RINCON RESEARCH CORPORATION 401(K) PLAN
Investment Model Portfolios

Investment options of RINCON RESEARCH CORPORATION 401(K) PLAN

Total Available Funds: 32
Investment Description
AMERICAN FUNDS AMERICAN FUNDS EUROPAC GROWTH
BLACKROCK GLOBAL ALLOCATION FUND
EQUITY INDEX 500 FUND
GROWTH STOCK FUND
INTERNATIONAL DISCOVERY FUND
MID-CAP GROWTH FUND
MID-CAPE VALUE GROWTH FUND
NEW HORIZONS FUND
RETIREMENT 2005 FUND
RETIREMENT 2010 FUND
RETIREMENT 2015 FUND
RETIREMENT 2020 FUND
RETIREMENT 2025 FUND
RETIREMENT 2030 FUND
RETIREMENT 2035 FUND
RETIREMENT 2040 FUND
RETIREMENT 2045 FUND
RETIREMENT 2050 FUND
RETIREMENT 2055 FUND
RETIREMENT 2060 FUND
RETIREMENT 2065 FUND
U. S. TREASURY MONEY FUND
DFA GLOBAL REAL ESTATE SECURITY FUND
DFA U. S. LARGE CAP VALUE FUND
DFA U. S. TARGETED VALUE FUND
FIDELITY EMERGING MARKETS INDEX FUND
METROPOLITAN WEST TOTAL RETURN BOND FUND I
PIMCO INCOME FUND INSTITUTIONAL CLASS
VANGUARD DEVELOPED MARKETS INDEX FUND ADMIRAL SHARES
VANGUARD SMALL CAP INDEX INSTITUTIONAL
VANGUARD TOTAL STOCK MARKET INDEX FUND
T. ROWE PRICE TRUST COMPANY STABLE VALUE COMMON TRUST FUND

Investment model portfolios

We provide two types of investment model portfolios for RINCON RESEARCH CORPORATION 401(K) 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.