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Tim`s Retirement
Investment Model Portfolios

Investment options of Tim`s Retirement

Total Available Funds: 42
Asset Class Ticker Description
US EQUITY
LARGE VALUE UMBIX umbix
LARGE VALUE PAFDX pafdx
LARGE VALUE BEGRX begrx
LARGE VALUE RWMFX rwmfx
LARGE BLEND NYVTX nyvtx
LARGE GROWTH RGAFX rgafx
LARGE GROWTH FCNTX fcntx
MID-CAP VALUE FRBSX frbsx
MID-CAP VALUE JEMUX jemux
MID-CAP BLEND FLSTX flstx
Mid-Cap Growth TWCVX twcvx
Mid-Cap Growth FRSGX frsgx
SMALL VALUE JESVX jesvx
SMALL BLEND BRSIX brsix
SMALL BLEND PASVX pasvx
Small Growth VEXPX vexpx
Small Growth GTSAX gtsax
MID-CAP BLEND JECIX jecix
LARGE BLEND JETSX jetsx
LARGE BLEND JEINX jeinx
INTERNATIONAL EQUITY
Foreign Small/Mid Value JIIMX jiimx
Foreign Large Blend RERFX rerfx
WORLD STOCK MDISX mdisx
WORLD STOCK RSLFX rslfx
Foreign Large Growth OIGYX oigyx
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX odvyx
Others
Moderate Allocation RLBFX rlbfx
Moderate Allocation PAALX paalx
EQUITY PRECIOUS METALS FGDIX fgdix
Equity Energy VGENX vgenx
Technology PASTX pastx
Technology JESTX jestx
Financial JEFSX jefsx
Utilities MMUHX mmuhx
ROOT CASH cash
Health PRHSX prhsx
REAL ESTATE
REAL ESTATE JIREX jirex
FIXED INCOME
Intermediate-Term Bond PTRAX ptrax
Inflation-Protected Bond PARRX parrx
Multisector Bond RPSIX rpsix
High Yield Bond SAHYX sahyx
WORLD BOND PADMX padmx

Investment model portfolios

We provide two types of investment model portfolios for Tim`s Retirement 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.