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SYMETRA FINANCIAL RETIREMENT SAVINGS PLAN
Investment Model Portfolios

Symetra Financial Retirement Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature.

Investment options of SYMETRA FINANCIAL RETIREMENT SAVINGS PLAN

Total Available Funds: 33
Investment Description
MORLEY STABLE VALUE COLLECTIVE TRUST FUND
PRUDENTIAL CORE PLUS BOND COLLECTIVE TRUST FUND
VANGUARD TARGET RET 2020 COLLECTIVE TRUST FUND
VANGUARD TARGET RET 2025 COLLECTIVE TRUST FUND
VANGUARD TARGET RET 2030 COLLECTIVE TRUST FUND
VANGUARD TARGET RET 2035 COLLECTIVE TRUST FUND
VANGUARD TARGET RET 2040 COLLECTIVE TRUST FUND
VANGUARD TARGET RET 2045 COLLECTIVE TRUST FUND
VANGUARD TARGET RET 2050 COLLECTIVE TRUST FUND
VANGUARD TARGET RET 2055 COLLECTIVE TRUST FUND
VANGUARD TARGET RET 2060 COLLECTIVE TRUST FUND
VANGUARD TARGET RET 2065 COLLECTIVE TRUST FUND
VANGUARD TARGET RET 2070 COLLECTIVE TRUST FUND
VANGUARD TARGET RET INCOME COLLECTIVE TRUST FUND
VANGUARD FTSE SOCIAL INDEX MUTUAL FUND
VICTORY SYCAMORE ESTABLISHED VALUE MUTUAL FUND
INVESCO INTERNATIONAL SMALL-MID COMPANY MUTUAL FUND
VANGUARD VALUE INDEX MUTUAL FUND
VANGUARD INFLATION-PROTECTED MUTUAL FUND
JANUS H TRITON MUTUAL FUND
MASS MUTUAL MID CAP GROWTH MUTUAL FUND
CONESTOGA SMALL CAP MUTUAL FUND
VANGUARD SMALL CAP VALUE INDEX MUTUAL FUND
FIDELITY BALANCED MUTUAL FUND
FIDELITY EMERGING MARKETS MUTUAL FUND
FIDELITY OVERSEAS MUTUAL FUND
FIDELITY CORPORATE BOND MUTUAL FUND
FIDELITY US BOND INDEX MUTUAL FUND
FIDELITY 500 INDEX MUTUAL FUND
FIDELITY MID CAP INDEX MUTUAL FUND
FIDELITY INTL INDEX MUTUAL FUND
FIDELITY GOVT MONEY MARKET MUTUAL FUND
FIDELITY GROWTH COMPANY MUTUAL FUND

Investment model portfolios

We provide two types of investment model portfolios for SYMETRA FINANCIAL RETIREMENT 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.