Pension2 investment options
Funds
Select a fund for detailed information about each of the funds, including past performance and investment objectives.
Stability of principal
Fund | Ticker | Net management fee* | Link |
|---|---|---|---|
Voya Fixed Plus III | N/A | N/A** | |
Federated US Treasury Cash | UTIXX | 0.20% |
Bond
Fund | Ticker | Net management fee* | Link |
|---|---|---|---|
Vanguard Total Bond Market | VBTLX | 0.05% | |
Vanguard Short-Term Bond Index | VBITX | 0.05% |
Inflation protection
Fund | Ticker | Net management fee* | Link |
|---|---|---|---|
Vanguard Inflation-Protected Securities | VIPIX | 0.07% |
U.S. large-cap stock
Fund | Ticker | Net management fee* | Link |
|---|---|---|---|
American Growth Fund of America | RGAGX | 0.30% | |
Dodge and Cox Stock | DODGX | 0.42% | |
Vanguard Institutional Index | VIIIX | 0.02% | |
Vanguard Total Stock Market Index | VSMPX | 0.02% | |
Nuveen Large Cap Responsible Equity | TISCX | 0.18% |
U.S. small/mid-cap stock
Fund | Ticker | Net management fee* | Link |
|---|---|---|---|
Vanguard Mid Cap Index | VMCIX | 0.04% | |
Vanguard Small Cap Index | VSCIX | 0.04% |
Global stock
Fund | Ticker | Net management fee* | Link |
|---|---|---|---|
GMO Global Equity Asset Allocation | GMADX | 0.58% | |
Northern Global Sustainability Index | NSRIX | 0.20% |
Foreign stock
Fund | Ticker | Net management fee* | Link |
|---|---|---|---|
Artisan International | ARTIX | 0.84% | |
DFA International Small Company | DFISX | 0.44% | |
Dodge and Cox International Stock | DODFX | 0.53% | |
Vanguard Developed Markets Index | VDIPX | 0.04% | |
Vanguard Emerging Markets Index | VEMIX | 0.10% |
Other
Fund | Ticker | Net management fee* | Link |
|---|---|---|---|
Vanguard Real Estate Index | VGSNX | 0.10% | |
PIMCO All Asset | PAAIX | 0.92% |
* Net management fee is the expense ratio minus revenue sharing, if applicable.
** Please refer to the fund information book for more information.
This information is for general discussion purposes only. Prior to investing, you should carefully review all fund information and objectives contained in the Investment Fund Prospectus, and consult with your investment advisor.
For more detailed information on the investment lineup, including investment objectives, expense ratios and performance information, please review the fund information book or view summary prospectus.