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Simple401k
Investment Model Portfolios

Investment options of Simple401k

Total Available Funds: 2
Asset Class Ticker Description
US EQUITY
MID-CAP BLEND MDY MDY
FIXED INCOME
LONG GOVERNMENT TLT TLT

Investment model portfolios

We provide two types of investment model portfolios for Simple401k 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.