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natasha
Investment Model Portfolios

Investment options of natasha

Total Available Funds: 18
Asset Class Ticker Description
FIXED INCOME
High Yield Bond PHIYX PHIYX
Intermediate-Term Bond PTTRX PTTRX
Intermediate-Term Bond VBTSX VBTSX
Others
Moderate Allocation PAAIX PAAIX
Moderate Allocation VWENX VWENX
US EQUITY
LARGE GROWTH RGAGX RGAGX
LARGE VALUE DFLVX DFLVX
LARGE GROWTH FCNTX FCNTX
LARGE BLEND VIFSX VIFSX
LARGE BLEND VTSSX VTSSX
MID-CAP VALUE GSMCX GSMCX
Mid-Cap Growth RPMGX RPMGX
Small Growth BUFSX BUFSX
SMALL BLEND OTCFX OTCFX
SMALL VALUE VISVX VISVX
INTERNATIONAL EQUITY
Foreign Large Blend RERGX RERGX
Foreign Large Blend VTSGX VTSGX
REAL ESTATE
REAL ESTATE VGRSX VGRSX

Investment model portfolios

We provide two types of investment model portfolios for natasha 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.