Investment options of HELLOFRESH 401(K) RETIREMENT SAVINGS PLAN
Total Available Funds: 49
| Investment Option List |
|---|
| MFS International Growth Fund (MQGIX) |
| Vanguard Mid Cap (VIMSX) |
| Vanguard Small-Cap (VISVX) |
| JPMorgan Small Cap Growth Fund (JISGX) |
| Franklin Small Cap Value Fund (FVADX) |
| JPMorgan Mid Cap Growth Fund (HLGEX) |
| MFS Mid Cap Value Fund (MCVIX) |
| Principal LargeCap Growth Fund (PPIIX) |
| Vanguard Instit |
| Vanguard Target Retirement 2035 Fund (VTTHX) |
| Vanguard Target Retirement 2045 Fund (VTIVX) |
| Vanguard Target Retirement Income Fund (VTINX) |
| Vanguard Target Retirement 2025 Fund (VTTVX) |
| Vanguard Target Retirement 2020 Fund (VTWNX) |
| Vanguard Target Retirement 2030 Fund (VTHRX) |
| Vanguard Target Retirement 2040 Fund (VFORX) |
| Vanguard Target Retirement 2050 Fund (VFIFX) |
| Vanguard Target Retirement 2055 Fund (VFFVX) |
| Vanguard Target Retirement 2060 Fund (VTTSX) |
| Vanguard Target Retirement 2065 Fund (VSXFX) |
| Vanguard Target Retirement 2070 Fund (VSVNX) |
| Calvert Calvert US Large-Cap Core Responsible (CISIX) |
| Pimco Income Fund (PFIIX) |
| American Funds Amer Mutual R6 Registered Investment Company |
| Calv US Lg Cp Cr Rsp In F R6 Registered Investment Company |
| Franklin Sm Cap Value Fnd R6 Registered Investment Company |
| JPMorgan Mid Cap Growth Fd R6 Registered Investment Company (HLGEX) |
| JPMorgan SmCp Growth Fnd R6 Registered Investment Company |
| MFS International Grw Fund R6 Registered Investment Company (GIEIX) |
| MFS Mid Cap Value Fund R6 Registered Investment Company (MCVIX) |
| PIMCO Income Fund Ins Registered Investment Company (PFIIX) |
| Principal LrgCp Growth I Fd R6 Registered Investment Company |
| Vangrd Instit Index Fnd Ins Registered Investment Company |
| Vangrd Mid-Cap Index Fund Adm Registered Investment Company (RHFHX) |
| Vangrd Small-Cap Index Fnd Adm Registered Investment Company |
| Vangrd Tot Bd Mkt Ind Fd Adm Registered Investment Company |
| Vangrd Tot Int Stk In F Adm Registered Investment Company |
| Vangrd Trgt Retire 2020 Fd Registered Investment Company (TRGT) |
| Vangrd Trgt Retire 2025 Fd Registered Investment Company (TRGT) |
| Vangrd Trgt Retire 2030 Fd Registered Investment Company |
| Vangrd Trgt Retire 2035 Fd Registered Investment Company |
| Vangrd Trgt Retire 2040 Fd Registered Investment Company |
| Vangrd Trgt Retire 2045 Fd Registered Investment Company |
| Vangrd Trgt Retire 2050 Fd Registered Investment Company |
| Vangrd Trgt Retire 2055 Fd Registered Investment Company |
| Vangrd Trgt Retire 2060 Fd Registered Investment Company |
| Vangrd Trgt Retire 2065 Fd Registered Investment Company |
| Vangrd Trgt Retire 2070 Fd Registered Investment Company |
| Vangrd Trgt Retire Inc Fd Registered Investment Company |
Investment model portfolios
We provide two types of investment model portfolios for HELLOFRESH 401(K) RETIREMENT 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 HELLOFRESH 401(K) RETIREMENT SAVINGS PLAN