Investment options of HYPERFINE OPERATIONS, INC. 401(K) PLAN
Total Available Funds: 28
| Investment Description |
|---|
| 1TRILX 29,719.98 |
| 1TLWIX 5,761.91 |
| 1TLQIX 399,903.32 |
| 1TLHIX 397,277.02 |
| 1TLYIX 500,048.79 |
| 1TLZIX 206,849.72 |
| 1TLXIX 616,237.86 |
| 1TLLIX 300,036.13 |
| 1TTIIX 754,808.36 |
| 1TVIIX 551,969.61 |
| 1TFITX 29,507.05 |
| 1FTIHX 323,545.46 |
| 1DFFVX 56,973.07 |
| 1FSSNX 115,440.77 |
| 1LSSNX 194,957.27 |
| 1CMGIX 124,603.61 |
| 1FSMDX 216,041.90 |
| 1MVCKX 98,827.11 |
| 1FXAIX 1,350,764.44 |
| 1PEQSX 201,272.43 |
| 1TBCIX 527,126.72 |
| 1FXNAX 206,490.82 |
| 1JCBUX 155,765.57 |
| 1PIMIX 48,619.36 |
| 1SDBSCH 28,855.30 |
| 1SDBSCR 5,900.50 |
| 1PCSV25 286,488.79 |
| FORFEITURES 78.76 |
Investment model portfolios
We provide two types of investment model portfolios for HYPERFINE OPERATIONS, INC. 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 HYPERFINE OPERATIONS, INC. 401(K) PLAN