Select Page

WILLCOX and SAVAGE P.C. PROFIT SHARING RETIREMENT PLAN
Investment Model Portfolios

Investment options of WILLCOX and SAVAGE P.C. PROFIT SHARING RETIREMENT PLAN

Total Available Funds: 25
Investment Description
VANGUARD VANGUARD EQUITY INCOME FUND ADMIRAL SHARES
VANGUARD VANGUARD WELLINGTON FUND ADMIRAL SHARES
AMERICAN CENTURY INVESTMENTS AMERICAN CENTURY SMALL CAP VALUE FUND R6 CLASS
PGIM INVESTMENTS PGIM TOTAL RETURN BOND FUND CLASS R6
FRANKLIN TEMPLETON INVESTMENTS WESTERN ASSET CORE BOND FUND CLASS I
T. ROWE PRICE T. ROWE PRICE BLUE CHIP GROWTH FUND I CLASS
ALLIANCEBERNSTEIN AB SMALL CAP GROWTH PORTFOLIO CLASS Z
FIDELITY INVESTMENTS FIDELITY INTERNATIONAL GROWTH FUND
FIDELITY INVESTMENTS FIDELITY U. S. BOND INDEX FUND
FIDELITY INVESTMENTS FIDELITY 500 INDEX FUND
FIDELITY INVESTMENTS FIDELITY EXTENDED MARKET INDEX FUND
FIDELITY INVESTMENTS FIDELITY INFLATION PROTECTED BOND INDEX FUND
FIDELITY INVESTMENTS FIDELITY FREEDOM INDEX INCOME FUND INST PREM CLASS
FIDELITY INVESTMENTS FIDELITY FREEDOM INDEX 2005 FUND INST PREM CLASS
FIDELITY INVESTMENTS FIDELITY FREEDOM INDEX 2010 FUND INST PREM CLASS
FIDELITY INVESTMENTS FIDELITY FREEDOM INDEX 2015 FUND INST PREM CLASS
FIDELITY INVESTMENTS FIDELITY FREEDOM INDEX 2020 FUND INST PREM CLASS
FIDELITY INVESTMENTS FIDELITY FREEDOM INDEX 2025 FUND INST PREM CLASS
FIDELITY INVESTMENTS FIDELITY FREEDOM INDEX 2030 FUND INST PREM CLASS
FIDELITY INVESTMENTS FIDELITY FREEDOM INDEX 2035 FUND INST PREM CLASS
FIDELITY INVESTMENTS FIDELITY FREEDOM INDEX 2040 FUND INST PREM CLASS
FIDELITY INVESTMENTS FIDELITY FREEDOM INDEX 2045 FUND INST PREM CLASS
FIDELITY INVESTMENTS FIDELITY FREEDOM INDEX 2050 FUND INST PREM CLASS
FIDELITY INVESTMENTS FIDELITY FREEDOM INDEX 2055 FUND INST PREM CLASS
FIDELITY INVESTMENTS FIDELITY TOTAL INTERNATIONAL INDEX FUND

Investment model portfolios

We provide two types of investment model portfolios for WILLCOX and SAVAGE P.C. PROFIT SHARING RETIREMENT 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.