2) Help-me-do-it (Asset-Class Funds)

Build a diversified portfolio of various funds available in you plan.*

Investment options are designed for the active investor who wants to have some control in their investment portfolio.

This investment strategy holds a portfolio of funds, versus investing directly in individual stock, bonds, or other investments.

BART offers the five "fund of funds" options below and the Capital Preservation Fund for this approach:

  • Large Cap U.S. Equity Fund
  • Small/Mid Cap U.S. Equity Fund
  • International Equity Fund
  • Fixed Income Fund
  • Real Assets Fund
  • T. Rowe Price Retirement Balanced CIT Fund

[b3-regular]* Diversification does not protect an investor from market risks and does not assure a profit. An investor must consider the risk associated with all investments used to diversify assets. [/b3-regular]

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