Investment Fund Details And Options

You can choose pre-packaged target date fund lineups for simple investing,  or a range of individual funds to suit your personal preferences.

Individually Allocated Portfolio Options

Click to view fund overview and/or prospectus

Equity (Stock) InvestmentsFund ClassTickerOverviewProspectus
Fidelity 500 IndexLarge-cap Blend/Index(FXAIX)
Vanguard FTSE Social Index Fund InstLarge-cap Blend/Social(VFTNX)
Dodge & Cox Stock Fund Class XLarge-cap Value(DOXGX)
Harbor Capital Appreciation FundLarge-cap Growth(HNACX)
Fidelity Contrafund K6Multi-cap Blend/Growth(FLCNX)
Dodge & Cox International Stock XForeign Large Value(DODFX)
American Funds EuroPacificForeign Large Blend/Growth(RERGX)
Fidelity Mid-Cap Index FundMid-cap Blend/Index(FSMDX)
Fidelity Low-Priced K6 FundMid-cap Blend(FLKSX)
Artisan Mid-Cap FundMid-cap Growth(APHMX)
Fidelity Small-Cap Index FundSmall-cap Blend/Index(FSSNX)
American Beacon Sm Cap ValueSmall-cap Value(AASRX)
Fixed InvestmentsFund ClassTickerOverviewProspectus/
Fund Disclosure
Vanguard Fed. Money MarketMoney Market(VUSXX)
CRA Book Value FundStable ValueN/A
Metro West Total Return FundInvestment Grade Bonds(MWTSX)
PIMCO High Yield FundHigh Yield Bonds(PHIYX)

Self-Directed Brokerage Option

For participants that wish to invest in funds not included in the CRA Select menu or individual securities (stocks, bonds, etc.), CRA offers a Self-Directed Brokerage option through Schwab PCRA.

This alternative provides participants access to most publicly traded mutual funds, and virtually any publicly-traded stock or bond, as well as additional investment vehicles. Participants may invest up to 90% of their account(s) assets through this option.

For complete information regarding the Self-Directed Brokerage Account, speak with one of our CRA Retirement Counselors.