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TIER I – Target Risk Funds

YTD Performance

Monthly Performance (available 16 business days after month end)

Investment Overview

There are four Target Risk Funds – Income, Conservative, Moderate and Aggressive Target Risk Funds offer the simplicity of a diversified portfolio in a single investment fund. You have the option to select a fund based on your investment risk tolerance. Through this approach, a single target risk fund is designed to provide an efficient, balanced portfolio based on risk tolerances. The Target Risk Fund portfolios are primarily composed of the underlying Tier III – Actively Managed Funds with the target allocations indicated below.

Get a complete portfolio in a single fund

Less risk through broader diversification

A professionally managed asset mix

Automatic rebalancing

 INCOME FUND
Target Allocations
     65% Stable Value Fund 
     15% Vanguard Short TIPS Fund (VTAPX)
     10% International Stock Fund
     10% Large Cap Core Stock Fund
 CONSERVATIVE FUND
Target Allocations
     40% Stable Value Fund
     20% Fixed Income Fund
       5% Diversified Inflation Real Return Fund
     15% Large Cap Core Stock Fund
       5% Small/Mid Cap Core Stock Fund
     15% International Stock Fund
 MODERATE FUND
 Target Allocations
        8% Stable Value Fund
      24% Fixed Income Fund
      10% Diversified Inflation Real Return Fund
      25% Large Cap Core Stock Fund
        5% Small/Mid Cap Core Stock Fund
      28% International Stock Fund
  AGGRESIVE FUND
 Target Allocations
      15% Fixed Income Fund
      13% Diversified Inflation Real Return Fund
      32% Large Cap Core Stock Fund
        5% Small/Mid Cap Core Stock Fund
      35% International Stock Fund

 

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