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Honeywell 401K
Options
These are the recommended allocations of Regan Investments
Inc. (RI) for your employers 401K Retirement Fund. Your employer is in no
way affiliated with RI and is only providing this service for their employees to
be used as an independent guide to help in their investment selection. The
choice to utilize this service is completely up to the individual.
Your information was carefully considered and you were provided with an
investment profile (conservative, moderate, aggressive). Your
profile was based on the information you provided to us and includes your age,
your tolerance for risk, and your current net worth. It is not
recommended that you invest in any profile but the one we provided for you.
| Fund Name |
Percentage % |
| Short-Term Fixed Income Fund (Cash) |
45 |
| Investment Grade Bond Fund |
10 |
| Pre-Packaged Conservative Fund |
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| Pre-Packaged Moderate Fund |
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| Pre-Packaged Aggressive Fund |
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| Value Yield Equity Fund |
10 |
| S&P Equity Index Fund |
10 |
| Growth Equity Fund |
|
| International Stock Fund |
20 |
| Small-Cap Stock Fund |
5 |
| Honeywell Common Stock Fund |
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We do not recommend investing in your company stock option mainly do to the risk
involved with holding a single stock in your retirement account. However,
if you absolutely want to maintain a position in your company's stock, our
suggestion would be no more than a 5% position which could be subtracted from
our allocation in the S&P Equity Fund.
Please remember that you will probably need to change your investment selections
and also rebalance your account.As with any investment advisory service, we
can not guarantee our performance and are not providing this information as a
solicitation. We are merely providing what we believe to be prudent
investment suggestions. Regan Investments nor your employer receives any
compensation for making the suggestions we make. Regan Investments is paid
a flat yearly fee by your employer to provide you this information.
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