Hunton Bradley Enrollment - Web Book - Ready - Flipbook - Page 28
Hunton Brady Architects, P.A. Profit Sharing 401(k) Plan
MODEL INVESTMENT PORTFOLIOS
as of December 31, 2022
Conservative
Moderately Conservative
Moderate
Short-Term Investor- Will Need Access to
Money within 3 Years
Very Uncomfortable with any Risk
Exposure
May be Suitable for 3 to 5 Year Time
Horizon
Willing to Take Minimal Risk for Possible
Growth
Fidelity Advisor® Governm
PIMCO Income Instl
Vanguard Equity-Income Adm
Vanguard 500 Index Admiral
Vanguard Short-Term Treasur
Fidelity Advisor® Intl Cap
Fidelity Advisor® Governm
Fidelity® OTC
PIMCO Income Instl
Vanguard Equity-Income Adm
Vanguard 500 Index Admiral
Vanguard Short-Term Treasur
Vanguard Mid Cap Index Adm
100
30%
25%
2%
13%
30%
50
25
25
6%
30%
3%
20%
12%
11%
15%
3%
Moderately Aggressive
Aggressive
Less Risk with 50% of Portfolio
Long-Term Time Horizon
Not Intimidated by Market Volatility
50% Growth Oriented with Stock Funds
Comfortable Investing Majority in Stocks
Ambitious Investment Goals
Fidelity Advisor® Intl Capi
Fidelity Advisor® Governm
Fidelity® OTC
Vanguard Developed Markets
PIMCO Income Instl
American Funds New Perspect
Vanguard Equity-Income Adm
Vanguard 500 Index Admiral
Vanguard Mid Cap Index Adm
Vanguard Small Cap Index Adm
Fidelity Advisor® Intl Capi
Fidelity® OTC
Vanguard Developed Markets
American Funds New Perspe
Vanguard Equity-Income Adm
Vanguard 500 Index Admiral
Vanguard Mid Cap Index Adm
Vanguard Small Cap Index Adm
Fidelity Advisor® Intl Capital A
Fidelity Advisor® Governmen
Fidelity® OTC
PIMCO Income Instl
American Funds New Perspective
Vanguard Equity-Income Adm
Vanguard 500 Index Admiral
Vanguard Short-Term Treasury Idx
Vanguard Mid Cap Index Admiral
Vanguard Small Cap Index Adm
25
25
25
25
7%
20%
3%
20%
7%
20%
8%
5%
5%
5%
20
20
20
20
20
9%
10%
5%
5%
16%
9%
25%
11%
5%
5%
9%
9%
4%
5%
28%
20%
15%
10%
20
20
20
20
20
Sample employee model portfolios are intended to illustrate various asset allocations available. The models and allocations are as of the date shown. Each model is rebalanced quarterly, and funds may be replaced if
they fail to meet the criteria outlined in the plan’s investment policy statement. Investment allocations to the various asset classes will change over time. There are no sales charges or transaction charges for any of
the funds in your Plan.
