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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 NY Venture. Excelsior Value & Restructuring. Growth Fund of America.

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Our Investment Menu

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  1. 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.

  2. 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

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