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Collective Investment Fund Fact Sheets

Fund Fact Sheets
Please select one of the links below to view specific fund listings.

401(k) Roadmap Funds Amundi Global Emerging Market Equity Funds  |

Batterymarch Fund  | Brandywine Fund  | ClariVest Funds Clear Sailing Funds

ClearBridge Fund | FACETS Funds | First Trust Funds | Hamilton Capital Funds |

Haverford Funds | HB&T Funds | HB&T Stable Value Funds | Horizon Funds |

 Merganser Funds | MIZĀN Funds | P-Solve Funds | Rehmann/Pension Portfolio Mgmt Funds|

Rhumbline FundsRoyce Funds | Sage Funds | SMART Funds® Trademark Capital Funds |

Vanguard Risk Based Managed Trust Funds | Western Asset Funds |

 

401(k) Roadmap Funds
401(k) Roadmap Fund R5
401(k) Roadmap 2015 Fund R5
401(k) Roadmap 2020 Fund R5
401(k) Roadmap 2025 Fund R5
401(k) Roadmap 2030 Fund R5
401(k) Roadmap 2035 Fund R5
401(k) Roadmap 2040 Fund R5
401(k) Roadmap 2045 Fund R5
401(k) Roadmap 2050 Fund R5

 

Amundi Global Emerging Market Equity Funds
Amundi Global Emerging Market Equity Fund R1

 

Batterymarch Fund
Batterymarch International Small Capitalization Equity CIF R1

 

Brandywine Fund
BW Global Investment Grade Fixed Income CIF R1

 

ClariVest Market Equity Funds
ClariVest Emerging Markets Equity Collective Fund R1
ClariVest Emerging Markets Equity Collective Fund R2
ClariVest Emerging Markets Equity Collective Fund R3
ClariVest International Equity Collective Fund R1
ClariVest International Equity Collective Fund R2
ClariVest International Equity Collective Fund R3
ClariVest Small Cap Value Collective Fund R2
ClariVest Small Cap Value Collective Fund R3

Clear Sailing Funds
Clear Sailing Investment Group Conservative Fund R1
Clear Sailing Investment Group Conservative Fund R2
Clear Sailing Investment Group Conservative Balanced Fund R1
Clear Sailing Investment Group Conservative Balanced Fund R2
Clear Sailing Investment Group Balanced Fund R1
Clear Sailing Investment Group Balanced Fund R2
Clear Sailing Investment Group Growth Fund R1
Clear Sailing Investment Group Growth Fund R2

ClearBridge Fund
ClearBridge Value Equity CIF R1

FACETS Funds
FACETS Lifestyle Aggressive R4
FACETS Lifestyle Aggressive R5
FACETS Lifestyle Aggressive R6
FACETS Lifestyle Conservative R4
FACETS Lifestyle Conservative R5
FACETS Lifestyle Conservative R6
FACETSLifestyleModerateR4
FACETSLifestyleModerateR5
FACETSLifestyleModerateR6
FACETS Target Retirement 2015 R4
FACETS Target Retirement 2015 R5
FACETS Target Retirement 2015 R6
FACETS Target Retirement 2025 R4
FACETS Target Retirement 2025 R5
FACETS Target Retirement 2025 R6
FACETS Target Retirement 2035 R4
FACETS Target Retirement 2035 R5
FACETS Target Retirement 2035 R6

First Trust Funds
First Trust Counter Inflation Portfolio R1
First Trust Counter Inflation Portfolio R2
First Trust Counter Inflation Portfolio R3
First Trust All Equity Allocation Portfolios R1
First Trust All Equity Allocation Portfolios R2
First Trust All Equity Allocation Portfolios R3
First Trust Target Date Fund 2010 R1
First Trust Target Date Fund 2010 R2
First Trust Target Date Fund 2010 R3
First Trust Target Date Fund 2020 R1
First Trust Target Date Fund 2020 R2
First Trust Target Date Fund 2020 R3
First Trust Target Date Fund 2030 R1
First Trust Target Date Fund 2030 R2
First Trust Target Date Fund 2030 R3
First Trust Target Date Fund 2040 R1
First Trust Target Date Fund 2040 R2
First Trust Target Date Fund 2040 R3
Utilizing First Trust Target Strategies

Hamilton Capital Funds
Hamilton Capital Dynamic Equity Fund R
Hamilton Capital Dynamic Equity Fund R0

Haverford Funds
Haverford Aggressive Collective Fund R1
Haverford Moderately Aggressive Collective Fund R1
Haverford Balanced Collective Fund R1
Haverford Moderately Conservative Collective Fund R1

HB&T Funds
HB&T Fixed Income Fund    
HB&T Short Term Income Fund    
HB&T Large Cap 500 Index Fund R1    
HB&T Large Cap 500 Index Fund R2    
HB&T Large Cap 500 Index Fund R3    
HB&T Mid Cap Blend Index Fund R1    
HB&T Mid Cap Blend Index Fund R2    
HB&T Mid Cap Blend Index Fund R3    
   

