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.

Target Date Portfolio Options

Click the portfolio name to view fund details

Target Date PortfoliosAge Range (Expected Retirement Date)DOB Range
CRA Income TDP77 or older (2007 or before)< 1942
CRA 2010 TDP72-76 (2008-2012)1943-1947
CRA 2015 TDP67-71 (2013-2017)1948-1952
CRA 2020 TDP62-66 (2018-2022)1953-1957
CRA 2025 TDP57-61 (2023-2027)1958-1962
CRA 2030 TDP52-56 (2028-2032)1963-1967
CRA 2035 TDP47-51 (2033-2037)1968-1972
CRA 2040 TDP42-46 (2038-2042)1973-1977
CRA 2045 TDP37-41 (2043-2047)1978-1982
CRA 2050 TDP32-36 (2048-2052)1983-1987
CRA 2055 TDP27-31 (2053-2057)1988-1992
CRA 2060 TDP26 or younger (2058 or after)>1993

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)
American Beacon InternationalForeign Large Value(AAERX)
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.