Fund Thumbnails: U.S. Stock Funds


 

FRS Select U.S. Stock Market Index Fund (S10)

Asset Class and Fund Objective: Core broad U.S. stock fund, focusing on companies of all sizes
Fund Type: Institutional fund
Index or Active Strategy: Index fund that attempts to achieve the total return of the Russell 3000 Index
Investment
Manager(s):
Barclays Global Investors
Marketing Company: None
Restrictions: Excessive Fund Trading Policy applies

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Pioneer Fund (S20)

Asset Class and Fund Objective: Core broad U.S. stock fund, focusing on the large capitalization sector
Fund Type: Mutual fund
Index or Active Strategy: Active fund that attempts to beat the total return of the S&P 500® Index
Investment
Manager(s):
Pioneer Investments
Marketing Company: AIG Retirement
Restrictions: Excessive Fund Trading Policy applies

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FRS Select U.S. Large Value Stock Active Fund (S25)

Asset Class and Fund Objective: Specialty U.S. stock fund, focusing on value-oriented large capitalization stocks
Fund Type: Institutional fund
Index or Active Strategy: Active fund that attempts to beat the total return of the Russell 1000 Value Index
Investment
Manager(s):
Barclays Global Investors
Quantitative Management Associates
Marketing Company: None
Restrictions: Excessive Fund Trading Policy applies

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FRS Select U.S. Large Growth Stock Active Fund (S30)

Asset Class and Fund Objective: Specialty U.S. stock fund, focusing on growth-oriented large capitalization stocks
Fund Type: Institutional fund
Index or Active Strategy: Active fund that attempts to beat the total return of the Russell 1000 Growth Index
Investment
Manager(s):
Barclays Global Investors
Jennison Associates LLC
Marketing Company: None
Restrictions: Excessive Fund Trading Policy applies

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Prudential Mid-Cap Quantitative Core Equity Fund (S40)

Asset Class and Fund Objective: Specialty broad U.S. stock fund, focusing on the mid capitalization sector
Fund Type: Institutional fund
Index or Active Strategy: Active fund that attempts to beat the total return of the S&P MidCap 400® Index
Investment
Manager(s):
Quantitative Management Associates, LLC (QMA).
Marketing Company: Prudential
Restrictions: Excessive Fund Trading Policy applies

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Fidelity Growth Company Fund (S80)

Asset Class and Fund Objective: Specialty U.S. stock fund, focusing on growth-oriented companies of all sizes
Fund Type: Mutual fund
Index or Active Strategy: Active fund that attempts to beat the total return of the Russell 3000 Growth Index
Investment
Manager(s):
Fidelity Investments
Marketing Company: Fidelity
Restrictions: Excessive Fund Trading Policy applies

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Fidelity Low-Priced Stock Fund (CLOSED) (S90)

Asset Class and Fund Objective: Specialty U.S. stock fund, focusing on value-oriented small capitalization stocks
Fund Type: Mutual fund
Index or Active Strategy: Active fund that attempts to beat the total return of the Russell 2000 Index
Investment
Manager(s):
Fidelity Investments
Marketing Company: Fidelity
Restrictions: Fund is CLOSED to new investments

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T. Rowe Price Small Cap Stock Fund (S97)

Asset Class and Fund Objective: Specialty broad U.S. stock fund, focusing on small capitalization stocks
Fund Type: Mutual fund
Index or Active Strategy: Active fund that attempts to beat the total return of the Russell 2000 Index
Investment
Manager(s):
T. Rowe Price Associates, Inc.
Marketing Company: AIG Retirement
Restrictions: Excessive Fund Trading Policy applies

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American Beacon Small-Cap Value Fund (S99)

Asset Class and Fund Objective: Specialty U.S. stock fund, focusing on value-oriented small capitalization stocks
Fund Type: Mutual fund
Index or Active Strategy: Active fund that attempts to beat the total return of the Russell 2000 Value Index
Investment
Manager(s):
AMR Investments
Marketing Company: AIG Retirement
Restrictions: Excessive Fund Trading Policy applies

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