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Mutual Funds
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Through our in-house daily valuation recordkeeping system, our mutual fund partners bring you and your participants a broad range of high quality investment choices so you can build a fund lineup tailored to your needs.
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Sample of Fund Families |
Below is a list of some of our mutual fund partners. For a complete list of our fund family partners and how they would fit in your retirement plan, please contact a July sales consultant. |
| AFBA 5Star Funds
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Eaton Vance |
Oppenheimer |
| AIM |
Federated |
Pacific Life |
| Alliance Bernstein
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Franklin Templeton |
PIMCO |
| American Century
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Goldman Sachs |
Pioneer |
| American Funds
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INVESCO |
Principal Investors |
| Bridgeway Funds
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Janus |
Putnam |
| Columbia Funds
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John Hancock |
Thornburg |
| Davis Funds
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Lord Abbett |
Van Kampen |
| Delaware Funds
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Munder |
Victory |
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We have access to many other fund partners through the Sungard Transaction Network.
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Portfolio Diversification
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Because we have access to an extensive list of fund partners, you can build a diversified portfolio for your participants. We provide you access to true mutual fund investments covering every major asset category and investment style. We provide access to index funds, international funds, and a range of fixed income options.
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