Southeast Valley Gastroenterology Consultants, P.C.
401(k) Profit Sharing Plan

Model Portfolios

PIA Dimensions 100/0 PortfolioSM                                                  

Any portfolio that you choose should reflect your long‐term investment goals, financial circumstances, and how much risk you can comfortably take as determined by you. The PIA Dimensions 100/0 Portfolio℠ is a blend of mutual funds with 100% of the value of the portfolio invested in publicly traded stocks and 0% of the value of the portfolio invested in publicly traded bonds and cash/cash equivalents. The characteristics of this PIA Dimensions Portfolio℠ are analyzed at the portfolio level, rather than at the level of each individual mutual fund in the portfolio. The exposure of this PIA Dimensions Portfolio℠ to various asset classes in financial markets is reflected in the underlying holdings in the mutual funds listed below.

Details of PIA Dimensions 100/0 Portfoliosm


PIA Dimensions 80/20 PortfolioSM                                

Any portfolio that you choose should reflect your long‐term investment goals, financial circumstances, and how much risk you can comfortably take as determined by you. The PIA Dimensions 80/20 Portfolio℠ is a blend of mutual funds with 80% of the value of the portfolio invested in publicly traded stocks and 20% of the value of the portfolio invested in publicly traded bonds and cash/cash equivalents. The characteristics of this PIA Dimensions Portfolio℠ are analyzed at the portfolio level, rather than at the level of each individual mutual fund in the portfolio. The exposure of this PIA Dimensions Portfolio℠ to various asset classes in financial markets is reflected in the underlying holdings in the mutual funds listed below.

Details of PIA Dimensions 80/20 Portfoliosm


PIA Dimensions 70/30 PortfolioSM                                

Any portfolio that you choose should reflect your long‐term investment goals, financial circumstances, and how much risk you can comfortably take as determined by you. The PIA Dimensions 70/30 Portfolio℠ is a blend of mutual funds with 70% of the value of the portfolio invested in publicly traded stocks and 30% of the value of the portfolio invested in publicly traded bonds and cash/cash equivalents. The characteristics of this PIA Dimensions Portfolio℠ are analyzed at the portfolio level, rather than at the level of each individual mutual fund in the portfolio. The exposure of this PIA Dimensions Portfolio℠ to various asset classes in financial markets is reflected in the underlying holdings in the mutual funds listed below.

Details of PIA Dimensions 70/30 Portfoliosm


PIA Dimensions 60/40 PortfolioSM                                    

Any portfolio that you choose should reflect your long‐term investment goals, financial circumstances, and how much risk you can comfortably take as determined by you. The PIA Dimensions 60/40 Portfolio℠ is a blend of mutual funds with 60% of the value of the portfolio invested in publicly traded stocks and 40% of the value of the portfolio invested in publicly traded bonds and cash/cash equivalents. The characteristics of this PIA Dimensions Portfolio℠ are analyzed at the portfolio level, rather than at the level of each individual mutual fund in the portfolio. The exposure of this PIA Dimensions Portfolio℠ to various asset classes in financial markets is reflected in the underlying holdings in the mutual funds listed below.

Details of PIA Dimensions 60/40 Portfoliosm


PIA Dimensions 50/50 PortfolioSM                                    

Any portfolio that you choose should reflect your long‐term investment goals, financial circumstances, and how much risk you can comfortably take as determined by you. The PIA Dimensions 50/50 Portfolio℠ is a blend of mutual funds with 50% of the value of the portfolio invested in publicly traded stocks and 50% of the value of the portfolio invested in publicly traded bonds and cash/cash equivalents. The characteristics of this PIA Dimensions Portfolio℠ are analyzed at the portfolio level, rather than at the level of each individual mutual fund in the portfolio. The exposure of this PIA Dimensions Portfolio℠ to various asset classes in financial markets is reflected in the underlying holdings in the mutual funds listed below.

Details of PIA Dimensions 50/50 Portfoliosm


PIA Dimensions 40/60 PortfolioSM         

Any portfolio that you choose should reflect your long‐term investment goals, financial circumstances, and how much risk you can comfortably take as determined by you. The PIA Dimensions 40/60 Portfolio℠ is a blend of mutual funds with 40% of the value of the portfolio invested in publicly traded stocks and 60% of the value of the portfolio invested in publicly traded bonds and cash/cash equivalents. The characteristics of this PIA Dimensions Portfolio℠ are analyzed at the portfolio level, rather than at the level of each individual mutual fund in the portfolio. The exposure of this PIA Dimensions Portfolio℠ to various asset classes in financial markets is reflected in the underlying holdings in the mutual funds listed below.

Details of PIA Dimensions 40/60 Portfoliosm


PIA Dimensions 20/80 PortfolioSM                             

Any portfolio that you choose should reflect your long‐term investment goals, financial circumstances, and how much risk you can comfortably take as determined by you. The PIA Dimensions 20/80 Portfolio℠ is a blend of mutual funds with 20% of the value of the portfolio invested in publicly traded stocks and 80% of the value of the portfolio invested in publicly traded bonds and cash/cash equivalents. The characteristics of this PIA Dimensions Portfolio℠ are analyzed at the portfolio level, rather than at the level of each individual mutual fund in the portfolio. The exposure of this PIA Dimensions Portfolio℠ to various asset classes in financial markets is reflected in the underlying holdings in the mutual funds listed below.

Details of PIA Dimensions 20/80 Portfoliosm