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.
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- T. Rowe Retirement 2010 R
- T. Rowe Retirement 2020 R
- T. Rowe Retirement 2030 R
- T. Rowe Retirement 2040 R
Growth Fundof America
OppenheimerSmall / Mid
Fed.US Gov’t2-5 years
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.
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
Small cap stock
Large cap stock
Balanced / Lifecycle
High yield bond, long term or foreign bonds
Intermediate term bond (corporate, government)
Short term bond
Money market / stable value