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20mule PERMANENT PORTFOLIO PLAN
Investment Model Portfolios

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Investment options of 20mule PERMANENT PORTFOLIO PLAN

Total Available Funds: 17
Asset Class Ticker Description
US EQUITY
SMALL BLEND SCHA SCHA
MID-CAP BLEND SCHM SCHM
LARGE BLEND SCHX SCHX
INTERNATIONAL EQUITY
Foreign Large Blend SCHF SCHF
Emerging Market
DIVERSIFIED EMERGING MKTS EEMV EEMV
DIVERSIFIED EMERGING MKTS SCHE SCHE
Others
Currency DBV DBV
Natural Resources XME XME
Natural Resources MOO MOO
Equity Energy AMJ AMJ
Equity Energy IEO IEO
REAL ESTATE
Global Real Estate VNQI VNQI
REAL ESTATE SCHH SCHH
COMMODITIES
Commodities Precious Metals IAU IAU
FIXED INCOME
Long-Term Bond LQD LQD
Inflation-Protected Bond SCHP SCHP
WORLD BOND WIP WIP

Investment model portfolios

We provide two types of investment model portfolios for 20mule PERMANENT PORTFOLIO 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.