Retirement Plan Investment Options
The following investment options are available for SchoolsFirst FCU/Nationwide school employee retirement plans:
Risk Profile Funds (Life Style Funds)
- Investor Destination Aggress (970)(NDASX)
- Investor Destination Mod Aggress (971)(NDMSX)
- Investor Destination Moderate (972)(NSDMX)
- Investor Destination Mod Conserv (973)(NSDCX)
- Investor Destination Conservative (974)(NDCSX)
Bond Funds
- *American High Income Trust (1491)(RITFX)
- Franklin Strategic Income (493)(FRSTX)
- Goldman Sachs Short Dur Gov’t (668)(GSSDX)
- *Dodge & Cox Income Fund (1389)(DODIX)
- MFS Research Bond (634)(MRBFX)
- Pimco Low Duration (675)(PTLAX)
- Pimco Real Return (676)(PRTNX)
- Pimco Total Return (138)(PTTAX)
- Pioneer High Yield (650)(TAHYX)
- Strong Gov’t Securities (876)(STVSX)
Balanced Funds
- *Income Fund of America (1398)(RIDFX)
- *Vanguard Asset Allocation Fund (1503)(VAAPX)
- Fidelity Advisor Freedom 2045 A (1893)(FFFZX)
- Fidelity Advisor Freedom 2050 A (1894)(FFFLX)
- Fidelity Advisor Freedom 2005 A (1291)(FFAVX)
- Fidelity Advisor Freedom 2015 A (1292)(FFVAX)
- Fidelity Advisor Freedom 2025 A (1293)(FATWX)
- Fidelity Advisor Freedom 2035 A (1294)(FATHX)
- Fidelity Advisor Freedom 2010 A (1303)(FACFX)
- Fidelity Advisor Freedom 2020 A (1304)(FDAFX)
- Fidelity Advisor Freedom 2030 A (1305)(FAFEX)
- Fidelity Advisor Freedom 2040 A (1306)(FAFFX)
Large Cap Funds
- *American Mutual (1492)(RMFFX)
- *Growth Fund of America (1397)(RGAFX)
- Calvert Social Index Fund (263)(CSXAX)
- MFS Value (439)(MEIAX)
- Van Kampen Comstock (910)(ACSTX)
- *Vanguard Growth Index Fund (1508)(VIGRX)
Mid Cap Funds
- Franklin Balance Sheet Inv (975)(FRBSX)
- Goldman Sachs Growth Opp (278)(GGOAX)
- Lord Abbett Mid Cap Value (631)(LAVLX)
- One Group Mid Cap Growth (932)(OSGIX)
- T. Rowe Price Mid Cap Value (1087)(RRMVX)
Small Cap Funds
- AIM SmallCap Equity Fund A (1234)(SMEAX)
- Oppenheimer Main St Small Cap (377)(OPMSX)
- Strong Adv Small Cap Value (302)(SMVAX)
- *Vanguard Explorer Fund (1505)(VEXPX)
- *Vanguard Small Cap Growth Index (1446)(VISGX)
International Funds
- *Capital World Growth & Income (1395)(RWIFX)
- *Dodge & Cox International (1571)(DODFX)
- Franklin Mut Discovery (978)(TEDIX)
- Harbor International Fund (1027)(HIINX)
- Templeton Foreign (550)(TEMFX)
Stable Value Funds
- **Fixed Account (8002)
- Gartmore Money Market (688)(GMIXX)
In addition to the applicable mutual fund expense ratio, each plan investment is subject to a 0.25 percent annual asset management fee.
*Vanguard, American and Dodge & Cox funds carry an additional 0.40 percent annual asset management fee.
**A market value adjustment may apply if money is moved out of the Fixed Account.
View performance data on these funds
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Investors should carefully consider a fund's investment goals, risks, charges, and expenses before investing.
To obtain a prospectus, which contains this and other information about the fund, please contact your investment
representative or call 714/258-4000 or 800/462-8328. Please read and consider the prospectus carefully before
investing or sending money.
*Representatives are registered, securities are sold, and investment advisory services are offered through CUNA Brokerage Services, Inc. (CBSI), member
FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value, and are not obligations of or guaranteed by SchoolsFirst FCU. CBSI is under contract with SchoolsFirst FCU, through the financial services program, to make securities available to Members.
CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty states of the United States of America.
