Investment options

General Information

Funds

Select a fund for detailed information about each of the funds, including past performance and investment objectives.

Stability of principal

Fund Ticker Net
management
fee*
Voya Fixed Plus III N/A N/A**
Federated US Treasury Cash UTIXX 0.20%

Bond

Fund Ticker Net
management
fee*
Vanguard Total Bond Market VBTLX 0.05%
Vanguard Short-Term Bond Index VBITX 0.05%

Inflation protection

Fund Ticker Net
management
fee*
Vanguard Inflation-Protected Securities VIPIX 0.07%

U.S. large-cap stock

Fund Ticker Net
management
fee*
American Growth Fund of America RGAGX 0.30%
Dodge and Cox Stock DODGX 0.42%
Northern Global Sustainability Index NSRIX 0.20%
Vanguard Institutional Index VIIIX 0.02%
Vanguard Total Stock Market Index VSMPX 0.02%
TIAA-CREF Social Choice Equity TISCX 0.18%

U.S. small/mid-cap stock

Fund Ticker Net
management
fee*
Vanguard Mid Cap Index VMCIX 0.04%
Vanguard Small Cap Index VSCIX 0.04%

Global stock

Fund Ticker Net
management
fee*
GMO Global Equity Asset Allocation GMADX 0.58%

Foreign stock

Fund Ticker Net
management
fee*
Artisan International ARTIX 0.84%
DFA International Small Company DFISX 0.44%
Dodge and Cox International Stock DODFX 0.53%
Vanguard Developed Markets Index VDIPX 0.04%
Vanguard Emerging Markets Index VEMIX 0.10%

Other

Fund Ticker Net
management
fee*
Vanguard Real Estate Index VGSNX 0.10%
PIMCO All Asset PAAIX 0.92%

* Net management fee is the expense ratio minus revenue sharing, if applicable.

** Please refer to the fund information book for more information.

This information is for general discussion purposes only. Prior to investing, you should carefully review all fund information and objectives contained in the Investment Fund Prospectus, and consult with your investment advisor.

For more detailed information on the investment lineup, including investment objectives, expense ratios and performance information, please review the fund information book or view summary prospectus.