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Spectrum Program

Our Spectrum platform is composed of more than 175 mutual funds that represent diversity and depth within each asset class, as well as a full range of investment styles.* The funds are priced at net asset value and thus reflect the daily published returns of the mutual fund.

Each plan can offer a range of up to 25 investment options to create a well-designed program to help each participant construct a broadly diversified portfolio that is consistent with his/her own personal risk tolerance. We also offer the flexibility to create customized asset allocation models for each retirement plan.

For a complete listing of our Spectrum Funds, click here.

*There is no guarantee that any fund will achieve its stated objective. Investment in a fund involves risk, including the possible loss of capital. Investment in a fund is not a deposit and neither the FDIC nor any other agency insures any fund.


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