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Core Investment
Options
PCA Mid Cap Growth Fund
(Capital Management) – This fund invests primarily in
mid-sized companies with exceptional management,
distinct competitive advantages, and strong
consistent growth. For more information on
this fund call RBI at 1-800-789-8765 or see
Mid Cap
Growth.
PCA Mid Cap Value
Fund (Integrity Asset Management) –
This fund invests in primarily in Mid-sized
companies that meet the criteria for IAMI’s
value investment style. For more
information on this fund call RBI at
1-800-789-8765 or see
Mid Cap
Value.
PCA Equity Fund—This
fund is designed to achieve long-term growth by
investing primarily in a broadly diversified
portfolio of U.S. and foreign common stocks.
For more information on this fund call RBI at
1-800-789-8765 or view
PCA Equity.
PCA Balanced Fund—This
fund is designed to achieve long-term growth
through investing primarily in common stocks,
corporate bonds, and government bonds. For more
information on this fund call RBI at
1-800-789-8765 or view
PCA Balanced.
PCA Income Fund—This
fund is designed to produce income and conserve
capital. It invests primarily in government and
corporate bonds, and other fixed income
investments. For more information on this fund
call RBI at 1-800-789-8765 or view
PCA
Income
Small Cap Fund (LSBYX)—
Lord Abbett Small Cap Blend Fund.
This fund normally invests in the common stocks
of companies believed to be undervalued in the
marketplace in relation to factors such as
assets, sales, earnings or growth potential. The
fund focuses investments in small to
medium-sized companies is a core fund and uses
both growth and value strategies. For more
information on this fund view
Lord
Abbett
International
Stock Fund (JETIX & TGVIX) –
50% Julius Baer International Equity II Fund and
50% Thornburg International Value I Fund: The International Fund is comprised of two
underlying mutual funds investing in Non-US
stock markets. The International Stock Fund is
50% allocated to the Julius Baer International
Equity II Fund (SYM:JETIX). Using a growth style
this fund invests in the developed and emerging
markets of the world. The remaining 50% of the
fund is allocated to the Thornburg International
Value I Fund (SYM: TGVIX) investing in value
stocks within the developed and emerging
markets. For more information please visit
www.juliusbaer.com
and
http://www.thornburginvestments.com/.
Large Cap Growth Fund (WAVYX)—Waddell
& Reed Advisor Vanguard Y Fund.
This fund invests primarily in large cap,
growth-oriented stocks. For more information
and a prospectus on this fund visit online at
Waddell.com
S&P 500 Stock Index Fund (VINIX)—Vanguard
Institutional Index Fund.
This fund invests primarily in large cap common
stocks designed to mimic the returns of the S&P
500 Index. For more information and a
prospectus on this fund call Vanguard at
1-800-662-7447 or visit online at
Vanguard.com
Bond Fund (FPNIX)—FPA
New Income Fund.
This is a managed bond fund invested primarily
in immediate government/agency and corporate
bonds. For more information and a prospectus on
this fund call FPA Funds at 1-800-982-4372 or
visit online at
FPAfunds.com
Money
Market Fund (SWAXX)—Schwab
Value Advantage Money Fund – Institutional
Shares
This fund invests primarily in high quality US
money marked instruments. For more
information and a prospectus on this fund call
Schwab at 1-800-662-7447 or visit online at
schwab.com
A revised asset allocation
worksheet has been produced and is available to
assist our retirement plan participants in
choosing their investment options. Click to
access the
Investment Allocation Worksheet.
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