Investment options of INFINITY HOSPICE CARE 401(K) PLAN
Total Available Funds: 28
| Investment Description |
|---|
| 2 Nationwide Trust Company, FSB American Funds 2020 Target Date Retirement |
| 3 Nationwide Trust Company, FSB American Funds 2025 Target Date Retirement |
| 4 Nationwide Trust Company, FSB American Funds 2030 Target Date Retirement |
| 5 Nationwide Trust Company, FSB American Funds 2035 Target Date Retirement |
| 6 Nationwide Trust Company, FSB American Funds 2040 Target Date Retirement |
| 7 Nationwide Trust Company, FSB American Funds 2045 Target Date Retirement |
| 8 Nationwide Trust Company, FSB American Funds 2050 Target Date Retirement |
| 9 Nationwide Trust Company, FSB American Funds 2055 Target Date Retirement |
| 10 Nationwide Trust Company, FSB American Funds 2060 Target Date Retirement |
| 11 Nationwide Trust Company, FSB American Funds 2065 Target Date Retirement |
| 12 Nationwide Trust Company, FSB American Funds American Balanced Fund |
| 13 Nationwide Trust Company, FSB American Funds EuroPacific Growth Fund |
| 14 Nationwide Trust Company, FSB American Funds New Perspective Fund |
| 15 Nationwide Trust Company, FSB Baron Opportunity Fund Institutional |
| 17 Nationwide Trust Company, FSB Columbia Dividend Income Fund |
| 18 Nationwide Trust Company, FSB DFA U.S. Large Cap Value Portfolio Institutional |
| 19 Nationwide Trust Company, FSB DFA U.S. Small Cap Portfolio Institutional |
| 20 Nationwide Trust Company, FSB Legg Mason Western Asset Core Bond Fund |
| 21 Nationwide Trust Company, FSB Macquarie Mid Cup Value Equity Fund |
| 22 Nationwide Trust Company, FSB PIMCO High Yield Spectrum |
| 23 Nationwide Trust Company, FSB Vangaurd Mid Cap Growth Fund |
| 24 Nationwide Trust Company, FSB Vangaurd Mid Cap Index Fund |
| 25 Nationwide Trust Company, FSB Vangaurd Select Value |
| 26 Nationwide Trust Company, FSB Vangaurd Small Cap Growth Fund |
| 27 Nationwide Trust Company, FSB Vangaurd Small Cap Index Fund |
| 28 Nationwide Trust Company, FSB Vangaurd Small Cap Value Fund |
| 29 Nationwide Trust Company, FSB Vanguard 500 Index |
| 30 Nationwide Trust Company, FSB Vanguard International Growth Fund |
Investment model portfolios
We provide two types of investment model portfolios for INFINITY HOSPICE CARE 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 INFINITY HOSPICE CARE 401(K) PLAN