The quarterly report on the Tactical Models available in the Plan is available to download. You can access it via the link below. You can also sign up for the email list to have it delivered to your inbox.
The models will continue to have their maximum equity exposures, which are:
30% - Conservative Model High Risk Category Exposure
60% - Moderate Model High Risk Category Exposure
90% - Growth Model High Risk Category Exposure
There will be minor changes to the underlying funds for the quarter. Fixed income (bonds) investments will remain the same. High Risk Category investments (stocks) will have exposure to U.S. and International stocks and no exposure to material and real estate funds.
If you have any questions, regarding the models or your account, please contact us.