HARBOURVEST PARTNERS LLC 401K PLAN
Investment Model Portfolios

Total Available Funds: 44
Asset Class Ticker Description
US EQUITY
LARGE BLEND CHTRX AIM Equity Funds (Invesco Equity Funds)
Mid-Cap Growth FRSGX Alger Small Mid-Cap Growth Fund
MID-CAP VALUE ARTQX Artisan Mid-Cap Value Fund
Small Growth BSCFX Baron Small-Cap Fund
Small Growth BCSIX Brown Capital Management Small-Company Institutional Fund
LARGE VALUE EHSTX Eaton Vance Large-Cap Value Fund
MID-CAP VALUE FDVLX FID VALUE
LARGE GROWTH FCNTX Fidelity Contra Fund
MID-CAP BLEND FLPSX FIDELITY LOW PR STK
MID-CAP BLEND FSEMX Fidelity Spartan Extended Market Index Fund
SMALL BLEND NBGEX Neuberger Berman Genesis Trust Fund
LARGE BLEND FUSVX SPTN 500 INDEX ADV
LARGE BLEND FUSEX SPTN 500 INDEX INV
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH LAIAX Columbia Acorn International Fund
Foreign Large Blend FDIVX FID DIVERSIFIED INTL
Foreign Large Blend FIGRX Fidelity International Discovery Fund
Foreign Large Blend FSIIX Fidelity Spartan International Index Fund
Foreign Large Growth JIGFX Janus Overseas Fund
WORLD STOCK JAWWX JANUS WORLDWIDE T
Foreign Large Blend INLDX Morgan Stanley Institutional International Equity Fund
Foreign Large Blend MIQBX MSIF INTL EQUITY P
Others
ROOT CASH Fed UST Cash RSV IS
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Fund
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 Fund
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Fund
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 Fund
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 Fund
Target Date 2046-2050 FFFHX Fidelity Freedom 2050 Fund
ROOT CASH FIDELITY RETIRE MMK
Technology ISTIX Ivy Science & Tech I
Health PRHSX T. Rowe Price Health Sciences
FIXED INCOME
Intermediate-Term Bond FTHRX FID INTERMED BOND
Intermediate Government FIBIX Fidelity Spartan Intermeidate Term Bond Treasury Index
LONG GOVERNMENT FLBIX Fidelity Spartan Long-Term Treasury Index Fund
SHORT GOVERNMENT FSBIX Fidelity Spartan Short-Term Treasury Index Fund
Intermediate-Term Bond FBIDX Fidelity U.S. Bond Index Fund
High Yield Bond PHYAX PIMCO HIGH YIELD ADM
Intermediate-Term Bond PTRAX PIMCO TOT RETURN ADM
Emerging Market
DIVERSIFIED EMERGING MKTS MMKBX MSIF EMERGING MKTS P

The following is a moderate-risk model portfolio constructed from the investment options of HARBOURVEST PARTNERS LLC 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 HARBOURVEST PARTNERS LLC 401K PLAN

Click here for more plan details and features ►