Investments

 
Investment Fund Overview

 

You can invest your HRA assets among any of the available investment funds, and you can change your investment allocation(s) as often as once per calendar month. The Investment Fund Overview contains historical performance data for each of the available investment funds. The Investment Fund Overview is updated quarterly.

 

 

 

Fact Sheets

 

The fact sheet for each fund contains more detailed performance and other information. Generally, fact sheets are updated quarterly. Click a fund link below to open its fact sheet.

 

Vanguard High-Yield Corporate Admiral

Franklin Total Return A

Columbia US Treasury Index Institutional

Vanguard Total Bond Market Index Admiral

Vanguard LifeStrategy Growth Investor

Vanguard LifeStrategy Moderate Growth Investor

Vanguard LifeStrategy Conservative Growth Investor

Vanguard Wellington Admiral

Vanguard Institutional Index

Vanguard Windsor Admiral

Vanguard Mid-Cap Index Admiral

Vanguard Small-Cap Growth Index Admiral

American Funds EuroPacific Growth R-6

 

 

 

Prospectuses

 

Prospectuses are available at each fund’s respective web page. Click a fund link below to open its prospectus.

 

Vanguard High-Yield Corporate Admiral

Franklin Total Return A

Columbia US Treasury Index Institutional

Vanguard Total Bond Market Index Admiral

Vanguard LifeStrategy Growth Investor

Vanguard LifeStrategy Moderate Growth Investor

Vanguard LifeStrategy Conservative Growth Investor

Vanguard Wellington Admiral

Vanguard Institutional Index

Vanguard Windsor Admiral

Vanguard Mid-Cap Index Admiral

Vanguard Small-Cap Growth Index Admiral

American Funds EuroPacific Growth R-6

 

 

 

Investment Changes

 

To submit an investment change, log in and click Investments, or submit an Investment Change form. Forms are available after logging in or upon request from our customer care center.

 

You can change your investment allocation up to once per calendar month. You should consult with your personal financial advisor before making investment decisions.

 

 

 

Rebalancing

 

Over time, some of your investment fund selections may grow more quickly than others; some may even lose value. This may cause your portfolio to become out of alignment with your original allocation percentages. Rebalancing periodically redistributes your entire account balance according to your most recent investment allocation on file. Rebalancing aids in maintaining the level of risk you are willing to take and helps you achieve the goals and objectives of your asset allocation strategy.

 

Rebalancing at the end of each calendar quarter or calendar year is optional. To manage your rebalance setting, log in and click Investments.