Our suite of mutual funds aims to make it easy for you to own an portfolio of mutual funds targeted to your investment goals and risk level.
Find a fund that works for you.
Funds are listed from most AGGRESIVE to most CONSERVATIVE
Aggressive growth: concentrated stock fund portfolio.Learn more Learn more
Sustainability screened portfolio of diversified stock funds with market-level risk.Learn more Learn more
Balanced portfolio of core stock and bond funds. Below-average risk.Learn more Learn more
Hedged portfolio aims to mitigate volatility by hedging stock exposure.Learn more Learn more
How to Invest
Available at Charles Schwab, Fidelity, Etrade, TD Ameritrade and Vanguard.
Minimum investment: $1,000