Investment options of HANCOCK PHYSICIAN NETWORK 403(B) PLAN
Total Available Funds: 34
| Investment Description |
|---|
| 1RFTTX 333,133.49 |
| 1RFJTX 107,870.72 |
| 1RRCTX 338,959.15 |
| 1RFDTX 3,193,548.85 |
| 1RFETX 6,811,511.39 |
| 1RFFTX 3,975,019.09 |
| 1RFGTX 3,280,937.96 |
| 1RFHTX 1,445,765.55 |
| 1RFITX 1,973,450.06 |
| 1RFKTX 1,535,656.38 |
| 1RFUTX 200,213.34 |
| 1RFVTX 3,833.21 |
| 1COSYX 53,570.22 |
| 1FAPCX 198,631.89 |
| 1FSPSX 681,455.31 |
| 1SFILX 37,954.81 |
| 1QUAZX 169,014.53 |
| 1ASVDX 207,239.10 |
| 1FSSNX 491,636.58 |
| 1AMDVX 88,751.94 |
| 1FSMDX 559,156.54 |
| 1OTCKX 324,246.84 |
| 1FXAIX 2,350,895.23 |
| 1VGINX 237,258.72 |
| 1MFEKX 914,921.19 |
| 1RLBGX 35,980.28 |
| 1FTKFX 123,875.26 |
| 1FIPDX 71,537.87 |
| 1FXNAX 349,769.41 |
| 1PIMIX 235,317.19 |
| 1PHYQX 100,135.56 |
| 1VTABX 13,371.02 |
| 1STA018 513,552.73 |
| FORFEITURES 7,622.30 |
Investment model portfolios
We provide two types of investment model portfolios for HANCOCK PHYSICIAN NETWORK 403(B) 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 HANCOCK PHYSICIAN NETWORK 403(B) PLAN