Investment options of ENVISTA HOLDINGS CORPORATION SAVINGS PLAN
Total Available Funds: 24
| Investment Description |
|---|
| VANGUARD FEDERAL MONEY MARKET FUND |
| ENVISTA STOCK FUND |
| PIMCO TOTAL RETURN FUND INSTITUTIONAL CLASS |
| PIMCO INFLATION RESPONSE MULTI-ASSET FUND INSTITUTIONAL |
| SELF-DIRECTED BROKERAGE ACCOUNT |
| T. ROWE PRICE BLUE CHIP GROWTH TRUST (CLASS T1) |
| BLACKROCK LIFE PATH INDEX 2065 NON-LENDABLE FUND M |
| GW&K SMALL/MID CAP CORE EQUITY COLLECTIVE INVESTMENT FUND |
| ARROWSTREET INTERNATIONAL EQUITY ACWI EX US CIT - CLASS A |
| THE LONDON COMPANY INCOME EQUITY COLLECTIVE TRUST CLASS 1 |
| BLACKROCK EQUITY INDEX NON-LENDABLE FUND M |
| BLACKROCK MSCI ACWI EX-U. S. IMI INDEX NON-LENDABLE FUND R |
| BLACKROCK RUSSELL 2500 INDEX NON-LENDABLE FUND M |
| BLACKROCK U.S DEBT INDEX NON-LENDABLE FUND M |
| BLACKROCK LIFEPATH INDEX RETIREMENT NON-LENDABLE FUND M |
| BLACKROCK LIFEPATH INDEX 2025 NON-LENDABLE FUND M |
| BLACKROCK LIFEPATH INDEX 2030 NON-LENDABLE FUND M |
| BLACKROCK LIFEPATH INDEX 2035 NON-LENDABLE FUND M |
| BLACKROCK LIFEPATH INDEX 2040 NON-LENDABLE FUND M |
| BLACKROCK LIFEPATH INDEX 2045 NON-LENDABLE FUND M |
| BLACKROCK LIFEPATH INDEX 2050 NON-LENDABLE FUND M |
| BLACKROCK LIFEPATH INDEX 2055 NON-LENDABLE FUND M |
| BLACKROCK LIFEPATH INDEX 2060 NON-LENDABLE FUND M |
| FIDELITY MANAGED INCOME PORTFOLIO II CLASS 1 |
Investment model portfolios
We provide two types of investment model portfolios for ENVISTA HOLDINGS CORPORATION SAVINGS 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 ENVISTA HOLDINGS CORPORATION SAVINGS PLAN