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HARBOURVEST PARTNERS LLC 401K PLAN
Investment Model Portfolios

Investment options of HARBOURVEST PARTNERS LLC 401K PLAN

Total Available Funds: 31
Investment Description
PIM TOTAL RT INST
PIM HIGH YIELD INST
HTFD INTL OPPS R6
BARRON SMALL CAP R6
AB SM CAP FRTH Z
INVESCO DIVRS DIV R6
MFS MID CAP VALUE R6
BROWN SMALL CO INST
ABF SM CAP VALUE R6
FID INTERMED BOND
FID EMERGING MKTS K
FID US BOND IDX
FID 500 INDEX
FID INTL INDEX
FID EXTD MKT IDX
FID CONTRAFUND K6
FID DIVERSFD INTL K6
FID LOW- PRICED ST K6
FID FREEDOM 2005 K6
FID FREEDOM 2010 K6
FID FREEDOM 2015 K6
FID FREEDOM 2020 K6
FID FREEDOM 2025 K6
FID FREEDOM 2030 K6
FID FREEDOM 2035 K6
FID FREEDOM 2040 K6
FID FREEDOM 2045 K6
FID FREEDOM 2050 K6
FID FREEDOM 2055 K6
FID FREEDOM 2060 K6
FID GOVT MMKT K6

Investment model portfolios

We provide two types of investment model portfolios for HARBOURVEST PARTNERS LLC 401K PLAN participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

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.

Example model portfolios

The following provides historical returns for example model portfolios with a moderate risk profile (at most 60% in stocks) and their comparison with benchmark index funds. You can customize these portfolios according to your own risk profile.

Strategic Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Strategic Asset Allocation (SAA) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
HARBOURVEST PARTNERS LLC 401K PLAN Strategic Asset Allocation - Optimal Moderate NA -2.90% 3.89% 3.79% 7.94% 7.46% NA 7.96%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 7.18% 10.93% 11.18% 13.10% 8.60% 6.45% 6.55%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA -0.24% 4.98% 4.97% 7.82% 5.92% 5.61% 5.27%
Data as of 10/31/2018, AR inception is 12/31/2000

Tactical Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
HARBOURVEST PARTNERS LLC 401K PLAN Tactical Asset Allocation Moderate NA -2.83% 0.86% 0.79% 1.51% 4.23% 6.89% 7.68%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 9.98% 9.75% 10.95% 11.06% 12.38% 9.19% 7.54%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 6.25% 1.68% 4.40% 4.69% 6.67% 5.54% 5.08%
Data as of 10/31/2023, AR inception is 12/31/2000