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duanes1277 MOSS ADAMS LLP PROFIT SHARING 401K PLAN - PARTNERS AND PRINCIPALS
Investment Model Portfolios

Investment options of duanes1277 MOSS ADAMS LLP PROFIT SHARING 401K PLAN - PARTNERS AND PRINCIPALS

Total Available Funds: 17
Asset Class Ticker Description
FIXED INCOME
Intermediate-Term Bond MWTSX Metropolitan West Total Return Bond Plan
Intermediate-Term Bond VBTIX VBTIX
US EQUITY
Small Growth PRNHX T. Rowe Price New Horizons
LARGE BLEND VIIIX VIIIX
MID-CAP BLEND VMCIX VMCIX
SMALL BLEND VSCIX VSCIX
LARGE GROWTH JLGMX jlgmx
LARGE VALUE DOXGX doxgx
INTERNATIONAL EQUITY
Foreign Large Blend RERGX American Funds EuroPacific Gr R6
Foreign Large Blend VTSNX VTSNX
Others
ROOT CASH Vanguard Retire Savings Trust III
Target Date 2021-2025 VRIVX Vanguard Inst Target Ret 2025 Fund
Target Date 2026-2030 VTTWX Vanguard Inst Target Ret 2030 Fund
Target Date 2046-2050 VTRLX Vanguard Inst Target Ret 2050 Fund
Target Date 2056-2060 VILVX Vanguard Inst Target Ret 2060 Fund
Target Date 2061-2065 VSXFX Vanguard Inst Target Ret 2065 Fund
EQUITY AASRX AASRX

Investment model portfolios

We provide two types of investment model portfolios for duanes1277 MOSS ADAMS LLP PROFIT SHARING 401K PLAN - PARTNERS AND PRINCIPALS 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.