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KJK712
Investment Model Portfolios

Investment options of KJK712

Total Available Funds: 12
Asset Class Ticker Description
US EQUITY
SMALL VALUE VBR vbr
MID-CAP BLEND MDY mdy
LARGE BLEND SPY spy
FIXED INCOME
Short-Term Bond BSV bsv
Intermediate-Term Bond BND bnd
Inflation-Protected Bond TIP tip
WORLD BOND BWX bwx
Others
Natural Resources IGE ige
COMMODITIES
COMMODITIES BROAD BASKET DBC dbc
INTERNATIONAL EQUITY
Foreign Large Blend EFA efa
REAL ESTATE
REAL ESTATE VNQ vnq
Emerging Market
DIVERSIFIED EMERGING MKTS VWO vwo

Investment model portfolios

We provide two types of investment model portfolios for KJK712 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.