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Capital Preservation Portfolio
Investment Model Portfolios

Capital Preservation Portfolio

Investment options of Capital Preservation Portfolio

Total Available Funds: 13
Asset Class Ticker Description
US EQUITY
LARGE BLEND VTI VTI
SMALL VALUE IWN IWN
REAL ESTATE
REAL ESTATE VNQ VNQ
Global Real Estate RWX RWX
INTERNATIONAL EQUITY
Foreign Large Blend VEU VEU
Emerging Market
DIVERSIFIED EMERGING MKTS VWO VWO
COMMODITIES
COMMODITIES BROAD BASKET DBC DBC
FIXED INCOME
Inflation-Protected Bond TIP TIP
LONG GOVERNMENT TLT TLT
Intermediate-Term Bond BND BND
High Yield Bond HYG HYG
LONG GOVERNMENT IEF IEF
Intermediate-Term Bond BIV BIV

Investment model portfolios

We provide two types of investment model portfolios for Capital Preservation Portfolio 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.