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Cape Bank Employees #8217 Savings Profit Sharing Plan
Investment Model Portfolios

Investment options of Cape Bank Employees #8217 Savings Profit Sharing Plan

Total Available Funds: 20
Asset Class Ticker Description
FIXED INCOME
Intermediate Government FUSGX Federated Government Obligation Fund Money Mkt Fund @=@
Short-Term Bond VFSTX State Street Bank & Tr Company Short Term Investment Fund @=@
Short-Term Bond VFSTX State Street Bank & Tr Company Target rtmt 2015 SL @=@
Short-Term Bond VFSTX State Street Bank & Tr Company Target rtmt 2025 SL @=@
Others
EQUITY STT State Street Bank & Tr Company S P Flagship SL Series Fund @=@
EQUITY STT State Street Bank & Tr Company Pentegra Stable Value Fund @=@
unknown asset name P_14390 State Street Bank & Tr Company Conservative Strategic Balanced SL Fund @=@
unknown asset name P_14388 State Street Bank & Tr Company Moderate Strategic Balanced Fund @=@
Moderate Allocation SSLBX SSgA Company Aggressive Strategic Balanced SL Fund @=@
Moderate Allocation VBINX State Street Bank & Tr Company REIT Index Non-Lending Series Fund @=@
EQUITY STT State Street Bank & Tr Company Target rtmt 2035 SL @=@
EQUITY STT State Street Bank & Tr Company Target rtmt 2045 SL @=@
US EQUITY
LARGE BLEND STFAX State Street Bank & Tr Company Long US Treasury Index SL Series Fund @=@
LARGE BLEND STFAX State Street Bank & Tr Company S P Value Index SL Series Fund @=@
LARGE BLEND ETSPX State Street Bank & Tr Company e S P Growth Index SL Series Fund @=@
US EQUITY ^MID State Street Bank & Tr Company S P MidCap Index SL Series Fund @=@
LARGE BLEND STFAX State Street Bank & Tr Company Russell 2000 Index SL Series Fund @=@
LARGE BLEND STFAX State Street Bank & Tr Company Daily EAFE SL Index Series Fund @=@
LARGE BLEND STFAX State Street Bank & Tr Company Passive Bond Mkt Index SL Series Fund @=@
LARGE BLEND STFAX State Street Bank & Tr Company Nasdaq 100 Index Non-Lending Fund @=@

Investment model portfolios

We provide two types of investment model portfolios for Cape Bank Employees #8217 Savings 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.