Select Page

PBK ARCHITECTS INC. 401K PROFIT SHARING PLAN and TRUST
Investment Model Portfolios

Investment options of PBK ARCHITECTS INC. 401K PROFIT SHARING PLAN and TRUST

Total Available Funds: 14
Asset Class Ticker Description
US EQUITY
SMALL VALUE PCVAX ALZGI NFJ SMCPVL A
LARGE BLEND ITHAX Hartford Mutual Funds
Mid-Cap Growth ATHAX AM CENT HERITAGE A
SMALL BLEND FSCDX FA SMALL CAP A
Mid-Cap Growth LACAX COLUMBIA ACORN A
LARGE VALUE MDDVX BLKRK EQUITY DIV A
LARGE GROWTH FNIAX FA NEW INSIGHTS A
LARGE GROWTH NMTAX Columbia Funds Series Trust: Columbia Marsico 21st Century Fund; Class A Shares
LARGE GROWTH HGOSX Hartford Mutual Funds II
LARGE GROWTH JCAPX Janus Investment Fund: Janus Forty Fund; Class I Shares
Emerging Market
DIVERSIFIED EMERGING MKTS GTDDX INVS DEVELOP MKTS A
Others
Natural Resources MDGRX BlackRock Natural Resources Trust; Investor A Shares
FIXED INCOME
Intermediate-Term Bond FEPAX FA TOTAL BOND A
INTERNATIONAL EQUITY
Foreign Large Value AFJAX Allianz Funds: AllianzGI NFJ International Value Fund; Class A Shares

Investment model portfolios

We provide two types of investment model portfolios for PBK ARCHITECTS INC. 401K PROFIT SHARING PLAN and TRUST participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

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.