Investment options of MH SUB I, LLC 401(K) PLAN
Total Available Funds: 31
| Investment Option List |
|---|
| AMERICAN FUNDS TARGET DATE 2010 FUND (REATX) |
| AMERICAN FUNDS TARGET DATE 2015 FUND (REJTX) |
| AMERICAN FUNDS TARGET DATE 2020 FUND (RECTX) |
| AMERICAN FUNDS TARGET DATE 2025 FUND (REDTX) |
| AMERICAN FUNDS TARGET DATE 2030 FUND (REETX) |
| AMERICAN FUNDS TARGET DATE 2035 FUND (REFTX) |
| AMERICAN FUNDS TARGET DATE 2040 FUND (REGTX) |
| AMERICAN FUNDS TARGET DATE 2045 FUND (REHTX) |
| AMERICAN FUNDS TARGET DATE 2050 FUND (REITX) |
| AMERICAN FUNDS TARGET DATE 2055 FUND (FAJTX) |
| AMERICAN FUNDS TARGET DATE 2060 FUND (CCKTX) |
| AMERICAN FUNDS TARGET DATE 2065 FUND (FBMTX) |
| AMERICAN FUNDS NEW WORLD FUND (HVWBX) |
| AMERICAN FUNDS EUROPAC GROWTH FUND (PGGAX) |
| COLUMBIA FUNDS SERIES TRUST DIVIDEND INCOME I3 FUND (GSFTX) |
| DIMENSIONAL FUND ADVISORS US SMALL‐CAP FUND (WRSYX) |
| FIDELITY INVESTMENTS FIDELITY 500 INDEX FUND (FXAIX) |
| FIDELITY INVESTMENTS FIDELITY EMERGING MARKETS INDEX FUND (FMKIX) |
| FIDELITY INVESTMENTS FIDELITY EXTENDED MARKET INDEX FUND (FSEMX) |
| FIDELITY INVESTMENTS FIDELITY TOTAL BOND FUND (FTBFX) |
| FIDELITY INVESTMENTS FIDELITY TOTAL INTERNATIONAL INDEX FUND (FTEIX) |
| FIDELITY INVESTMENTS FIDELITY US BOND INDEX FUND (FSHBX) |
| HOOD RIVER SMALL CAP GROWTH FUND (HRSIX) |
| MFS INVESTMENT MANAGER MFS INTERNATIONAL DIVERSIFICATION FUND (MDIJX) |
| MFS INVESTMENT MANAGER MFS MID‐CAP GROWTH FUND |
| PIMCO INCOME INSTUTITIONAL FUND (PFIIX) |
| PRIMECAP ODYSSEY FUNDS PRIMECAP ODYSSEY STOCK (POSKX) |
| T. ROWE PRICE TRP BALANCED FUND (PRTEX) |
| J. P. MORGAN ASSET MANAGEMENT UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND (UBVLX) |
| VICTORY CAPITAL MANAGEMENT VICTORY SYCAMORE ESTABLISHED VALUE FUND (GETGX) |
| FIDELITY INVESTMENTS MANAGED INCOME PORTFOLIO (FRHMX) |
Investment model portfolios
We provide two types of investment model portfolios for MH SUB I, LLC 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 MH SUB I, LLC 401(K) PLAN