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Mercedes-Benz 401(k) Growth Model Portfolios

  • Rob Schmansky
  • Mar 14, 2015
  • 1 min read

Fund Name Growth 100 Growth 80 Growth 60

Domestic Equity

Russell 1000 Index 20 16 12

Small Cap Fund 40 32 24

International Equity

All International Markets Fund 40 32 24

Stability & Income

Money Market 0 0 0

Bond Fund 0 10 20

Inflation Hedge

Russell Real Asset Fund 0 10 20

The above model portfolios do not represent an investment recommendation, nor do they represent portfolios Clear Financial Advisors may recommend for clients. Individuals should consult a qualified financial advisor for an assessment of their need and ability to take various investment risks, in consideration of their personal goals, assets, income flows, and preference for various types of investment risk. The growth model portfolios above represent a starting point for considering an investment portfolio built for long-term (7-10+ years) objectives. They do not suggest that an investment in your employer plan is appropriate, or that any of the portfolios here are the best place for you to invest.

 
 
 

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