Investment options of HENRY SCHEIN ONE 401(K) PLAN
Total Available Funds: 29
| Investment Description |
|---|
| Fidelity Investments Fid Diversfd Intl K6 |
| Fidelity Investments Fid Low-Priced St K6 |
| Fidelity Investments Fid US Bond Idx |
| Fidelity Investments Fid Mid Cap Idx |
| Fidelity Investments Fid Intl Index |
| Fidelity Investments Fid Fdm Idx Inc Prm |
| Fidelity Investments Fid Fdm Idx 2010 Prm |
| Fidelity Investments Fid Fdm Idx 2015 Prm |
| Fidelity Investments Fid Fdm Idx 2020 Prm |
| Fidelity Investments Fid Fdm Idx 2025 Prm |
| Fidelity Investments Fid Fdm Idx 2030 Prm |
| Fidelity Investments Fid Fdm Idx 2035 Prm |
| Fidelity Investments Fid Fdm Idx 2040 Prm |
| Fidelity Investments Fid Fdm Idx 2045 Prm |
| Fidelity Investments Fid Fdm Idx 2050 Prm |
| Fidelity Investments Fid Fdm Idx 2055 Prm |
| Fidelity Investments Fid Fdm Idx 2060 Prm |
| Fidelity Investments Fid Fdm Idx 2065 Prm |
| Victory Sycamore Victory S Estb Val I |
| Principal Global Pif Real Est Sec R6 |
| Dodge & Cox Dodge & Cox Stock I |
| Vanguard Vang Sm Cap Idx Adm |
| Undiscovered Managers Um Behavioral Val R6 |
| T. Rowe Price Trp Large-Cap Grth I |
| AF Af Europac Growth R6 |
| AF Af New World R6 |
| Janus Henderson J H Triton N |
| Carillon Eagle Eagle Mid Cap Gr 1 |
| PGIM Investments Pgim Tot Ret Bond U |
Investment model portfolios
We provide two types of investment model portfolios for HENRY SCHEIN ONE 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 HENRY SCHEIN ONE 401(K) PLAN