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TIER IV – Specialty Funds

Monthly Performance (available 16 business days after month end)

Investment Overview

The Tier IV – Specialty Funds are for the experienced is investor who wants to further customize their investments. This tier provides investment choices beyond what are available in Tiers I, II and III. These funds enable you to further design your own investment strategy by gaining exposure to specialized sectors within the markets. Here are the Specialty Fund choices:

Fund Name Asset Class
Vanguard Federal Money Market – VMFXX Capital Preservation
Metro West Total Return Bond Plan – MWTSX Fixed Income
DFA Inflation-Protected Securities I – DIPSX  US TIPS
Columbia High Yield Bond Instl 3 – CHYYX High Yield Fixed Income
AB Global Bond Z – ANAZX Global Fixed Income
BPCIT LCV Fund CL D – CIT Large Cap Value
Fidelity Growth Company K – FGCKX Large Cap Growth
Ceredex Mid Cap Value Equity – CIT Mid Cap Value
Janus Henderson Enterprise N – JDMNX Mid Cap Growth
Goldman Sachs Small Cap Value R6 – GSSUX Small Cap Value
Fidelity Small Cap Growth K6 – FOCSX Small Cap Growth
Lazard/Wilmington Global Mgd Volatility 1 – CIT Global Low Volatility
Boston Partners Global Equity Instl – BPGIX Global Equity
Lazard Intl Strategic Equity Instl – LISIX World Ex-US Equity
TS&W International Small Cap Equity – CIT World Ex-US Small Cap
Aberdeen Emerging Markets M – CIT Emerging Markets

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