Investment options of BARTON HEALTH 403(B) PLAN
Total Available Funds: 60
| Investment Description |
|---|
| YourPath 2015 Conservative Unitized Portfolio N/A |
| YourPath 2015 Moderate Unitized Portfolio N/A |
| YourPath 2020 Conservative Unitized Portfolio N/A |
| YourPath 2020 Moderate Unitized Portfolio N/A |
| YourPath 2025 Aggressive Unitized Portfolio N/A |
| YourPath 2025 Conservative Unitized Portfolio N/A |
| YourPath 2025 Moderate Unitized Portfolio N/A |
| YourPath 2030 Aggressive Unitized Portfolio N/A |
| YourPath 2030 Moderate Unitized Portfolio N/A |
| YourPath 2035 Aggressive Unitized Portfolio N/A |
| YourPath 2035 Conservative Unitized Portfolio N/A |
| YourPath 2035 Moderate Unitized Portfolio N/A |
| YourPath 2040 Aggressive Unitized Portfolio N/A |
| YourPath 2040 Moderate Unitized Portfolio N/A |
| YourPath 2045 Aggressive Unitized Portfolio N/A |
| YourPath 2045 Conservative Unitized Portfolio N/A |
| YourPath 2045 Moderate Unitized Portfolio N/A |
| YourPath 2050 Aggressive Unitized Portfolio N/A |
| YourPath 2050 Moderate Unitized Portfolio N/A |
| YourPath 2055 Aggressive Unitized Portfolio N/A |
| YourPath 2055 Moderate Unitized Portfolio N/A |
| YourPath 2060 Aggressive Unitized Portfolio N/A |
| YourPath 2060 Moderate Unitized Portfolio N/A |
| YourPath 2065 Aggressive Unitized Portfolio N/A |
| YourPath 2065 Moderate Unitized Portfolio N/A |
| YourPath Income Aggressive Unitized Portfolio N/A |
| YourPath Income Conservative Unitized Portfolio N/A |
| YourPath Income Moderate Unitized Portfolio N/A |
| AB VPS Sustain Global Thematic Port Pooled Separate Account N/A |
| American Funds Global Growth Pooled Separate Account N/A |
| American Funds Growth Pooled Separate Account N/A |
| American Funds Growth-Income Pooled Separate Account N/A |
| American Funds International Pooled Separate Account N/A |
| Blackrock Global Allocation Pooled Separate Account N/A |
| Fidelity VIP Contra Fund Pooled Separate Account N/A |
| Fidelity VIP Freedom Target Date 2030 Pooled Separate Account N/A |
| Fidelity VIP Freedom Target Date 2060 Pooled Separate Account N/A |
| Fidelity VIP Growth Pooled Separate Account N/A |
| LVIP Baron Growth Opportunities Pooled Separate Account N/A |
| LVIP Blackrock Dividend Value Pooled Separate Account N/A |
| LVIP Blackrock Inflation Protected Bond Pooled Separate Account N/A |
| LVIP Blended Large Cap Growth Pooled Separate Account N/A |
| LVIP Delaware Bond Pooled Separate Account N/A |
| LVIP Delaware Diversified Income Pooled Separate Account N/A |
| LVIP Delaware Mid Cap Value Pooled Separate Account N/A |
| LVIP Delaware Smid Cap Core Pooled Separate Account N/A |
| LVIP Delaware Social Awareness Pooled Separate Account N/A |
| LVIP Delaware U.S. REIT Pooled Separate Account N/A |
| LVIP Delaware Value Pooled Separate Account N/A |
| LVIP Delaware Wealth Builder Pooled Separate Account N/A |
| LVIP Dimensional US Core Equity Pooled Separate Account N/A |
| LVIP JPMorgan Retirement Income Pooled Separate Account N/A |
| LVIP Mondrian International Value Pooled Separate Account N/A |
| LVIP SSGA S&P 500 Index Pooled Separate Account N/A |
| LVIP SSGA Small Cap Index Pooled Separate Account N/A |
| LVIP T. Rowe Price Struct. Mid Cap Growth Pooled Separate Account N/A |
| LVIP Vanguard Domestic Equity ETF Pooled Separate Account N/A |
| Macquarie Small Cap Pooled Separate Account N/A |
| MFS Utilities Pooled Separate Account N/A |
| Fixed Account Guaranteed Investment Contract N/A |
Investment model portfolios
We provide two types of investment model portfolios for BARTON HEALTH 403(B) 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.
Retirement Plan (401(k)) Info for BARTON HEALTH 403(B) PLAN