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.