Select Page

PORTER WRIGHT MORRIS and ARTHUR LLP EMPLOYEE 401K RETIREMENT PLAN
Investment Model Portfolios

Investment options of PORTER WRIGHT MORRIS and ARTHUR LLP EMPLOYEE 401K RETIREMENT PLAN

Total Available Funds: 31
Investment Description
FIDELITY FUND
FID MGD INC PORT II
DODGE & COX INCOME
VANG TOT STK MKT IS
VANG TOT INTL STK AD
OAKMARK EQ & INC INV
FID CAPITAL & INCOME
FID 500 INDEX
VANG MID CAP IDX ADM
VANG EM STK IDX ADM
VANG SM CAP IDX INST
VANG WELLESLEY ADM
VANG TOT BD MKT ADM
VAN REAL EST IDX ADM
ABF LG CAP VAL INST
FID CONTRAFUND K
FID INTL DISCOVERY K
VICTORY S ESTB VAL I
FED MDT SMCP CORE IS
VANG TARGET RETIREMENT INC
VANG TARGET RETIREMENT 2015
VANG TARGET RETIREMENT 2020
VANG TARGET RETIREMENT 2025
VANG TARGET RETIREMENT 2030
VANG TARGET RETIREMENT 2035
VANG TARGET RETIREMENT 2040
VANG TARGET RETIREMENT 2045
VANG TARGET RETIREMENT 2050
VANG TARGET RETIREMENT 2055
VANG TARGET RETIREMENT 2060
VANG TARGET RETIREMENT 2065

Investment model portfolios

We provide two types of investment model portfolios for PORTER WRIGHT MORRIS and ARTHUR LLP EMPLOYEE 401K 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.