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TEST_DY
Investment Model Portfolios


Investment options of TEST_DY

Total Available Funds: 7
Asset Class Ticker Description
Others
Conservative Allocation BERIX BERIX
FIXED INCOME
WORLD BOND TGBAX TGBAX
LONG GOVERNMENT TLT TLT
Intermediate-Term Bond TGLMX TGLMX
Inflation-Protected Bond VIPSX VIPSX
COMMODITIES
Commodities Precious Metals IAU IAU
Emerging Market
DIVERSIFIED EMERGING MKTS VWO VWO

Investment model portfolios

We provide two types of investment model portfolios for TEST_DY 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.