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PREFERREDONE ADMINISTRATIVE SERVICES INC. PROFIT SHARING AND SAVINGS PLAN
Investment Model Portfolios

Investment options of PREFERREDONE ADMINISTRATIVE SERVICES INC. PROFIT SHARING AND SAVINGS PLAN

Total Available Funds: 28
Investment Description
FIDELITY MANAGED INCOME PORTFOLIO FUND
T. ROWE PRICE BLUE CHIP GROWTH FUND
VANGUARD TOTAL STOCK MARKET FUND
FIDELITY BALANCED FUND
VANGUARD TARGET RETIREMENT 2030 FUND
ARTISAN SMALL CAP FUND
VANGUARD TARGET RETIREMENT 2025 FUND
JOHN HANCOCK DISCIPLINED VALUE FUND
AMERICAN FUNDS EUROPACIFIC GROWTH FUND
BAIRD AGGREGATE BOND INSTITUTIONAL FUND
FIDELITY LOW-PRICED STOCK FUND
VANGUARD TARGET RETIREMENT INCOME FUND
GOVERNMENT CASH RESERVE FUND
AMERICAN BEACON SMALL CAP VALUE FUND
VANGUARD TARGET RETIREMENT 2050 FUND
FIDELITY US BOND INDEX FUND
VANGUARD TARGET RETIREMENT 2020 FUND
VANGUARD TARGET RETIREMENT 2035 FUND
VANGUARD TARGET RETIREMENT 2045 FUND
VANGUARD TARGET RETIREMENT 2040 FUND
VANGUARD TARGET RETIREMENT 2055 FUND
FIDELITY INTERNATIONAL INDEX FUND
VANGUARD TARGET RETIREMENT 2060 FUND
VANGUARD TARGET RETIREMENT 2015 FUND
HARDING LOEVNER INSTITUTIONAL EMERGING MARKETS FUND
DODGE & COX INTERNATIONAL STOCK FUND
GMO BENCHMARK-FREE ALLOCATION FUND
VANGUARD TARGET RETIREMENT 2065 FUND

Investment model portfolios

We provide two types of investment model portfolios for PREFERREDONE ADMINISTRATIVE SERVICES INC. PROFIT SHARING AND SAVINGS 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.