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Smugglers Notch Resort 401 K Profit Sharing Plan And Trust
Investment Model Portfolios

Investment options of Smugglers Notch Resort 401 K Profit Sharing Plan And Trust

Total Available Funds: 21
Investment Description
DFA REAL ESTATE SECURITIES
INVESCO OPPENHEIMER GOLD AND SPECIAL MINERALS
SCHWAB INTERNATIONAL INDEX
SCHWAB MONEY MARKET FUND
SCHWAB S&P 500 INDEX FUND
SCHWAB SMALL CAP INDEX FUND
SCHWAB TOTAL STOCK MKT
SCHWAB TREASURY INFLATION PROTECTION
TIAA- CREF LARGE CAP VALUE INDEX
TIAA- CREF LARGE CAP GROWTH INDEX
VANGUARD BALANCED INDEX FUND ADMIRAL
VANGUARD EMERGING MARKETS STOCK INDEX
VANGUARD ENERGY INDEX ADM
VANGUARD FINANCIALS INDEX ADM
VANGUARD HEALTH CARE INDEX FUND
VANGUARD HIGH YIELD CORP FUND
VANGUARD INFO TECH INDEX
VANGUARD MATERIALS INDEX
VANGUARD MID- CAP GROWTH INDEX
VANGUARD SHORT TERM CORP BOND
VANGUARD TOTAL WORLD STK INDEX

Investment model portfolios

We provide two types of investment model portfolios for Smugglers Notch Resort 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.