Investment options of HEALOGICS, LLC. 401(K) PLAN
Total Available Funds: 27
| Investment Description |
|---|
| JPMorgan SmartRetirement Blend 2035 R6 |
| JPMorgan SmartRetirement Blend 2030 R6 |
| JPMorgan SmartRetirement Blend 2040 R6 |
| JPMorgan SmartRetirement Blend 2045 R6 |
| JPMorgan SmartRetirement Blend 2050 R6 |
| JPMorgan SmartRetirement Blend 2025 R6 |
| Vanguard 500 Index Admiral |
| JPMorgan SmartRetirement Blend 2020 R6 |
| JPMorgan SmartRetirement Blend 2055 R6 |
| MFS Growth R6 |
| JPMorgan SmartRetirement Blend Inc R6 |
| Vanguard Mid Cap Index Admiral |
| JPMorgan SmartRetirement Blend 2060 R6 |
| Vanguard Developed Markets Index Adm |
| Vanguard Small Cap Index Adm |
| JPMorgan Equity Income R6 |
| Fidelity Small Cap Growth K6 |
| Thornburg Strategic IncomeR6 |
| John Hancock Bond R6 |
| JP Morgan Undiscovered Mgrs Behavioral Value R6 |
| MFS Intl Diversification R6 |
| Invesco Developing Markets R6 |
| MFS Mid Cap Value R6 |
| BlackRock Mid-Cap Growth Equity Instl |
| JPMorgan SmartRetirement Blend 2065 R6 |
| PIMCO Int Bond (USD-Hedged) Inst |
| Maturing through |
Investment model portfolios
We provide two types of investment model portfolios for HEALOGICS, LLC. 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 HEALOGICS, LLC. 401(K) PLAN