TIER IV – Specialty Funds
Monthly Performance (available 16 business days after month end)
Investment Overview
The Tier IV – Specialty Funds are for the experienced is investor who wants to further customize their investments. This tier provides investment choices beyond what are available in Tiers I, II and III. These funds enable you to further design your own investment strategy by gaining exposure to specialized sectors within the markets. Here are the Specialty Fund choices:
| Fund Name |
Asset Class |
| Vanguard Federal Money Market – VMFXX |
Capital Preservation |
| Metro West Total Return Bond Plan – Separate Account |
Fixed Income |
| DFA Inflation-Protected Securities I – DIPSX |
US TIPS |
| Columbia High Yield Bond Instl 3 – CHYYX |
High Yield Fixed Income |
| AB Global Bond Z – ANAZX |
Global Fixed Income |
| BPCIT LCV Fund CL D – CIT |
Large Cap Value |
| Fidelity Growth Company K6 – FGKFX |
Large Cap Growth |
| Ceredex Mid Cap Value Equity – CIT |
Mid Cap Value |
| Janus Henderson Enterprise N – JDMNX |
Mid Cap Growth |
| Goldman Sachs Small Cap Value R6 – GSSUX |
Small Cap Value |
| Fidelity Small Cap Growth K6 – FOCSX |
Small Cap Growth |
| American Funds New Perspective R6 – RNPGX |
Global Equity |
| Lazard Intl Strategic Equity Instl – LISIX |
World Ex-US Equity |
| TS&W International Small Cap Equity – CIT |
World Ex-US Small Cap |
| Aberdeen Emerging Markets – CIT |
Emerging Markets |