MVHS, INC. 403(B) PLAN Investment Options
Available Funds in MVHS, INC. 403(B) PLAN
Below is the lineup of investment options available to participants in MVHS, INC. 403(B) PLAN. This typically includes a mix of mutual funds, index funds, and collective investment trusts (CITs) — which are pooled investment vehicles custom-built for large retirement plans, often with lower expense ratios than their retail mutual fund equivalents.
When evaluating these options, focus on expense ratios (lower is better), asset class coverage (U.S. stocks, international stocks, bonds, and stable value), and whether low-cost index funds are available. Research consistently shows that low-cost, broadly diversified index funds outperform most actively managed funds over the long term.
| Investment Description |
|---|
| Lincoln – American Century VP Balanced Fund Pooled Separate Account – 5,435 Units |
| Lincoln – American Funds Global Growth Fund Pooled Separate Account – 5,118 Units |
| Lincoln – American Funds Growth Fund Pooled Separate Account – 40,302 Units |
| Lincoln – American Funds Growth-Income Fund Pooled Separate Account – 14,015 Units |
| Lincoln – American Funds International Fund Pooled Separate Account – 10,378 Units |
| Lincoln – Delaware VIP Small Cap Value Fund Pooled Separate Account – 4,203 Units |
| Lincoln – Fidelity VIP Asset Manager Fund Pooled Separate Account – 4,177 Units |
| Lincoln – Fidelity VIP Contrafund Fund Pooled Separate Account – 20,164 Units |
| Lincoln – Fidelity VIP Growth Fund Pooled Separate Account – 16,487 Units |
| Lincoln – Janus Henderson Global Research Fund Pooled Separate Account – 9,835 Units |
| Lincoln – Lincoln VIP Bond Fund Pooled Separate Account – 618 Units |
| Lincoln – Lincoln VIP Social Awareness Fund Pooled Separate Account – 4,084 Units |
| Lincoln – LVIP Baron Growth Opportunities Fund Pooled Separate Account – 7,486 Units |
| Lincoln – LVIP BlackRock Global Allocation Fund Pooled Separate Account – 308 Units |
| Lincoln – LVIP Blended Large Cap Growth Managed Fund Pooled Separate Account – 5,101 Units |
| Lincoln – LVIP BR Inflation Protected Fund Pooled Separate Account – 834 Units |
| Lincoln – LVIP Delaware SMID Cap Core Fund Pooled Separate Account – 4,737 Units |
| Lincoln – LVIP Delaware DVRS Income Fund Pooled Separate Account – 397 Units |
| Lincoln – LVIP Delaware High Yield Fund Pooled Separate Account – 539 Units |
| Lincoln – LVIP Delaware Retirement Fund Pooled Separate Account – 6,970 Units |
| Lincoln – LVIP Dimensional US Core Equity Fund Pooled Separate Account – 10,040 Units |
| Lincoln – LVIP FT Emerging MKT EQ FUND Pooled Separate Account – 770 Units |
| Lincoln – LVIP FT GLB EQU MGMD VOL Pooled Separate Account – 92 Units |
| Lincoln – LVIP Global Moderate Allocation MR Fund Pooled Separate Account – 136 Units |
| Lincoln – LVIP Conservative Allocation MR Fund Pooled Separate Account – 90 Units |
| Lincoln – LVIP Global Growth Allocation MR Fund Pooled Separate Account – 191 Units |
| Lincoln – LVIP JP Morgan Retirement Income Pooled Separate Account – 936 Units |
| Lincoln – LVIP JP Morgan Select MID Cap Value MV Fund Pooled Separate Account – 4,528 Units |
| Lincoln – LVIP Mondrian International Fund Pooled Separate Account – 998 Units |
| Lincoln – LVIP SSgA Bond Index Fund Pooled Separate Account – 439 Units |
| Lincoln – LVIP SSgA Global TAC Allocation Managed VOL Fund Pooled Separate Account – 31 Units |
| Lincoln – LVIP SSgA International Index Fund Pooled Separate Account – 92 Units |
| Lincoln – LVIP SSgA S&P 500 Index Fund Pooled Separate Account – 87,887 Units |
| Lincoln – LVIP SSgA Small-Cap Index Fund Pooled Separate Account – 12,627 Units |
| Lincoln – LVIP T. Rowe Price 2020 Pooled Separate Account – 5,534 Units |
| Lincoln – LVIP T. Rowe Price 2030 Pooled Separate Account – 17,215 Units |
| Lincoln – LVIP T. Rowe Price 2040 Pooled Separate Account – 590 Units |
| Lincoln – LVIP T. Rowe Price Structured Mid-Cap Growth Fund Pooled Separate Account – 7,330 Units |
| Lincoln – Neuberger Berman AMT Sustainable EQ Port Fund Pooled Separate Account – 10,691 Units |
| Lincoln – T. Rowe Price International Stock Fund Pooled Separate Account – 1,906 Units |
| ranging between 2025 and 2035 – |
How to Build a Smart Portfolio in Your 401(k)
Your investment lineup is only as good as how you use it. Here are the key steps to building a portfolio that works for your retirement goals:
- Know your risk tolerance and timeline. If you are decades from retirement, you can generally afford more stock exposure. Closer to retirement, you may want to shift toward bonds and stable value for capital preservation.
- Diversify across asset classes. Spread investments across U.S. stocks, international stocks, bonds, and possibly real estate or stable value. This reduces the impact of any single market downturn.
- Favor low-cost index funds. Even a 0.5% difference in annual fees compounds to tens of thousands of dollars over a 30-year career. If your plan offers an S&P 500 index fund or a total stock market index fund at low cost, that is typically a strong core holding.
- Consider a target-date fund if you prefer simplicity. Target-date funds automatically adjust your stock/bond allocation as you approach retirement, making them a solid one-fund solution for hands-off investors.
- Rebalance at least annually. Over time, your portfolio drifts from its target allocation as some assets outperform others. Rebalancing keeps your risk level consistent.
Learn more in our Four-Step Guide for 401(k) Retirement Investing, or use the Asset Allocation Calculator to find the right mix for your age and risk tolerance.
Model Asset Allocation Portfolios
Not sure how to allocate your investments? These model portfolios are built from core, broadly diversified asset classes using ultra-low-cost index funds. Choose a template that matches your risk tolerance, then adapt it to the specific funds available in MVHS, INC. 403(B) PLAN. See Asset Allocation Portfolio Templates for a detailed guide.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Four Core Asset Portfolio | 4.74% | 18.86% | 12.42% | 5.72% | 8.01% | 7.30% | 6.92% | … | … |
| Five Core Asset Portfolio | 4.70% | 18.79% | 12.38% | 5.55% | 7.97% | 7.19% | 6.94% | … | … |
| Three Core Asset Portfolio | 4.57% | 19.80% | 13.11% | 6.19% | 8.52% | 7.64% | 7.10% | … | … |
| Two Core Asset Portfolio | 3.87% | 19.18% | 13.68% | 6.85% | 9.34% | 8.84% | 7.95% | … | … |
| Yale Endowment Template | 5.35% | 17.45% | 11.87% | 5.56% | 8.33% | 7.96% | 7.55% | … | … |
| S&P 500 Index | 5.96% | 30.43% | 21.65% | 12.98% | 15.09% | 13.73% | 10.93% | … | … |
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Puzzled on what to invest?
- We ask a few questions to decide your personal return and risk expectations
- We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a brokerage account
- We monitor and send timely rebalance emails on what investment funds to buy and sell
Looking for ideas to generate income?
- ETF or mutual fund income portfolios for 4-7% annual income
- Dividend stock funds
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