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• Category

  Large-cap U.S. stock funds
• Features

  • Invest primarily in stocks that fall in the top 70% of the U.S. market capitalization range.
  • Includes Large-cap Growth, Value, and Blend funds.  

• Category

  Small- and mid-cap U.S. stock funds
• Features

  • Small-caps invest in stocks falling in the bottom 10% of the U.S. market cap range.
  • Mid-caps invest primarily in stocks that fall in the next 20% of the range above the small-cap stocks.  

• Category

  International stock funds
• Features

  • Typically have less than 20% of assets invested in the United States.
  • Includes World Large Stock, Regional, and Emerging market funds.

• Category

  Specialty funds
• Features

  • Concentrated investments in firms in specific industries that produce related products or services.
  • In general, have a low correlation to market indices.
  • Can be more volatile than broadly diversified equity funds.
  • Includes Alternative, Sector, and Commodity funds.

• Category

  Taxable bond funds
• Features

  • Generally invest in the debt obligations issued by the U.S. Treasury, other U.S. government agencies, and U.S. corporations.
  • May invest in high-yield and foreign (non-U.S.) bonds.

• Category

  Tax-free bond funds
• Features

  • Primarily invest in municipal bonds generally issued by state and local governments to fund general expenditures and public projects.
  • Investment income may be subject to certain state and local income taxes or alternative minimum tax (AMT).

• Category

  Allocation funds
• Features

  • Balanced funds invest in a mix of stocks, bonds, and cash within one fund.
  • Also includes Convertible funds and Target Date funds.