Create your portfolio

Money market funds invest in high-quality, short-term government securities to provide liquidity and stable returns.

Taxable bonds/income funds invest in a diversified portfolio of income-generating, taxable fixed-income securities, including corporate and government bonds, to offer regular interest payments and potential capital gains.

Tax-exempt bond funds invest in a diversified portfolio of municipal bonds and other tax-free securities, providing investors with interest income that is generally exempt from federal income taxes.

Balanced funds invest in a mix of equities and fixed-income securities, aiming to provide a blend of growth and income while managing risk through diversification.

Large-cap equity funds invest in shares of well-established, financially stable companies with large market capitalizations, aiming for long-term growth and stability.

Aggressive bond funds invest in higher-yield, lower-credit-quality bonds, such as high-yield or emerging market debt, aiming for higher returns while accepting greater risk.

Aggressive equity funds focus on equities with significant growth potential, often in emerging sectors or smaller companies, seeking to maximize returns despite increased risk and volatility.

Sector funds concentrate their investments in a specific industry or sector, such as technology, healthcare, or energy, aiming to capitalize on the growth potential within that market segment.

International equity funds provide exposure to foreign equities, offering potential for higher returns and diversification benefits by investing in a wide range of international markets and economies.