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NESTLE WATERS NORTH AMERICA INC. PROFIT SHARING and 401K PLAN AND TRUST
Investment Model Portfolios

Investment options of NESTLE WATERS NORTH AMERICA INC. PROFIT SHARING and 401K PLAN AND TRUST

Total Available Funds: 9
Asset Class Ticker Description
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
Foreign Large Blend DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund
Others
Moderate Allocation DODBX Dodge & Cox Funds: Dodge & Cox Balanced Fund
ROOT PRRXX T Rowe Price Prime Reserve Fund
US EQUITY
LARGE VALUE TRVLX T Rowe Price Value Fund
SMALL BLEND PRSVX T Rowe Price Small-Cap Value Fund
LARGE GROWTH AGTHX Growth Fund of America
LARGE VALUE PRFDX T Rowe Price Equity Income Fund
FIXED INCOME
Inflation-Protected Bond PRIPX T Rowe Price Inflation Protected Bond Fund

Investment model portfolios

We provide two types of investment model portfolios for NESTLE WATERS NORTH AMERICA INC. PROFIT SHARING and 401K PLAN AND TRUST 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.