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HAMILTON BROOK SMITH and REYNOLDS P.C. 401K PROFIT SHARING PLAN
Investment Model Portfolios

Investment options of HAMILTON BROOK SMITH and REYNOLDS P.C. 401K PROFIT SHARING PLAN

Total Available Funds: 26
Investment Description
AMERICAN FUNDS AMERICAN BALANCED FUND CLASS R6
FIDELITY 500 INDEX FUND
SCHWAB SELECT LARGE CAP GROWTH
T. ROWE PRICE MID CAP GROWTH
DIAMOND HILL LARGE CAP FUND CLASS Y
AMERICAN CENTURY MID CAP VALUE R6
FIDELITY GLOBAL EX-US INDEX
PIMCO TOTAL RETURN FUND INSTITUTIONAL
FIDELITY US BOND INDEX FUND
T. ROWE PRICE QM US SMALL CAP GROWTH EQUITY
MFS NEW DISCOVERY VALUE R6
WILLIAM BLAIR INTERNATIONAL GROWTH FUND
FIDELITY SMALL CAP INDEX FUND
INVESCO DEVELOPING MARKETS FUND CLASS R6
FIDELITY MID CAP INDEX FUND
PIMCO REAL RETURN FUND INSTITUTIONAL
INVESCO INTERNATIONAL BOND FUND CLASS R6
FEDERATED INSTITUTIONAL HIGH YIELD BOND FUND R6
MFS GLOBAL REAL ESTATE FUND R6
FIDELITY REAL ESTATE INDEX
T. ROWE PRICE RETIREMENT 2025 FUND
T. ROWE PRICE RETIREMENT 2040 FUND
T. ROWE PRICE RETIREMENT 2055 FUND
T. ROWE PRICE RETIREMENT 2050 FUND
FIDELITY GOVERNMENT MONEY MARKET FUND
T. ROWE PRICE RETIREMENT 2035 FUND

Investment model portfolios

We provide two types of investment model portfolios for HAMILTON BROOK SMITH and REYNOLDS P.C. 401K PROFIT SHARING 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.