Our investment menu
This presentation is the property of its rightful owner.
Sponsored Links
1 / 2

Our Investment Menu PowerPoint PPT Presentation


  • 105 Views
  • Uploaded on
  • Presentation posted in: General

Value. Blend. Growth. Large Cap. Mid Cap. Small Cap. Lifecycle Funds - T. Rowe Retirement 2010 R - T. Rowe Retirement 2020 R - T. Rowe Retirement 2030 R - T. Rowe Retirement 2040 R. Our Investment Menu. Davis NY Venture. Excelsior Value & Restructuring. Growth Fund of America.

Download Presentation

Our Investment Menu

An Image/Link below is provided (as is) to download presentation

Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.


- - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - -

Presentation Transcript


Our investment menu

Value

Blend

Growth

Large Cap

Mid Cap

Small Cap

Lifecycle Funds

- T. Rowe Retirement 2010 R

- T. Rowe Retirement 2020 R

- T. Rowe Retirement 2030 R

- T. Rowe Retirement 2040 R

Our Investment Menu

Davis NYVenture

ExcelsiorValue &Restructuring

Growth Fundof America

FederatedMid-CapGrowthStrategies

FranklinBalanceSheet

FederatedMid-Cap Index

ColumbiaAcorn

OppenheimerSmall / Mid

RoyceOpportunity

American EuroPacific

Growth

Oppenheimer

Developing Markets

Stable Value

Fixed Income

Balanced

Equity

Int’l Equity

Fed.US Gov’t2-5 years

VanguardWellington

Dodge &CoxIncome

FederatedCapitalPreservation

International investing involves special risks including currency risk, political risks, and increased volatility of foreign securities.

An investment in money market funds is neither insured nor guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although money market funds seek to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in these funds. Small company stocks may be less liquid and subject to greater price volatility than large capitalization stocks.


Our investment menu

Note: this illustration provides a general characterization of various asset classes based on historic, long term results. Results in any one year or time period may differ from that shown. Always read fund prospectuses and other literature to determine which mix of funds is most suited to your time horizon and unique investment needs.

Foreign emerging stock

How these categories break down further

Foreign stock

Higher

Expected

Return

World stock

Small cap stock

Mid-cap stock

Large cap stock

Balanced / Lifecycle

increasing

High yield bond, long term or foreign bonds

Intermediate term bond (corporate, government)

Short term bond

Lower

Expected

Return

Money market / stable value

Higher

Expected

Risk

Lower

Expected

Risk

increasing


  • Login