Investment Options
A diversified menu of investment options lets you choose an allocation that best meets your unique needs, risk tolerance, and time horizon. The Investment Fund Overview (updated quarterly) for your HRA plan lists available options and historical performance.
Your HRA assets are invested in the default investment allocation until you choose something else. The default is a 100% allocation to a BlackRock LifePath® Index target date fund based on your date of birth (at the time of your enrollment) and assumed retirement at or around age 65. To check or change your investment allocation, if needed, log in and access your HRA online portal, then click Investments. Changes are allowed once per calendar month.
Customer Care Center representatives do not give investment advice. You should consult with a professional financial advisor and carefully read the fund fact sheets and prospectuses before making investment decisions. The investment lineup with direct links to fund fact sheets and prospectuses is listed below.
Fund Name (listed alphabetically) | Ticker | Asset Class | Risk Level |
---|---|---|---|
Artisan International Fund Investor Class
|
ARTIX | International Equity | High |
BlackRock LifePath® Index 2030 K |
LINKX | Target Date Fund | Moderate |
BlackRock LifePath® Index 2035 K |
LIJKX | Target Date Fund | Moderate |
BlackRock LifePath® Index 2040 K |
LIKKX | Target Date Fund | High |
BlackRock LifePath® Index 2045 K |
LIHKX | Target Date Fund | High |
BlackRock LifePath® Index 2050 K |
LIPKX | Target Date Fund | High |
BlackRock LifePath® Index 2055 K |
LIVKX | Target Date Fund | High |
BlackRock LifePath® Index 2060 K |
LIZKX | Target Date Fund | High |
BlackRock LifePath® Index 2065 K |
LIWKX | Target Date Fund | High |
BlackRock LifePath® Index 2070 K |
LIYKX | Target Date Fund | High |
BlackRock LifePath® Index Retirement Fund K |
LIRKX | Target Date Fund | Moderate |
DFA U.S. Targeted Value Portfolio Institutional |
DFFVX | Domestic Equity | High |
Dodge & Cox Stock Fund X |
DOXGX | Domestic Equity | High |
MissionSquare PLUS Fund S11 Fact Sheet | No Prospectus |
-- | Stable Value Fund | Low |
PGIM Total Return Bond Fund R6 |
PTRQX | Domestic Fixed Income | Low |
T. Rowe Price Large-Cap Growth I |
TRLGX | Domestic Equity | High |
Vanguard Extended Market Index Institutional |
VIEIX | Domestic Equity | High |
Vanguard Inflation-Protected Securities Admiral |
VAIPX | Domestic Fixed Income | Low |
Vanguard Large Cap Index Institutional |
VLISX | Domestic Equity | High |
Vanguard Total Bond Market Index Institutional |
VBTIX | Domestic Fixed Income | Low |
Vanguard Total International Stock Index Institutional |
VTSNX | International Equity | Low |
William Blair Small-Mid Cap Growth I |
WSMDX | Domestic Equity | High |