AMEDISYS HOLDING LLC 401K PLAN Investment Model Portfolios

Investment options of AMEDISYS HOLDING LLC 401K PLAN

Total Available Funds: 18

Asset Class

Ticker

Description

US EQUITY
Small Growth	CGICX	BlackRock Funds: BlackRock Small Cap Growth Equity Portfolio; Investor C Shares
Small Growth	PSGIX	BlackRock Funds: BlackRock Small Cap Growth Equity Portfolio; Institutional Shares
SMALL VALUE	PCVAX	Allianz Funds: AllianzGI NFJ Small-Cap Value Fund; Class A Shares
LARGE BLEND	DNVYX	Davis New York Venture Fund
LARGE GROWTH	MAFGX	BlackRock Capital Appreciation Fund
Mid-Cap Growth	ACRNX	Columbia Acorn Trust: Columbia Acorn Fund; Class Z Shares
LARGE BLEND	NYVTX	Davis New York Venture Fund
SMALL VALUE	PSVIX	Allianz Funds: AllianzGI NFJ Small-Cap Value Fund; Institutional Class Shares
LARGE VALUE	MDBAX	BlackRock Basic Value Fund
LARGE GROWTH	MDFGX	BlackRock Capital Appreciation Fund

FIXED INCOME
Inflation-Protected Bond	BPRIX	BlackRock Funds II: BlackRock Inflation Protected Bond Portfolio; Institutional Shares
Intermediate Government	ABTAX	American Century Government Income Trust: Government Bond Fund; Class A Shares
Intermediate Government	CPTNX	American Century Government Income Trust: Government Bond Fund; Investor Class Shares

INTERNATIONAL EQUITY
Foreign Large Blend	AEPGX	EuroPacific Growth Fund; Class A Shares
Foreign Large Value	MGIAX	MFS Series Trust X: MFS International Value Fund; Class A Shares
Foreign Large Blend	RERFX	EuroPacific Growth Fund; Class R-5 Shares

Others
Moderate Allocation	OAKBX	Harris Associates Investment Trust: Oakmark Equity & Income Fund; Class I Shares
World Allocation	MDLOX	BlackRock Global Allocation Fund

Investment model portfolios

We provide two types of investment model portfolios for AMEDISYS HOLDING LLC 401K 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

Retirement Plan (401(k)) Info for AMEDISYS HOLDING LLC 401K PLAN

AMEDISYS HOLDING, LLC 401(K) PLAN

Click here for more plan details and features ►