BARTON HEALTH 403(B) PLAN Investment Options

Available Funds in BARTON HEALTH 403(B) PLAN

Below is the lineup of investment options available to participants in BARTON HEALTH 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.

Total Available Funds: 60
Investment Description
YourPath 2015 Conservative Unitized Portfolio N/A
YourPath 2015 Moderate Unitized Portfolio N/A
YourPath 2020 Conservative Unitized Portfolio N/A
YourPath 2020 Moderate Unitized Portfolio N/A
YourPath 2025 Aggressive Unitized Portfolio N/A
YourPath 2025 Conservative Unitized Portfolio N/A
YourPath 2025 Moderate Unitized Portfolio N/A
YourPath 2030 Aggressive Unitized Portfolio N/A
YourPath 2030 Moderate Unitized Portfolio N/A
YourPath 2035 Aggressive Unitized Portfolio N/A
YourPath 2035 Conservative Unitized Portfolio N/A
YourPath 2035 Moderate Unitized Portfolio N/A
YourPath 2040 Aggressive Unitized Portfolio N/A
YourPath 2040 Moderate Unitized Portfolio N/A
YourPath 2045 Aggressive Unitized Portfolio N/A
YourPath 2045 Conservative Unitized Portfolio N/A
YourPath 2045 Moderate Unitized Portfolio N/A
YourPath 2050 Aggressive Unitized Portfolio N/A
YourPath 2050 Moderate Unitized Portfolio N/A
YourPath 2055 Aggressive Unitized Portfolio N/A
YourPath 2055 Moderate Unitized Portfolio N/A
YourPath 2060 Aggressive Unitized Portfolio N/A
YourPath 2060 Moderate Unitized Portfolio N/A
YourPath 2065 Aggressive Unitized Portfolio N/A
YourPath 2065 Moderate Unitized Portfolio N/A
YourPath Income Aggressive Unitized Portfolio N/A
YourPath Income Conservative Unitized Portfolio N/A
YourPath Income Moderate Unitized Portfolio N/A
AB VPS Sustain Global Thematic Port Pooled Separate Account N/A
American Funds Global Growth Pooled Separate Account N/A
American Funds Growth Pooled Separate Account N/A
American Funds Growth-Income Pooled Separate Account N/A
American Funds International Pooled Separate Account N/A
Blackrock Global Allocation Pooled Separate Account N/A
Fidelity VIP Contra Fund Pooled Separate Account N/A
Fidelity VIP Freedom Target Date 2030 Pooled Separate Account N/A
Fidelity VIP Freedom Target Date 2060 Pooled Separate Account N/A
Fidelity VIP Growth Pooled Separate Account N/A
LVIP Baron Growth Opportunities Pooled Separate Account N/A
LVIP Blackrock Dividend Value Pooled Separate Account N/A
LVIP Blackrock Inflation Protected Bond Pooled Separate Account N/A
LVIP Blended Large Cap Growth Pooled Separate Account N/A
LVIP Delaware Bond Pooled Separate Account N/A
LVIP Delaware Diversified Income Pooled Separate Account N/A
LVIP Delaware Mid Cap Value Pooled Separate Account N/A
LVIP Delaware Smid Cap Core Pooled Separate Account N/A
LVIP Delaware Social Awareness Pooled Separate Account N/A
LVIP Delaware U.S. REIT Pooled Separate Account N/A
LVIP Delaware Value Pooled Separate Account N/A
LVIP Delaware Wealth Builder Pooled Separate Account N/A
LVIP Dimensional US Core Equity Pooled Separate Account N/A
LVIP JPMorgan Retirement Income Pooled Separate Account N/A
LVIP Mondrian International Value Pooled Separate Account N/A
LVIP SSGA S&P 500 Index Pooled Separate Account N/A
LVIP SSGA Small Cap Index Pooled Separate Account N/A
LVIP T. Rowe Price Struct. Mid Cap Growth Pooled Separate Account N/A
LVIP Vanguard Domestic Equity ETF Pooled Separate Account N/A
Macquarie Small Cap Pooled Separate Account N/A
MFS Utilities Pooled Separate Account N/A
Fixed Account Guaranteed Investment Contract N/A

Click to view the investment model portfolios of this plan ►

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:

  1. 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.
  2. 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.
  3. 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.
  4. 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.
  5. 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 BARTON HEALTH 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% … …
Data as of 05/01/2026, Common starting date is 12/31/2000

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Enter the funds you have chosen from this plan along with their weights, and see how such a portfolio has performed historically.

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