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TENET HEALTHCARE CORPORATION 401K RETIREMENT SAVINGS PLAN
Investment Model Portfolios

Investment options of TENET HEALTHCARE CORPORATION 401K RETIREMENT SAVINGS PLAN

Total Available Funds: 13
Asset Class Ticker Description
US EQUITY
Mid-Cap Growth BGRFX Baron Investment Funds Trust: Baron Growth Fund; Retail Shares
MID-CAP BLEND VMCIX VANG MIDCAP IDX INST
SMALL BLEND VSCIX VANG SM CAP IDX INST
SMALL BLEND NAESX Vanguard Index Funds: Vanguard Small-Cap Index Fund; Investor Shares
LARGE VALUE VIVIX Vanguard Index Funds: Vanguard Value Index Fund; Institutional Shares
LARGE BLEND VINIX VANGUARD INST INDEX
LARGE BLEND VIDSX Victory Institutional Funds: Institutional Diversified Stock Fund
FIXED INCOME
Intermediate-Term Bond PTTRX PIM TOTAL RT INST
Intermediate-Term Bond VBTIX Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Institutional Shares
INTERNATIONAL EQUITY
Foreign Large Blend FSPNX SPTN INTL INDEX INS
WORLD STOCK TGADX Templeton Growth Fund, Inc; Advisor Class Shares
REAL ESTATE
REAL ESTATE VGSNX VANG REIT IDX INST
REAL ESTATE PHRIX Virtus Opportunities Trust: Virtus Real Estate Securities Fund; Class I Shares

Investment model portfolios

We provide two types of investment model portfolios for TENET HEALTHCARE CORPORATION 401K RETIREMENT SAVINGS PLAN participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

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.

Example model portfolios

The following provides historical returns for example model portfolios with a moderate risk profile (at most 60% in stocks) and their comparison with benchmark index funds. You can customize these portfolios according to your own risk profile.

Strategic Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Strategic Asset Allocation (SAA) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
TENET HEALTHCARE CORPORATION 401K RETIREMENT SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate NA -4.40% 2.72% 3.43% 8.27% 6.12% NA 6.42%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 7.18% 10.93% 11.18% 13.10% 8.60% 6.45% 6.55%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA -0.24% 4.98% 4.97% 7.82% 5.92% 5.61% 5.27%
Data as of 10/31/2018, AR inception is 12/31/2000

Tactical Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
TENET HEALTHCARE CORPORATION 401K RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate NA 19.55% 3.12% 7.30% 6.95% 8.54% 8.92% 8.77%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46% 8.70%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10% 5.79%
Data as of 10/31/2024, AR inception is 12/31/2000