Plan Investment Structure and Strategies

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Presentation transcript:

Plan Investment Structure and Strategies Path 1: Professionally Allocated Path 2: Build Your Own Core Investment Funds Target Date Funds Passive Active Target Date Funds: - State Street Global Advisors Target Retirement Class W* S&P 500 Index SSgA S&P 500 Index K 2 Large Cap Funds (Growth/Value) T Rowe Price Large Cap Core Growth Dodge & Cox Stock Small-Mid Cap Index SSgA Small Cap Completeness K 1 Small/Mid Cap Fund (Core) Wellington SMID Cap Research Equity International Index SSgA MSCI ACWI ex-US K 1 International Fund (Core Diversified) American Funds EuroPacific R6 Bond Index SSgA BBg US Aggregate Bond K Multi-Asset GMO Benchmark Free Allocation Series High Income PIMCO Income Core Bond Prudential Core Fixed Income Target Date Domestic Equity International Equity Core Fixed Income Hybrid Fixed Income Other (Asset Allocation/Balanced) Stable Value Wells Fargo (Galliard) * Includes Retirement Fund and all funds in 5 year increments. 1 1

Core Investment Funds What is the difference between an index/passive fund and an active fund?