Investment options of COMMUNITY HEALTH NETWORK
Total Available Funds: 26
| Investment Option List |
|---|
| FID FREEDOM INDEX 2045 (FFFGX) |
| FID FREEDOM INDEX 2055 (FDEWX) |
| FID FREEDOM INDEX 2030 (FFFEX) |
| FID FREEDOM INDEX 2050 (FFFHX) |
| FID FREEDOM INDEX 2040 (FFFFX) |
| FID FREEDOM INDEX 2035 (FFTHX) |
| STATE ST EQUITY 500 INDEX K (STFAX) |
| VANGUARD INTERMEDIATE TERM BO (VBIIX) |
| INVESCO STABLE ASSET – ADPZ |
| T. ROWE PRICE DIVIDEND GR 1 (PRDGX) |
| AMF GROWTH FUND OF AMERICA R6 (AMF) |
| VANGUARD MID CAP INDEX- ADM (VIMSX) |
| VANGUARD SM CAP VAL INDEX ADM (VSLVX) |
| VANGUARD SMALL CAP INDEX ADMR (VISVX) |
| JPMORGAN EQUITY INCOME FUND R (HLIEX) |
| FID FREEDOM INDEX INC |
| FID FREEDOM INDEX 2020 (FFFDX) |
| FID FREEDOM INDEX 2065 |
| FID FREEDOM INDEX 2025 (FFTWX) |
| TIAA – CREF SC BLEND INDEX INST (TISBX) |
| INFS TOTAL RETURN- R6 (PURIX) |
| ISHARES MSCI EAFE INTL INDEX (BTMGX) |
| T ROWE PRICE OVERSEAS STOCK (TROSX) |
| FID FREEDOM INDEX 2005 (FFFVX) |
| BLACKROCK TOTAL RETURN K (MJHQX) |
| JANUS HENDERSON TRITON FUND N (JSMGX) |
Investment model portfolios
We provide two types of investment model portfolios for COMMUNITY HEALTH NETWORK 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 COMMUNITY HEALTH NETWORK