Funds
Get to know our funds
Investment Menu
The Sensible 401k™ Plan offers a diverse menu of investment options that both satisfies fiduciary safe harbors and participant needs. The investment menu includes a comprehensive suite of low-cost funds covering all major asset classes and investment styles. The investment menu includes:
- Equity, Fixed Income, Alternative, and Cash options
- Passive Index Funds
- Socially Responsible Investments
- Managed Asset Allocation Funds
Each quarter, funds are subject to a rigorous due diligence process to ensure adherence to Investment Policy Statement standards. Click here to read more about our Fiduciary services.
Behavioral Investing
The investment menu is designed to accommodate the behaviors of all types of investors. Whether you are an active investor, passive saver, or advice seeker there is a solution for you.
Passive Savers
For those who prefer to focus on saving and wish to leave the investment management to the experts, the plan offers age-based target date funds that become more conservative as retirement approaches. These funds are the default option for all new plan participants.
Active Investors
Participants who prefer to actively manage their accounts will appreciate the wide array of available investment options. Top-performing funds covering all major asset classes should satisfy even the most discerning investors. There are no fees or commissions to make changes to your investments.
Advice Seekers
Looking for custom investment advice? Look no further. For no additional charge, participants will have access to the SmartPlan investment advice tool. This tool allows participants enter their personal data and receive a custom asset allocation unique to their situation and risk tolerance.
Target Date Funds
Target Date Funds are professionally managed, age-appropriate funds with a stated year that closely coincides with the investors' target retirement year. For example, a Retirement Fund 2050 would be designed for an investor who intends to retire around the year 2050. Made up of a diversified mix of stocks, bonds, cash, and other investments, these funds are designed to become more conservative as the targeted year approaches to help reduce risk exposure as investors near retirement.
Click here to request a copy of the investment menu
Portfolio allocations on the website are subject to change.
The Sensible 401k™ Plan is intended for citizens or legal residents of the United States or its territories.
Gordon Asset Management, LLC is a North Carolina based investment advisor specializing in personal wealth management for individuals and company sponsored retirement plans. Please review Important Disclosure Information at https://wealthqb.com/important-disclosure-information. For additional information about Gordon Asset Management, refer to our Form CRS and Form ADV Part 2. GAMLLC and/or their subsidiaries are not affiliated with MVP Plan Administrators, Inc. or its affiliates.
MVP does not endorse GAMLLC as a §3(38) fiduciary advisor or recommend them to provide education, financial planning, or other services as it relates to your retirement plan.
The investment custodian is Charles Schwab Trust Bank (Schwab). Schwab will be engaged by the Plan Sponsor under separate agreement with their fee to be paid by the Plan Sponsor.
The Advisor, if one is so designated by the Plan Sponsor, must have a separate agreement with the Client for fees to be assessed to the plan.