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CHARLES L. CRANE AGENCY COMPANY 401K PLAN
Investment Model Portfolios

Investment options of CHARLES L. CRANE AGENCY COMPANY 401K PLAN

Total Available Funds: 18
Investment Description
DFA COMMODITY STRATEGY I
DFA GLOBAL REAL ESTATE SECURITIES
GOLDMAN SACHS SMALL CAP VALUE R6
INVESCO DEVELOPING MARKETS R6
PEAR TREE POLARIS FOREIGN VALUE R6
PGIM TOTAL RETURN BOND R6
T. ROWE PRICE BLUE CHIP GROWTH I
VANGUARD EQUITY-INCOME ADM
VANGUARD EXTENDED MARKET INDEX ADMIRAL
VANGUARD HIGH-YIELD CORPORATE ADM
VANGUARD INFLATION-PROTECTED SECS ADM
VANGUARD INSTITUTIONAL INDEX INSTL
VANGUARD INTERNATIONAL GROWTH FUND ADM
VANGUARD SMALL CAP GROWTH INDEX ADMIRAL
VANGUARD TOTAL BOND MARKET INDEX INSTL
VANGUARD TOTAL INTL BD IDX ADMIRAL
VANGUARD TOTAL INTERNATIONAL STOCK INDEX ADM
BANK OF NEW YORK MELLON STABLE VALUE FUND M

Investment model portfolios

We provide two types of investment model portfolios for CHARLES L. CRANE AGENCY COMPANY 401K 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.