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FARELLA BRAUN AND MARTEL LLP PROFIT SHARING AND 401(K) PLAN
Investment Model Portfolios

Investment options of FARELLA BRAUN AND MARTEL LLP PROFIT SHARING AND 401(K) PLAN

Total Available Funds: 11
Investment Description
VANGUARD INSTITUTIONAL INDEX FUND
VANGUARD CAPITAL OPPORTUNITY FUND
VANGUARD INTERNATIONAL VALUE FUND
DODGE & COX STOCK FUND CLASS X
VANGUARD TOTAL BOND MARKET INDEX FUND
VANGUARD SHORT-TERM INVESTMENT-GRADE FUND
VANGUARD U.S. GROWTH ADMIRAL FUND
VANGUARD FEDERAL MONEY MARKET FUND
VANGUARD HIGH-YIELD CORPORATE BOND
DELAWARE SMALL CAP CORE FUND
METROPOLITAN WEST TOTAL RETURN BOND FUND

Investment model portfolios

We provide two types of investment model portfolios for FARELLA BRAUN AND MARTEL LLP PROFIT SHARING AND 401(K) 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.