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HB&T Stable Value Funds
HB&T MetLife Stable Value Fund #29551 R1
HB&T MetLife Stable Value Fund #29551 R2
HBS MetLife Stable Value Fund R1
HBS MetLife Stable Value Fund R2

Horizon Funds
Horizon Conservative with Risk Assist Fund R1
Horizon Conservative with Risk Assist Fund R2
Horizon Conservative with Risk Assist Fund R3
Horizon Conservative with Risk Assist Fund R4
Horizon Conservation Plus with Risk Assist Fund R1
Horizon Conservation Plus with Risk Assist Fund R2
Horizon Conservation Plus with Risk Assist Fund R3
Horizon Conservation Plus with Risk Assist Fund R4
Horizon Focused with Risk Assist Fund R1
Horizon Focused with Risk Assist Fund R2
Horizon Focused with Risk Assist Fund R3
Horizon Focused with Risk Assist Fund R4
Horizon Growth with Risk Assist Fund R1
Horizon Growth with Risk Assist Fund R2
Horizon Growth with Risk Assist Fund R3
Horizon Growth with Risk Assist Fund R4
Horizon Moderate with Risk Assist Fund R1
Horizon Moderate with Risk Assist Fund R2
Horizon Moderate with Risk Assist Fund R3
Horizon Moderate with Risk Assist Fund R4

Merganser Funds
Merganser Core Bond Institutional Trust R1
Merganser Short Term Bond Institutional Trust R1

MIZĀN Funds
MIZĀN All Equity Moderate Allocation Fund R1
MIZĀN All Equity Moderate Allocation Fund R2
MIZĀN All Equity Moderate Allocation Fund R3

P-Solve Funds
P-Solve Long Credit Fund R
P-Solve Return Seeking Fund R

Rehmann/Pension Portfolio Mgmt Funds
Advice Portfolios Growth Fund R
Advice Portfolios Growth Fund R2
Advice Portfolios Growth Fund R3
Advice Portfolios High Growth Fund R
Advice Portfolios High Growth Fund R2
Advice Portfolios High Growth Fund R3
Advice Portfolios Moderate Fund R
Advice Portfolios Moderate Fund R2
Advice Portfolios Moderate Fund R3
Advice Portfolios Moderate Conservative Fund R
Advice Portfolios Moderate Conservative Fund R2
Advice Portfolios Moderate Conservative Fund R3
Advice Portfolios Moderate Growth Fund R
Advice Portfolios Moderate Growth Fund R2
Advice Portfolios Moderate Growth Fund R3
 
Tactical Core Stable Value Fund R
Tactical Core Stable Value Fund R2

Rhumbline Funds
RhumbLine S&P 500 Index Plus Fund R
RhumbLine S&P 500 Index Plus Fund R1
RhumbLine Mid Cap Index Fund R
RhumbLine Mid Cap Index Fund R1

Royce Funds
Royce Premier Collective Trust Fund R-Inst
Royce Small-Cap Collective Trust Fund R-Inst
Royce Small-Cap Collective Trust Fund R

Sage Funds
Sage All Cap Equity Plus Fund R1
Sage Growth Fund R1
Sage Moderate Growth Fund R1
Sage Moderate Fund R1
Sage Conservative Fund R1
Sage Core Plus Fixed Income Fund R1
Sage Target Date 2015 Fund R1
Sage Target Date 2025 Fund R1
Sage Target Date 2035 Fund R1
Sage Target Date 2045 Fund R1
Sage Target Date 2055 Fund R1
Sage Target Date Retirement Income Fund R1
Sage Cash Balance Growth Fund R1
Sage Cash Balance Moderate Fund R1
Sage Cash Balance Conservative Fund R1

SMART Funds®
SMART Funds® Today R1   SMART Funds® 2040 R1
SMART Funds® Today R2   SMART Funds® 2040 R2
SMART Funds® Today R3   SMART Funds® 2040 R3
SMART Funds® Today R-Inst   SMART Funds® 2040 R-Inst
SMART Funds® 2020 R1   SMART Funds® 2050 R1
SMART Funds® 2020 R2   SMART Funds® 2050 R2
SMART Funds® 2020 R3   SMART Funds® 2050 R3
SMART Funds® 2020 R- Inst   SMART Funds® 2050 R-Inst
SMART Funds® 2030 R1    
SMART Funds® 2030 R2    
SMART Funds® 2030 R3    
SMART Funds® 2030 R-Inst  

