Select Page

MILLIMAN INC. PROFIT SHARING AND RETIREMENT PLAN
Investment Model Portfolios

Investment options of MILLIMAN INC. PROFIT SHARING AND RETIREMENT PLAN

Total Available Funds: 15
Asset Class Ticker Description
US EQUITY
LARGE BLEND VINIX Vanguard Institutional Index Fund: Vanguard Institutional Index Fund; Institutional Shares
LARGE VALUE ILVAX MFS Institutional Trust: MFS Institutional Large Cap Value Fund
Small Growth TCMSX Professionally Managed Portfolios: TCM Small Cap Growth Fund
Mid-Cap Growth MPEGX Morgan Stanley Institutional Fund Trust: Mid Cap Growth Portfolio; Class I Shares
MID-CAP VALUE JMCVX Janus Investment Fund: Perkins Mid Cap Value Fund; Class T Shares
LARGE GROWTH RGAFX Growth Fund of America
LARGE GROWTH VIGIX Vanguard Index Funds: Vanguard Growth Index Fund; Institutional Class Shares
LARGE VALUE VIVIX Vanguard Index Funds: Vanguard Value Index Fund; Institutional Shares
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Funds: Total Return Fund; Institutional Class Shares
Intermediate-Term Bond VBMFX Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Investor Shares
Inflation-Protected Bond PRRIX PIMCO Funds: Real Return Fund; Institutional Class Shares
Intermediate-Term Bond VBMPX Vanguard Bond Index Funds: Vanguard Total Bond Market Index Fund; Institutional Plus Shares
Emerging Market
DIVERSIFIED EMERGING MKTS HLEMX Harding
INTERNATIONAL EQUITY
Foreign Large Blend VFWIX Vanguard International Equity Index Funds: Vanguard FTSE All-World ex US Index Fund; Investor Shares
Foreign Large Blend RERFX EuroPacific Growth Fund; Class R-5 Shares

Investment model portfolios

We provide two types of investment model portfolios for MILLIMAN INC. PROFIT SHARING AND RETIREMENT 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.