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UNIVERSITY CLINICAL HEALTH 403(B) PLAN
Investment Model Portfolios

Investment options of UNIVERSITY CLINICAL HEALTH 403(B) PLAN

Total Available Funds: 16
Investment Description
AB SMALL CAP GROWTH Z
DIAMOND HILL LARGE CAP Y
VANGUARD SMALL CAP VALUE INDEX ADM
VANGUARD DEVELOPED MARKETS INDEX ADM
VANGUARD TOTAL STOCK MARKET INDEX ADM
AMERICAN CENTURY MID CAP VALUE R6
AMERICAN CENTURY ULTRA R6
PIONEER SELECT MID CAP GROWTH K
COHEN & STEERS REAL ESTATE SECURITIES I
JOHN HANCOCK INVESTMENT GRADE BOND R6
FIDELITY MID CAP INDEX INSTL PREM
FIDELITY SMALL CAP INDEX INSTL PREM
AMERICAN FUNDS NEW WORLD R6
PRUDENTIAL PGIM TOTAL RETURN BOND R6
HARTFORD INTL OPPORTUNITIES R6
PARNASSUS CORE EQUITY INST

Investment model portfolios

We provide two types of investment model portfolios for UNIVERSITY CLINICAL HEALTH 403(B) 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.