Handel Architects LLP 401 (k) Profit Sharing Plan
Investment Model Portfolios
Handel Architects LLP 401 (k) Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature.
Total Available Funds: 43
Asset Class |
Ticker
| Description |
Others |
|
|
Conservative Allocation |
JALRX |
John Hancock Lifestyle Conservative |
Conservative Allocation |
JTLMX |
John Hancock Lifestyle Moderate |
Moderate Allocation |
JALBX |
John Hancock Lifestyle Balanced |
Moderate Allocation |
RLBFX |
American Funds American Balanced |
Technology |
PRSCX |
T.Rowe Price Science & Technology |
ROOT |
CASH |
John Hancock Money Market Fund |
Technology |
JESTX |
John Hancock Science & Technology Fund |
|
US EQUITY |
|
|
LARGE BLEND |
JTLGX |
John Hancock Lifestyle Growth |
LARGE BLEND |
JTLAX |
John Hancock Lifestyle Aggressive |
LARGE VALUE |
TEBIX |
Franklin Templeton Mutual Beacon |
LARGE BLEND |
ISFIX |
ING Davis New York Venture |
LARGE GROWTH |
PJFZX |
Prudential Jennison Growth |
LARGE BLEND |
DSFRX |
Domini Social Equity |
MID-CAP VALUE |
FBSRX |
Franklin Templeton Balance Sheet |
LARGE VALUE |
URBIX |
Columbia Value & Restructuring |
LARGE GROWTH |
SHRAX |
Legg Mason Partners Aggressive Growth |
Small Growth |
GTSVX |
Invesco Small Cap Growth |
Mid-Cap Growth |
AVTRX |
American Century Vista |
LARGE BLEND |
JIFNX |
John Hancock 500 Income Fund |
LARGE VALUE |
JIEMX |
John Hancock Equity Income Fund |
LARGE BLEND |
JILPX |
John Hancock Large Cap Fund |
LARGE GROWTH |
JICPX |
John Hancock Capital Appreciation Fund |
LARGE BLEND |
JHBHX |
John Hancock All Cap Core Fund |
LARGE GROWTH |
JIBCX |
John Hancock Blue Chip Growth Fund |
LARGE VALUE |
JCVVX |
John Hancock Value Fund |
SMALL BLEND |
JISVX |
John Hancock Small Company Value Fund |
LARGE GROWTH |
JICGX |
John Hancock All Cap Growth Fund |
Mid-Cap Growth |
JIMSX |
John Hancock Mid Cap Stock Fund |
SMALL BLEND |
JESIX |
John Hancock Small Cap Index Fund |
|
FIXED INCOME |
|
|
Multisector Bond |
RPSIX |
T.Rowe Price Spectrum Income |
High Yield Bond |
SBHYX |
Legg Mason Partners High Yield |
SHORT GOVERNMENT |
VSGBX |
Vanguard Short Term Federal |
Multisector Bond |
JISBX |
John Hancock Strategic Bond |
High Yield Bond |
JIHDX |
John Hancock High Yield |
Intermediate-Term Bond |
JIQBX |
John Hancock Investment QUAL Bond |
Intermediate Government |
JIUSX |
John Hancock US Government Securities |
|
INTERNATIONAL EQUITY |
|
|
WORLD STOCK |
TEDRX |
Franklin Termleton Mutual Global Discovery |
WORLD STOCK |
TEMWX |
Franklin Templeton World |
Foreign Large Blend |
RERFX |
American Funds Europacific Growth |
Foreign Large Value |
JIVIX |
John Hancock International Value Fund |
Foreign Small/Mid Value |
JIIMX |
John Hancock Intl Small Cap Fund |
|
Emerging Market |
|
|
DIVERSIFIED EMERGING MKTS |
ODMAX |
Oppenheimer Developing Markets |
|
REAL ESTATE |
|
|
REAL ESTATE |
JIREX |
John Hancock Real Est. Securities Fund |
|
The following is a moderate-risk model portfolio constructed from the investment options of Handel Architects LLP 401 (k) Profit Sharing 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 Handel Architects LLP 401 (k) Profit Sharing Plan