Investment options of HELIOS TECHNOLOGIES, INC. 401(K) RETIREMENT PLAN
Total Available Funds: 22
| Investment Description |
|---|
| SCHWAB VALUE ADVANTAGE MONEY ULTRA MONEY MARKET FUND |
| COLUMBIA MID CAP INDEX INST MUTUAL FUND |
| COLUMBIA SMALL CAP INDEX INST MUTUAL FUND |
| DELAWARE SMALL CAP VALUE R6 MUTUAL FUND |
| FIDELITY INTERNATIONAL INDEX MUTUAL FUND |
| JPMORGAN CORE BOND I MUTUAL FUND |
| JPMORGAN MID CAP VALUE R6 MUTUAL FUND |
| MFS VALUE R6 MUTUAL FUND |
| MORGAN STANLEY DISCOVERY POR A MUTUAL FUND |
| OPPENHEIMER DEVELOPING MKTS Y MUTUAL FUND |
| SCHWAB S& P 500 INDEX SELECT MUTUAL FUND |
| T ROWE PRICE BLUE CHIP MUTUAL FUND |
| T ROWE OVERSEAS STOCK MUTUAL FUND |
| T ROWE QM US SMALL-CAP GROWTH EQUITY MUTUAL FUND |
| VANGUARD INFLATION PROTECTION ADM MUTUAL FUND |
| VANGUARD TARGET RETIREMENT 2020 MUTUAL FUND |
| VANGUARD TARGET RETIREMENT 2025 MUTUAL FUND |
| VANGUARD TARGET RETIREMENT 2030 MUTUAL FUND |
| VANGUARD TARGET RETIREMENT 2035 MUTUAL FUND |
| VANGUARD TARGET RETIREMENT 2065 MUTUAL FUND |
| VANGUARD TOTAL BOND MARKET INDEX MUTUAL FUND |
| PUTNAM STABLE VALUE 25 BPS COLLECTIVE TRUST FUND |
Investment model portfolios
We provide two types of investment model portfolios for HELIOS TECHNOLOGIES, INC. 401(K) RETIREMENT 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 HELIOS TECHNOLOGIES, INC. 401(K) RETIREMENT PLAN