Investment options of GETWELLNETWORK, INC. 401(K) PLAN
Total Available Funds: 27
| Investment Description |
|---|
| American Century Focused Global Growth R6 Registered investment company |
| AB Small Cap Growth Port Cl Z Registered investment company |
| Allspring Core Plus BD FD INSTL Registered investment company |
| Columbia Dividend Income INST 3 Registered investment company |
| Janus Henderson Triton Fund Class N Registered investment company |
| JP Morgan Smart Retirement Income R6 Registered investment company |
| JP Morgan Smart Retirement 2020 R6 Registered investment company |
| JP Morgan Smart Retirement 2030 R6 Registered investment company |
| JP Morgan Smart Retirement 2060 R6 Registered investment company |
| JP Morgan Smart Retirement 2040 R6 Registered investment company |
| JP Morgan Smart Retirement 2050 R6 Registered investment company |
| JP Morgan Mid Cap Growth R6 Registered investment company |
| JP Morgan US Research Enhanced Equity Registered investment company |
| MFS International Intrinsic Value R6 Registered investment company |
| Fidelity Advisor Small Cap Value Z Registered investment company |
| Principal High Yield A Registered investment company |
| Schwab Int Index Registered investment company |
| Schwab S&P 500 Index Fund Registered investment company |
| Schwab Small Cap Index Registered investment company |
| T Rowe Price Large Cap Growth I Registered investment company |
| USAA Short-Term Bond Registered investment company |
| Vanguard Dividend Growth Fund Registered investment company |
| Vanguard Interm BD Index Registered investment company |
| Vanguard Mid Cap Index Registered investment company |
| Fidelity Low-Priced Stock K6 Registered investment company |
| JOHCM INTL Opportunities INST Registered investment company |
| participant account balance |
Investment model portfolios
We provide two types of investment model portfolios for GETWELLNETWORK, INC. 401(K) 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 GETWELLNETWORK, INC. 401(K) PLAN