HEALTH NET, INC. 401(k) SAVINGS PLAN
Investment Model Portfolios

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Investment options of HEALTH NET, INC. 401(k) SAVINGS PLAN

Total Available Funds: 20
Asset Class Ticker Description
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX Europacific Growth Fund,
US EQUITY
LARGE BLEND NYVTX Davis New York Venture Fund,
SMALL VALUE ESKIX Evergreen Small Cap Value Fund,
Mid-Cap Growth HAMGX Harbor Mid Cap Growth Fund,
LARGE GROWTH DRLCX Allianz RCM Large Cap Growth Fund,
SMALL VALUE PPKIX Principal Investors Small Cap Value Fund,
LARGE VALUE HWLIX Hotchkis & Wiley Large Cap Value Fund Institutional,
Mid-Cap Growth VMGIX Vanguard Mid Cap Index Fund,
SMALL BLEND NAESX Vanguard Small Cap Index Fund Institutional,
LARGE BLEND VFINX Vanguard Value Index Fund
LARGE BLEND SVSPX SSgA S&P 500 Index Securities Lending Series Fund
Others
ROOT CASH Federated Prime Money Market Fund,
Target Date 2000-2010 TRRAX T. Rowe Price Retirement 2010 Fund,
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020 Fund,
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030 Fund,
Target Date 2036-2040 TRRDX T. Rowe Price Retirement 2040 Fund,
Retirement Income TRRIX T. Rowe Price Retirement Income Fund,
FIXED INCOME
Intermediate-Term Bond PTRAX PIMCO Total Return Fund,
Inflation-Protected Bond VIPSX Vanguard Inflation Protected Securities Fund,
SHORT GOVERNMENT STABLEVALUE Putnam Stable Value Fund,,

Investment model portfolios

We provide two types of investment model portfolios for HEALTH NET, INC. 401(k) SAVINGS 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.

The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
HEALTH NET, INC. 401(k) SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate NA 32.70% 10.11% 10.46% 7.77% 8.43% 7.28% 7.30%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46% 8.70%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10% 5.79%

Tactical Asset Allocation Model Portfolio

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

The return data shown below all delayed by 3 months. Their latest dates are all the same: 03/31/2014.
AR inception is since 12/31/2000.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
HEALTH NET, INC. 401(k) SAVINGS PLAN Tactical Asset Allocation Moderate NA 12.45% 5.87% 9.69% 8.40% NA NA 9.10%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 22.19% 14.47% 21.01% 7.30% 4.36% 9.43% 4.90%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 11.50% 7.42% 13.53% 6.01% 5.36% NA 5.28%