Model Portfolios

The new MEP™ investment menu is comprised of ten PIA Dimensions MFDA Portfolios℠. Two of these investment options are CD model portfolios. The other eight investment options are stock and bond model portfolios that track the Funeral Service Inflation Simple Rates (FSI-1, FSI Simple). Each of these eight investment options, comprised of short and intermediate, high quality fixed income investments with a modest exposure to global stocks, are low-cost, and diversify risk broadly and deeply. The new MEP™ investment menu is a significant enhancement of investment options, offers a much greater value to Members and ultimately could be a model of excellence that will be followed by other state funeral director associations around the country.
   *As calculated by The Foresight Companies, LLC

Overview of all PIA Dimensions MFDA Portfolios℠

      Overview of  PIA Dimensions MFDA Portfolios℠

PIA Dimensions CD Portfolio℠

      Fact Sheet for PIA Dimensions CD Portfolio℠

PIA Dimensions CD QFT Portfolio℠

      Fact Sheet for PIA Dimensions CD QFT Portfolio℠

PIA Dimensions Lower Funeral Inflation Portfolio℠

      Fact Sheet for PIA Dimensions Lower Inflation Portfolio℠

PIA Dimensions Target Funeral Inflation Portfolio℠

      Fact Sheet for PIA Dimensions Target Inflation Portfolio℠

PIA Dimensions Higher Funeral Inflation Portfolio℠

      Fact Sheet for PIA Dimensions Higher Inflation Portfolio℠

PIA Dimensions Lower Funeral Inflation QFT Portfolio℠

      Fact Sheet for PIA Dimensions Lower Inflation QFT Portfolio℠

PIA Dimensions Target Funeral Inflation QFT Portfolio℠

       Fact Sheet for PIA Dimensions Target Inflation QFT Portfolio℠

PIA Dimensions Higher Funeral Inflation QFT Portfolio℠

      Fact Sheet for PIA Dimensions Higher Inflation QFT Portfolio℠

PIA Dimensions Merchandise Inflation Portfolio℠

       Fact Sheet for PIA Dimensions Merchandise Portfolio℠

PIA Dimensions Merchandise Inflation QFT Portfolio℠

      Fact Sheet for PIA Dimensions Merchandise QFT Portfolio℠