Select Page

ORCHARD HILTZ and MCCLIMENT PROFIT SHARING/401K PLAN
Investment Model Portfolios

Investment options of ORCHARD HILTZ and MCCLIMENT PROFIT SHARING/401K PLAN

Total Available Funds: 36
Investment Description
FIDELITY BROKERAGELINK - MONEY MARKET
FIDELITY BROKERAGELINK - EXTERNAL FUNDS
FIDELITY BROKERAGELINK - FIDELITY FUNDS
FIDELITY PURITAN
FIDELITY CONTRAFUND
FIDELITY OTC PORTFOLIO
FIDELITY LOW PRICED STOCK
FIDELITY DIVERSIFIED INTERNATIONAL
FIDELITY GOVERNMENT MONEY MARKET
FIDELITY EMERGING MARKETS INCOME
FIDELITY MID CAP STOCK
FIDELITY TOTAL MARKET INDEX FUND
FIDELITY INTERNATIONAL INDEX FUND
FIDELITY FREEDOM INCOME
FIDELITY FREEDOM 2005
FIDELITY FREEDOM 2010
FIDELITY FREEDOM 2015
FIDELITY FREEDOM 2020
FIDELITY FREEDOM 2025
FIDELITY FREEDOM 2030
FIDELITY FREEDOM 2035
FIDELITY FREEDOM 2040
FIDELITY FREEDOM 2045
FIDELITY FREEDOM 2050
FIDELITY FREEDOM 2055
FIDELITY FREEDOM 2060
FIDELITY FREEDOM 2065
AMERICAN FUNDS AMERICAN MUTUAL
PGIM HIGH YIELD
CONESTOGA SMALL CAP INV
NORTHERN SMALL CAP CORE
AMERICAN CENTURY GOVERNMENT BOND
PIMCO REAL RETURN INSTITUTIONAL
PIMCO TOTAL RETURN BOND ADVISORY
VICTORY SYCAMORE ESTABLISHED VALUE
COLUMBIA SMALL CAP VALUE FUND

Investment model portfolios

We provide two types of investment model portfolios for ORCHARD HILTZ and MCCLIMENT PROFIT SHARING/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.