Furthermore, subscribers have the option to explore alternative strategies such as Strategic Asset Allocation Optimal (SAA) and Tactical Asset Allocation (TAA) to further customize their model portfolio. See our investment methodology for more details on the investment strategies
