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ADVISOR360 401(K) P/S PLAN
Investment Model Portfolios

Investment options of ADVISOR360 401(K) P/S PLAN

Total Available Funds: 28
Investment Description
FIDELITY 500 INDEX FUND MUTUAL FUND
FIDELITY FREEDOM 2040 FUND- CLASS K6 MUTUAL FUND
FIDELITY NASDAQ COMPOSITE INDEX FUND MUTUAL FUND
FIDELITY FREEDOM 2050 FUND- CLASS K6 MUTUAL FUND
FIDELITY FREEDOM 2045 FUND- CLASS K6 MUTUAL FUND
VANGUARD FEDERAL MONEY MARKET FUND MONEY MARKET
MAINSTAY WINSLOW LARGE CAP GROWTH FUND CLASS R6 MUTUAL FUND
FIDELITY FREEDOM 2030 FUND- CLASS K6 MUTUAL FUND
AMERICAN BEACON LARGE CAP VALUE FUND CLASS R6 MUTUAL FUND
FIDELITY FREEDOM 2035 FUND- CLASS K6 MUTUAL FUND
FIDELITY TOTAL MARKET INDEX FUND MUTUAL FUND
FIDELITY FREEDOM 2025 FUND- CLASS K6 MUTUAL FUND
AMERICAN FUNDS EUROPACIFIC GROWTH FUND CLASS R6 MUTUAL FUND
FIDELITY EXTENDED MARKET INDEX FUND MUTUAL FUND
VICTORY INTEGRITY SMALL-CAP VALUE FUND CLASS R6 MUTUAL FUND
FIDELITY SMALL CAP STOCK FUND CLASS K6 MUTUAL FUND
MFS MID CAP VALUE FUND CLASS R6 MUTUAL FUND
WASATCH SMALL CAP GROWTH FUND INSTITUTIONAL CLASS MUTUAL FUND
MORLEY STABLE VALUE FUND COMMON COLLECTIVE TRUST
MFS INTERNATIONAL GROWTH FUND CLASS R4 MUTUAL FUND
PIMCO LOW DURATION FUND INSTITUTIONAL CLASS MUTUAL FUND
ALPS/CORECOMMODITY MANAGEMENT COMPLETECOMMODITIES STRATEGY FUND CLASS I MUTUAL FUND
COLUMBIA CONTRARIAN CORE FUND INSTITUTIONAL 3 CLASS MUTUAL FUND
HARTFORD SCHRODERS EMERGING MARKETS EQUITY FUND CLASS SDR MUTUAL FUND
PIMCO INCOME FUND INSTITUTIONAL CLASS MUTUAL FUND
AMERICAN BEACON INTERNATIONAL EQUITY FUND CLASS R6 MUTUAL FUND
BLACKROCK GLOBAL ALLOCATION, INC. CLASS K MUTUAL FUND
PRINCIPAL GLOBAL REAL ESTATE FUND CLASS R-6 MUTUAL FUND

Investment model portfolios

We provide two types of investment model portfolios for ADVISOR360 401(K) P/S 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.