Single Fund Investment Options
Consider this if you’re looking to take a more focused approach to investing.
Sometimes, you might want investment options that are highly focused. Perhaps you want to make your choice based on the investment strategy of a single underlying fund.
The Single Fund Investment Option may offer a range of investment types for a variety of objectives and risk profiles.
Whatever your choice, a Single Fund Investment Option might be an investment path you wish to explore.
How the Single Fund Investment Options work
These investment options are each invested solely in shares of a single underlying fund. For those investment options invested in an underlying fund, their performance is entirely reliant on the performance of that underlying fund. You should be aware that participants do not own shares of the underlying funds directly. Each of the Single Fund Investment Options is described in more detail below.
| Investment Name | Risk Level | Investment Objective | Allocation | ||
|---|---|---|---|---|---|
| U.S. Equity Index Option | Aggressive | This Investment Option seeks to provide a favorable long-term total return, mainly from capital appreciation. |
|
||
| Large Cap Growth Equity Index Option | Aggressive | This Investment Option seeks to provide investment performance that corresponds to the performance of a benchmark index that measures the investment return of large-capitalization growth stocks. |
|
||
| Large Cap Value Equity Index Option | Aggressive | This Investment Option seeks to provide investment performance that corresponds to the performance of a benchmark index that measures the investment return of large-capitalization value stocks. |
|
||
| Small/Mid Cap Equity Index Option | Aggressive | This Investment Option seeks to provide investment performance that corresponds to the performance of a benchmark index that measures the investment return of small- and mid-capitalization stocks. |
|
||
| Emerging Markets Equity Index Option | Aggressive | This Investment Option seeks to provide investment performance that corresponds to the performance of a benchmark index that measures the investment return of stocks issued by companies located in emerging market countries. |
|
||
The investment options are subject to the risks of the underlying funds including the loss of principal.
Things to consider
Changing your investments
Once you invest in a particular investment option, you can transfer contributions and any earnings to another investment option up to twice per calendar year or upon a transfer of funds to an MESP account for a different beneficiary.
Periodically reviewing your investments
It’s a good idea to periodically reevaluate your investment strategy as your goals, investment horizon and personal situation changes—for example, annually at tax time, on a yearly basis if your income changes or upon the birth of another child.
More to explore
-
Compare investment options
We make it easy to choose investment options that fit your financial needs and savings goals.
Discover your options -
Planning tools
Explore a range of planning tools to help discover your financial needs and your savings goals.
Discover the tools -
