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VISIONPOINT EYE CENTER PROFIT SHARING PLAN
Investment Model Portfolios

Investment options of VISIONPOINT EYE CENTER PROFIT SHARING PLAN

Total Available Funds: 10
Investment Description
CHARLES SCHWAB VALUE ADVANTAGE MONEY FUND
AMERICAN FUNDS CAPITAL WORLD G/I R6
DODGE & COX STOCK FUND
INVESCO OPPENHEIMER DISCOVERY Y
METROPOLITAN WEST TOTAL RETURN I
CHARLES SCHWAB TOTAL STOCK MARKET INDEX
T ROWE PRICE NEW AMERICA GROWTH FUND
VANGUARD SHORT-TERM INVESTMENT-GRADE ADM
VANGUARD SMALL CAP VALUE INDEX ADM
MORLEY STABLE VALUE FUND

Investment model portfolios

We provide two types of investment model portfolios for VISIONPOINT EYE CENTER PROFIT SHARING 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.