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Wilbur Ellis Company 401 K Plan
Investment Model Portfolios

Investment options of Wilbur Ellis Company 401 K Plan

Total Available Funds: 15
Asset Class Ticker Description
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
SHORT GOVERNMENT FIGIX Federated US Govt 2-5 Yr Svc
SHORT GOVERNMENT FIGTX Federated US Govt 2-5 Yr Instl
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn International Z
WORLD STOCK OPPAX Oppenheimer Global A
US EQUITY
Mid-Cap Growth BGRFX Baron Growth Retail
LARGE BLEND NFAAX Neuberger Berman Focus A
Mid-Cap Growth LACAX Columbia Acorn A
LARGE BLEND SVSPX SSgA S&P 500 Index Instl
Mid-Cap Growth VGRAX Invesco Van Kampen Mid Cap Gr A
LARGE VALUE DODGX Dodge & Cox Stock
LARGE VALUE NPRTX Neuberger Berman Large Cap Value Inv
MID-CAP BLEND GTAGX Invesco Mid Cap Core Equity A
LARGE GROWTH AGTHX American Funds Growth Fund of Amer A
Others
Moderate Allocation DODBX Dodge & Cox Balanced

Investment model portfolios

We provide two types of investment model portfolios for Wilbur Ellis Company 401 K Plan 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.