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Trademark Capital Funds
Trademark Capital Target Retirement 2010 R
Trademark Capital Target Retirement 2010 R1
Trademark Capital Target Retirement 2010 R2
Trademark Capital Target Retirement 2010 R3
Trademark Capital Target Retirement 2010 R4
Trademark Capital Target Retirement 2010 R5
Trademark Capital Target Retirement 2010 R6
Trademark Capital Target Retirement 2020 R
Trademark Capital Target Retirement 2020 R1
Trademark Capital Target Retirement 2020 R2
Trademark Capital Target Retirement 2020 R3
Trademark Capital Target Retirement 2020 R4
Trademark Capital Target Retirement 2020 R5
Trademark Capital Target Retirement 2020 R6
Trademark Capital Target Retirement 2030 R
Trademark Capital Target Retirement 2030 R1
Trademark Capital Target Retirement 2030 R2
Trademark Capital Target Retirement 2030 R3
Trademark Capital Target Retirement 2030 R4
Trademark Capital Target Retirement 2030 R5
Trademark Capital Target Retirement 2030 R6
Trademark Capital Target Retirement 2040 R
Trademark Capital Target Retirement 2040 R1
Trademark Capital Target Retirement 2040 R2
Trademark Capital Target Retirement 2040 R3
Trademark Capital Target Retirement 2040 R4
Trademark Capital Target Retirement 2040 R5
Trademark Capital Target Retirement 2040 R6
Trademark Capital Target Retirement 2050 R
Trademark Capital Target Retirement 2050 R1
Trademark Capital Target Retirement 2050 R2
Trademark Capital Target Retirement 2050 R3
Trademark Capital Target Retirement 2050 R4
Trademark Capital Target Retirement 2050 R5
Trademark Capital Target Retirement 2050 R6

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Vanguard Risk Based Managed Trust Funds
Vanguard 100% Fixed Income Managed Trust Fund R
Vanguard 100% Fixed Income Managed Trust Fund R1
Vanguard 100% Fixed Income Managed Trust Fund R2
Vanguard 100% Fixed Income Managed Trust Fund R3
Vanguard 100% Fixed Income Managed Trust Fund R4
Vanguard 100% Fixed Income Managed Trust Fund R-Inst
Vanguard 20/80 - Conservative Managed Trust Fund R
Vanguard 20/80 - Conservative Managed Trust Fund R1
Vanguard 20/80 - Conservative Managed Trust Fund R2
Vanguard 20/80 - Conservative Managed Trust Fund R3
Vanguard 20/80 - Conservative Managed Trust Fund R4
Vanguard 20/80 - Conservative Managed Trust Fund R-Inst
Vanguard 40/60 - Moderate Managed Trust Fund R
Vanguard 40/60 - Moderate Managed Trust Fund R1
Vanguard 40/60 - Moderate Managed Trust Fund R2
Vanguard 40/60 - Moderate Managed Trust Fund R3
Vanguard 40/60 - Moderate Managed Trust Fund R4
Vanguard 40/60 - Moderate Managed Trust Fund R-Inst
Vanguard 60/40 - Moderate Aggressive Managed Trust Fund R
Vanguard 60/40 - Moderate Aggressive Managed Trust Fund R1
Vanguard 60/40 - Moderate Aggressive Managed Trust Fund R2
Vanguard 60/40 - Moderate Aggressive Managed Trust Fund R3
Vanguard 60/40 - Moderate Aggressive Managed Trust Fund R4
Vanguard 60/40 - Moderate Aggressive Managed Trust Fund R-Inst
Vanguard 70/30 - Moderate Aggressive Growth Managed Trust Fund R
Vanguard 70/30 - Moderate Aggressive Growth Managed Trust Fund R1
Vanguard 70/30 - Moderate Aggressive Growth Managed Trust Fund R2
Vanguard 70/30 - Moderate Aggressive Growth Managed Trust Fund R3
Vanguard 70/30 - Moderate Aggressive Growth Managed Trust Fund R4
Vanguard 70/30 - Moderate Aggressive Growth Managed Trust Fund R-Inst
Vanguard 80/20 - Aggressive Managed Trust Fund R
Vanguard 80/20 - Aggressive Managed Trust Fund R1
Vanguard 80/20 - Aggressive Managed Trust Fund R2
Vanguard 80/20 - Aggressive Managed Trust Fund R3
Vanguard 80/20 - Aggressive Managed Trust Fund R4
Vanguard 80/20 - Aggressive Managed Trust Fund R-Inst
Vanguard 100% Equity Managed Trust Fund R
Vanguard 100% Equity Managed Trust Fund R1
Vanguard 100% Equity Managed Trust Fund R2
Vanguard 100% Equity Managed Trust Fund R3
Vanguard 100% Equity Managed Trust Fund R4
Vanguard 100% Equity Managed Trust Fund R-Inst

Western Asset Funds
Western Asset Core Plus Bond CIF R1
Western Asset Global Strategic Income CIF R3