T. Rowe Price Retirement Funds
The T. Rowe Price Retirement Funds offer you a single diversified portfolio that is professionally managed to a specific retirement date. These funds were created to help you meet your changing financial needs up to and throughout retirement. During your savings years, the funds are designed to help you capitalize on growth opportunities to build assets. As you approach retirement, the portfolio manager increasingly adjusts the funds' investment allocations in an effort to provide greater stability and reduced investment risk. T. Rowe Price Prospectus
Share Price Stability
(less risk) |
Return Potential
(more risk) |
 |
Vanguard Prime Money Market Fund Institutional Shares(VMRXX)
A money market fund which seeks to provide stability of principal and a competitive yield through investment primarily in high-quality bank and corporate money market obligations. 
Vanguard Money Market Prospectus
Stable Return Fund
An income fund which provides principal stability and a competitive yield through investment contracts issued by insurance companies, banks, and other financial institutions that are not expected to fluctuate in value like stock or bond funds. Stable Return Note to participants Stable Return Fact Sheet
Vanguard Total Bond Market Index Fund - Institutional Shares (VBTIX)
A relatively conservative, passively managed bond fund which seeks to provide investment results that parallel the performance of the Lehman Brothers Aggregate Bond Index, a measure of the U.S. bond market. Vanguard Total Bond Prospectus
T. Rowe Price Bond Trust I
This Trust seeks the highest level of income consistent with the preservation of capital over time by investing primarily in marketable debt securities. In seeking to meet its investment objective, the Trust may invest in any type of security or instrument (including potentially high-risk derivatives) whose investment characteristics are consistent with its investment program. T. Rowe Price Bond Trust Fact Sheet
Fidelity Puritan Fund (FPURX)
A conservative growth and income fund which seeks to provide growth of capital and current income through investment in a mix of high-dividend-paying stocks and bonds. Historically, the portfolio has been comprised of 60-80% stocks and 20-40% bonds. Fidelity Puritan Fund Prospectus
Vanguard Institutional Index Fund Plus (VIIIX)
A passively managed stock fund which seeks to provide investment results that parallel the performance of the Standard & Poor's 500 Composite Stock Price Index, a measure of the U.S. stock market performance. Vanguard Institutional Prospectus
Lord Abbett Large Cap Core Strategy Separate Account
Lord Abbett seeks to provide the investor with long-term growth of capital through investing in stocks of established U.S. and multinational companies. They have an opportunistic strategy with the agility to pursue investment reward across a wide spectrum of equities, and the flexibility to tilt its style focus in anticipation of the market environment; with emphasis on return per unit of risk and through rigorous fundamental analysis and experienced judgment, seek established companies with identifiable catalysts that may lead to superior relative earnings growth. Lord Abbett Large Cap Fact Sheet
LSV Value Equity Fund (LSVEX)
The Fund seeks long-term growth of capital. The fund normally invests at least 65% of assets in common stocks of large and medium U.S. companies which, in the advisor's opinion, are undervalued in the marketplace at the time of purchase. LSV Value Equity Prospectus
Wellington Diversified Growth Portfolio
The investment objective of the Diversified Growth Portfolio is to provide long-term returns above those of the Russell 1000 Growth Index. The investment process leverages the extensive research resources of the firm and emphasizes a balance of growth, valuation, and quality criteria in selecting stocks. Wellington Fact Sheet
Columbia Acorn Fund (ACRNX)
A common stock fund that seeks capital appreciation through investment in small, rapidly growing companies in both U.S. and foreign markets. Columbia Acorn Prospectus
Ariel Fund (ARGFX)
A common stock fund which provides capital appreciation through investment in the common stocks of smaller, undervalued growth companies that are also considered socially responsible. Ariel Prospectus
Janus Overseas Fund (JIGFX)
The Janus Overseas Fund (Class I) seeks long-term growth of capital. The fund normally invests at least 80% of assets in equity securities of issuers, typically from countries outside of the United States. It may at times invest in U.S. issuers and may invest all assets in a single country. The fund may have significant exposure to emerging markets. It may invest without limit in foreign equity and debt securities. Janus Overseas Prospectus
Invesco International Growth Equity Trust
The investment objective of this collective trust fund is to seek long-term growth of capital by investing in a diversified portfolio of reasonably priced, quality international companies with strong fundamentals and/or accelerating earnings growth. Invesco Growth Fact Sheet
William Blair International Small Cap Growth Fund (WISIX)
The William Blair International Small Cap Growth Fund seeks long-term capital appreciation. The Fund pursues its objective by investing at least 80% of its assets in a diversified portfolio of common stocks of small cap companies. The Fund will invest in companies with market capitalizations of $5 billion or less. Fund’s manager seeks to invest in stocks of well-managed, quality growth companies expected to maintain superior growth, profitability and quality relative to local markets and relative to companies within the same industry worldwide. William Blair International Small Cap Prospectus
Northern Small Cap Value Fund (NOSGX)
The fund's manager uses a quantitative model that selects small-cap stocks that trade cheaply relative to book value. His secondary screen considers price relative to earnings, cash flow, and sales. The fund holds tiny positions in hundreds of stocks. Its sector weightings are now loosely aligned with the Russell 2000 Value Index's. Northern Small Cap Prospectus