Investment Options

We have several investment options for you to choose from, including the Alliance Development Fund. All funds are reviewed regularly quarterly by our Alliance Benefit Board and Investment Committee. You may view up-to-date fund information online.
 

You 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

You may also build your own strategy from the following funds, in 5% increments:

• American Funds Euro Pacific R4
• Baron Small Cap Fund
• Columbia Small Cap Value Fund II
• Aston/Fairpointe 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 (Fixed Income)
• Ave Maria Growth
• Oppenheimer Developing Markets A
• Prudential High-Yield Bond A
• Prudential Jennison Natural Resources A
• Steward Large Cap Enhanced Index Inst
• Cohen & Steers Instl Realty Shares
• Templeton Global Bond A

Two of these funds, Ave Maria Growth and Steward Large Cap Enhanced Index Inst, are biblically screened funds, meaning they limit investments in things like abortion, pornography, gambling and tobacco.

Investment Performance 4-30-13

Need help deciding?

C&MA 403(b) participants may call Strategic Financial Partners at 866-963-1843