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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. |
| AIM
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Deleware Funds |
PIMCO |
| AFBA 5Star Funds |
Eaton Vance |
Pioneer Investments |
| Alliance Bernstein
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Fifth Third Funds |
Scudder |
| American Century
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Franklin Templeton |
SSgA |
| American Funds
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Goldman Sachs |
Thornburg Investsments |
| Bridgeway Funds
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INVESCO |
Van Kampen |
| Columbia Funds
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Munder |
Victory |
| Davis Funds
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Oppenheimer |
Principal Investors Funds |
| Putnam
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Pacific Life |
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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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