Investment Strategies

Employees may invest in one of the following pre-mixed Investment Profiles:

  • Maxim Lifetime 2015 Portfolio II T
  • Maxim Lifetime 2025 Portfolio II T
  • Maxim Lifetime 2035 Portfolio II T
  • Maxim Lifetime 2045 Portfolio II T
  • Maxim Lifetime 2055 Portfolio II T

 Employees may also build their own strategy by choosing a mix from the following funds (allocation must be in 5% increments):

  • American Funds Euro Pacific R4
  • Baron Small Cap Fund
  • Columbia Small Cap Value Fund II
  • Aston/Fairpoint Mid Cap Fund N
  • JP Morgan Mid Cap Value Select
  • American Century Growth A
  • Dreyfus S & P 500 Index Fund
  • Invesco Van Kampen Growth & Income Fund
  • PIMCO Total Return Fund Admin
  • Alliance Development Fund
  • Ave Maria Growth
  • Oppenheimer Developing Markets A
  • Prudential High-Yield Bond A
  • Prudential Jennison Natural Resources A
  • LKCM Aquinas Value
  • Cohen & Steers Instl Realty Shares
  • Templeton Global Bond A

Two of these funds, Ave Maria Growth and LKCM Aquinas Value, are biblically screened funds, meaning they limit investments in things like abortion, alcohol, pornography, gambling and tobacco.

CONTACT

Company Alliance Benefits
Hours

8am-5pm MT

Mon-Fri

Phone (800) 700-2651
E-mail

retirement@cmalliance.org