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NATIONAL INTERSTATE SAVINGS AND PROFIT SHARING PLAN
Investment Model Portfolios

Investment options of NATIONAL INTERSTATE SAVINGS AND PROFIT SHARING PLAN

Total Available Funds: 15
Asset Class Ticker Description
Others
Retirement Income MLLJX MFS Lifetime rtmt Income Fund
Conservative Allocation MACJX MFS Conservative Allocation
Target Date 2000-2010 MFSPX MFS Lifetime 2010 Fund
Target Date 2041-2045 ARORX American CNT Livestrong 2045 Fund
Target Date 2016-2020 MFLJX MFS Lifetime 2020 Fund
Target Date 2026-2030 MLTJX MFS Lifetime 2030 Fund
ROOT unknow MFS Fixed Fund
US EQUITY
MID-CAP BLEND VSVGX Victory Special Value Fund
LARGE VALUE MEIIX MFS Value Fund
SMALL BLEND OPMSX Oppenheimer Main St Small Cap Fund
LARGE VALUE ERSTX Eaton Vance Large Cap Fund
LARGE GROWTH RGACX American Funds Growth Fund of Amer-R3
FIXED INCOME
Intermediate-Term Bond PTTRX Pacific Investment Management Company Total Return Fund
Multisector Bond FKSRX Franklin Strategic Income Fund
INTERNATIONAL EQUITY
Foreign Large Blend TIVRX Thornburg International Value

Investment model portfolios

We provide two types of investment model portfolios for NATIONAL INTERSTATE SAVINGS AND PROFIT SHARING 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.