Select Page

Ogilvy & Mather Account Balance Defined Benefit Pension Plan
Investment Model Portfolios

--

Investment options of Ogilvy & Mather Account Balance Defined Benefit Pension Plan

Total Available Funds: 14
Asset Class Ticker Description
Others
ROOT CASH Jpmorgan Prime Money Market Fund
Long-Short DHLSX Diamond Hill Long/short Funds
US EQUITY
SMALL VALUE PNVRX Allianz NJF Small-cap Value Fund
LARGE VALUE DODGX Dodge & Cox Stock Fund
Mid-Cap Growth MMSRX Munder Mid Cap Core Growth Fund
MID-CAP VALUE IWS Russel Mid-Cap Value Index Fund
LARGE GROWTH RGAFX The Growth Fund Of America
Small Growth VSGIX Vanguard Index Fund Small Cap Growth
LARGE BLEND VINIX Vanguard Institutional Index Fund
INTERNATIONAL EQUITY
Foreign Large Blend BJBIX Artio International Equity Fund
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lazard Emerging Markets Fund
FIXED INCOME
Inflation-Protected Bond PRRRX Pimco Real Return Bond Fund
Intermediate-Term Bond PTTRX Pimco Total Return Institution Fund
REAL ESTATE
REAL ESTATE TRREX T.Rowe Price Real Estate Fund

Investment model portfolios

We provide two types of investment model portfolios for Ogilvy & Mather Account Balance Defined Benefit Pension 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.