Investment options of NATIONAL PARTNERS IN HEALTHCARE, LLC 401(K) PLAN
Total Available Funds: 27
| Investment Description |
|---|
| PUTNAM INVESTMENT MGMT CO. STABLE VALUE FUND |
| CAPITAL RESEARCH AND MGMT CO AMERICAN FUNDS EUROPACIFIC GROWTH FUND - CLASS R6 |
| DIMENSIONAL FUND ADVISORS GLOBAL REAL ESTATE SECURITIES FUND - CLASS R6 |
| JOHN HANCOCK ADVISORS, LLC DISCIPLINED VALUE MID CAP FUND - CLASS R6 |
| CARILLON TOWER ADVISERS EAGLE MID CAP GROWTH FUND - CLASS R6 |
| MASSACHUSETTS FINANCIAL SVC CO GROWTH FUND - CLASS R6 |
| INVESTSCO DEVELOPING MARKETS FUND - CLASS Y |
| PIMCO INCOME INSTITUTIONAL FUND |
| PUTNAM INVESTMENT MGMT CO. LARGE CAP VALUE FUND - CLASS R6 |
| AMUNDI ASSET MANAGEMENT PIONEER BOND FUND - CLASS Y |
| JANUS HENDERSON TRITON FUND - CLASS N |
| VANGUARD GROUP TARGET RETIREMENT 2020 INVESTMENT FUND |
| VANGUARD GROUP TARGET RETIREMENT 2025 INVESTMENT FUND |
| VANGUARD GROUP TARGET RETIREMENT 2030 INVESTMENT FUND |
| VANGUARD GROUP TARGET RETIREMENT 2035 INVESTMENT FUND |
| VANGUARD GROUP TARGET RETIREMENT 2040 INVESTMENT FUND |
| VANGUARD GROUP TARGET RETIREMENT 2045 INVESTMENT FUND |
| VANGUARD GROUP TARGET RETIREMENT 2050 INVESTMENT FUND |
| VANGUARD GROUP TARGET RETIREMENT 2055 INVESTMENT FUND |
| VANGUARD GROUP TARGET RETIREMENT 2060 INVESTMENT FUND |
| VANGUARD GROUP TARGET RETIREMENT 2065 INVESTMENT FUND |
| VANGUARD GROUP TARGET RETIREMENT INCOME INVESTMENT FUND |
| VANGUARD GROUP TOTAL BOND MARKET INDEX FUND - ADMIRAL CLASS |
| JP MORGAN INVESTMENT MGMT INC. UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND - CLASS R6 |
| VANGUARD GROUP 500 INDEX FUND - ADMIRAL CLASS |
| VANGUARD GROUP MID CAP INDEX FUND - ADMIRAL CLASS |
| VANGUARD GROUP TOTAL INTERNATIONAL STOCK INDEX FUND - ADMIRAL CLASS |
Investment model portfolios
We provide two types of investment model portfolios for NATIONAL PARTNERS IN HEALTHCARE, 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 NATIONAL PARTNERS IN HEALTHCARE, LLC 401(K) PLAN