HCA 401K PLAN
Investment Model Portfolios
Total Available Funds: 19
| Asset Class |
Ticker
| Description |
| Others |
|
|
| Target Date 2000-2010 |
VTOVX |
5 to go Fund |
| Target Date 2011-2015 |
VTXVX |
15 to go Fund |
| Target Date 2021-2025 |
VTTVX |
25 to go Fund |
| Target Date 2031-2035 |
VTTHX |
35 to go Fund |
| Target Date 2041-2045 |
VTIVX |
45 to go Fund |
| ROOT |
CASH |
Interest Income Fund |
| not found |
no ticker |
High Yield Corp. Bond Fund |
| not found |
no ticker |
Commodities Index Fund |
|
| FIXED INCOME |
|
|
| Intermediate-Term Bond |
AGG |
Invt. Grade Bond Index Fund |
| Inflation-Protected Bond |
TIP |
Inflation Protected Treasury Index |
| LONG GOVERNMENT |
VLGIx |
Long‐Term Government Bond Index |
|
| US EQUITY |
|
|
| LARGE BLEND |
VFINX |
S&P 500 Index Fund |
| LARGE VALUE |
IWD |
Large Company Value Index Fund |
| LARGE GROWTH |
IWF |
Large Company Growth Index Fund |
| SMALL VALUE |
IWN |
Small Company Value Index Fund |
| Small Growth |
IWO |
Small Company Growth Index Fund |
|
| INTERNATIONAL EQUITY |
|
|
| Foreign Large Blend |
EFA |
International Equity Index Fund |
|
| Emerging Market |
|
|
| DIVERSIFIED EMERGING MKTS |
EEM |
Emerging Markets Stock Index Fund |
|
| REAL ESTATE |
|
|
| Global Real Estate |
IGLAX |
Real Estate Invt. Trust Index Fund |
|
The following is a moderate-risk model portfolio constructed from the investment options of HCA 401K PLAN.
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
Retirement Plan (401(k)) Info for HCA 401K PLAN
