FUNDS AND STRATEGIES

Fixed Income Funds

Fixed income funds invest in debt instruments that provide a return in the form of fixed periodic payments and the eventual return of principal at maturity.

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Fixed Income I Fund

Designed to provide current income and capital appreciation through a variety of diversified strategies. Seeks favorable returns comparable to the broad fixed income market, as measured by the Bloomberg U.S. Aggregate Bond Index.

Fixed Income II Fund

The investment objective is to provide current income and capital preservation with a focus on short duration securities. The Fund’s benchmark index is the ICE BofA 1-3 Year U.S. Treasury Index, which is representative of coupon-bearing U.S. Treasury debt with terms to maturity of at least one year.

Multi-Manager Bond Fund

Designed to provide current income, and as a secondary objective, capital appreciation through a variety of diversified strategies. It seeks to outperform the Bloomberg U.S. Aggregate Bond Index over an interest rate cycle.

Enhanced Index Bond Fund

Designed to preserve capital and provide current income. It seeks favorable returns comparable to the broad fixed income market, as measured by the Bloomberg U.S. Aggregate Bond Index.

Investment Contract Fund

The fund seeks to provide safety of principal and a favorable rate of return.

Inflation Protected Securities Fund

The fund seeks to provide investors with protection from inflation exposure by investing in U.S. Treasury inflation-protected securities (TIPS) of varying maturities. The Fund seeks to replicate the risk and return characteristics of the Bloomberg Capital U.S. TIPS Index (Series-L).

Short-Term Investment Fund

The fund seeks to provide current income and preservation of capital with a focus on short duration securities.

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Defined benefit plans   Defined contribution plans   Non-profits   Healthcare systems

 

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