Select Page

GENESIS RETIREMENT ACCOUNT PLAN
Investment Model Portfolios

Investment options of GENESIS RETIREMENT ACCOUNT PLAN

Total Available Funds: 10
Asset Class Ticker Description
US EQUITY
Small Growth PRNHX T Rowe Price New Horizons Fund
SMALL BLEND KSCVX KEELEY Funds
LARGE VALUE EHSTX Eaton Vance Special Investment Trust: Eaton Vance Large-Cap Value Fund; Class A Shares
SMALL VALUE NSVAX Columbia Funds Series Trust: Columbia Small Cap Value Fund II; Class Z Shares
LARGE BLEND ANCFX Fundamental Investors
LARGE GROWTH PTWAX Prudential Jennison 20/20 Focus Fund; Class A Shares
LARGE GROWTH AGTHX Growth Fund of America
Mid-Cap Growth LACAX Columbia Acorn Trust: Columbia Acorn Fund; Class A Shares
INTERNATIONAL EQUITY
Foreign Large Blend AEPGX EuroPacific Growth Fund; Class A Shares
Others
Moderate Allocation OAKBX Harris Associates Investment Trust: Oakmark Equity & Income Fund; Class I Shares

Investment model portfolios

We provide two types of investment model portfolios for GENESIS RETIREMENT ACCOUNT 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.