IRA Investment Fund Options

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Request more detailed information about these IRA Options when you give us a call.

Contact the Fund Manager

Request more detailed information about specific investment funds from our Investment Manager.

Once you choose a program that is right for your retirement and business needs, your next step is to pick your individual investment funds from the many options below.

Here are a few highlights to our individual IRA Fund options. Consider one, or more, of these choices for your qualified retirement plan.

IRA Internet Technology Sector Fund (ITK)

Objective:

To achieve long term capital appreciation by investing primarily in companies positioned to benefit from the growth of the Internet.

Invests in companies engaged in research, design, development and manufacturing activities related to the Web, as well as companies involved in distributing products, processes or services for or through the Internet or intranet.

Manager:
Munder Capital Management
Management Fee:
1.81%
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IRA Healthcare/Biotechnology Fund (IHB)

Objective:

To achieve long term capital appreciation through investments in companies providing healthcare, medical services and products worldwide.

Strategy is focused on companies that can improve outcomes while lowering costs and that can take advantage of the way healthcare in paid for and delivered.

Manager:
Munder Capital Management
Management Fee:
1.76%
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IRA Small Cap Core Fund (ISC)

Objective:

The portfolio will be invested in U.S. equities having a market capitalization of less than $2 billion. These may include common stock, securities that are converted to common stock, preferred stock, and mutual funds and exchange-traded funds (ETFs) that invest primarily in domestic small cap equities.

Manager:
Ferguson Wellman Capital Management
Management Fee:
1.14%
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IRA Large Cap Growth Fund (ILG)

Objective:
To achieve long term capital appreciation by investing in equity securities of primarily larger capitalized “growth” companies.
Manager:
SEI Investment Management
Management Fee:
0.85%
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IRA S&P 500 Index Fund (ISP)

Objective:
This Fund seeks to provide investment results that correspond to the aggregate price and dividend performance of the securities in the Standard & Poor’s 500 Composite Stock Price Index.
Manager:
SEI Investment Management
Management Fee:
0.40%
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IRA Large Cap Value Fund (ILV)

Objective:

This Fund seeks to provide a broad level of diversification primarily in larger capitalization stocks in a risk-controlled framework that includes stocks with value characteristics.

The Fund is structured to outperform its benchmark of the Russell 1000 Value Index with a similar level of risk.

Manager:
SEI Investment Management
Management Fee:
0.85%
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IRA Real Estate Equity Investment Trust Fund (IRE)

Objective:
This Fund seeks current income and capital appreciation through investments in high-quality companies that are principally engaged in business within the real estate industry.
Manager:
Munder Capital Management
Management Fee:
0.65%
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IRA Balanced Portfolio (IBP)

Objective:
This portfolio seeks strong risk-adjusted performance from a continuously rebalanced allocation of 60% stocks and 40% short/intermediate term fixed incomes.
Manager:
Ferguson Wellman Capital Management
Management Fee:
0.60%
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IRA Stable Asset Fund (ISA)

Objective:

This Fund will diversify investment among guaranteed investment contracts (GICs) issued by major life insurance companies and money center banks, as well as synthetic GICs. The funds average maturity will normally be maintained between two and four years.

The Fund uses traditional fixed income management techniques to enhance the credit quality and diversification of the portfolio while improving performance and reducing risk.

The Fund’s cash will be invested in short-term government issues. Cash holdings will be at a minimal level.

Manager:
SEI Investment Management
Management Fee:
0.30%
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IRA Bond Income Fund (IBF)

Objective:

Safety and principal income. Only investment grade (Baa or higher) bonds will be purchased. U.S. Treasuries and U.S. Agencies and corporate issues may be purchased.

No one security (except U.S. Government) may exceed 10% of the total Fund value.

Manager:
Wenworth, Hauser and Violich
Management Fee:
0.37%
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Foreign Equity Fund (IFE)

Objective:
Primarily invested in securities denominated in currencies other than US dollars. The geographical allocation for this portfolio includes Europe and the Far East and the rest of the developed world, including a small fraction of emerging markets. This portfolio is designed to include investment strategies based on value, growth, indexing, and utilizes multiple mutual funds across different mutual fund families.
Manager:
Towneley Capital Management
Management Fee:
1.23%
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