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JAX INC 401(K) PROFIT SHARING PLAN AND TRUST
Investment Model Portfolios

Investment options of JAX INC 401(K) PROFIT SHARING PLAN AND TRUST

Total Available Funds: 26
Investment Description
LORD ABBETT FUNDS LORD ABBETT DEVELOPING GROWTH R6
STATE STREET GLOBAL ADVISORS SPDR PORTFOLIO DEVELOPED WLD EX US ETF
STATE STREET GLOBAL ADVISORS SPDR PORTFOLIO EMERGING MARKETS ETF
STATE STREET GLOBAL ADVISORS STATE STREET TARGET RETIREMENT 2025 K
STATE STREET GLOBAL ADVISORS STATE STREET TARGET RETIREMENT 2030 K
STATE STREET GLOBAL ADVISORS STATE STREET TARGET RETIREMENT 2035 K
STATE STREET GLOBAL ADVISORS STATE STREET TARGET RETIREMENT 2040 K
STATE STREET GLOBAL ADVISORS STATE STREET TARGET RETIREMENT 2045 K
STATE STREET GLOBAL ADVISORS STATE STREET TARGET RETIREMENT 2050 K
STATE STREET GLOBAL ADVISORS STATE STREET TARGET RETIREMENT 2055 K
STATE STREET GLOBAL ADVISORS STATE STREET TARGET RETIREMENT 2060 K
STATE STREET GLOBAL ADVISORS STATE STREET TARGET RETIREMENT K
VANGUARD VANGUARD BALANCED INDEX ADM
VANGUARD VANGUARD GROWTH INDEX ADM
VANGUARD VANGUARD HIGH YIELD CORPORATE ADM
VANGUARD VANGUARD INTERMEDIATE TERM BOND ETF
VANGUARD VANGUARD MATERIALS INDEX ADM
VANGUARD VANGUARD MID CAP VALUE ETF
VANGUARD VANGUARD SMALL CAP INDEX ADM
VANGUARD VANGUARD SMALL CAP VALUE INDEX ADM
FIDELITY FIDELITY MSCI REAL ESTATE ETF
ISHARES ISHARES S&P 500 INDEX K
ISHARES ISHARES IBOXX $ INVEST GRADE CORP BND ET
99EN0CDF4 GROWSTRONG MANAGED RISK GROWTH
99EN0CDG2 GROWSTRONG MANAGED RISK MODERATE
99EN0CDI8 GROWSTRONG MANAGED RISK MODERATE GROWTH

Investment model portfolios

We provide two types of investment model portfolios for JAX INC 401(K) PROFIT SHARING PLAN AND TRUST 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.