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METAVANTE RETIREMENT PROGRAM
Investment Model Portfolios

Investment options of METAVANTE RETIREMENT PROGRAM

Total Available Funds: 15
Asset Class Ticker Description
Others
Target Date 2016-2020 TRRBX T Rowe Price Retirement Funds
Target Date 2000-2010 TRRAX T Rowe Price Retirement Funds
Target Date 2036-2040 TRRDX T Rowe Price Retirement Funds
Target Date 2046-2050 TRRMX T Rowe Price Retirement Funds
Target Date 2026-2030 TRRCX T Rowe Price Retirement Funds
US EQUITY
LARGE BLEND VINIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares
Small Growth MRSCX Marshall Funds
SMALL BLEND NAESX Vanguard Index Funds: Vanguard Small-Cap Index Fund; Investor Shares
MID-CAP VALUE ARTQX Artisan Partners Funds
SMALL VALUE GSSMX Goldman Sachs Trust: Goldman Sachs Small Cap Value Fund; Class A Shares
Mid-Cap Growth WFDAX Wells Fargo Funds Trust: Wells Fargo Advantage Discovery Fund; Class A Shares
MID-CAP BLEND VMCIX Vanguard Index Funds: Vanguard Mid-Cap Index Fund; Institutional Shares
LARGE GROWTH MLCIX Marshall Funds
INTERNATIONAL EQUITY
Foreign Large Blend VDMIX Vanguard STAR Funds: Vanguard Developed Markets Index Fund; Investor Shares
Foreign Large Blend DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund

Investment model portfolios

We provide two types of investment model portfolios for METAVANTE RETIREMENT PROGRAM 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.