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CandS WHOLESALE GROCERS INC. RETIREMENT PLAN
Investment Model Portfolios

Investment options of CandS WHOLESALE GROCERS INC. RETIREMENT PLAN

Total Available Funds: 11
Asset Class Ticker Description
INTERNATIONAL EQUITY
Foreign Large Growth PRITX T Rowe Price International Funds
FIXED INCOME
Multisector Bond RPSIX T Rowe Price Spectrum Fund
US EQUITY
LARGE GROWTH TRBCX T Rowe Price Blue Chip Growth Fund
SMALL BLEND OTCFX T Rowe Price Small-Cap Stock Fund
LARGE BLEND PRDGX T Rowe Price Dividend Growth Fund
Mid-Cap Growth RPMGX T Rowe Price Mid-Cap Growth Fund
LARGE VALUE PRFDX T Rowe Price Equity Income Fund
Others
Moderate Allocation TRPBX T Rowe Price Personal Strategy Funds
Conservative Allocation PRSIX T Rowe Price Personal Strategy Funds
Aggressive Allocation TRSGX T Rowe Price Personal Strategy Funds
ROOT PRRXX T Rowe Price Prime Reserve Fund

Investment model portfolios

We provide two types of investment model portfolios for CandS WHOLESALE GROCERS INC. RETIREMENT 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.