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Workplace Plans

Retirement Health Savings Funds

The following funds are available for investment through a MissionSquare Retirement Health Savings (RHS) account.
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Stable Value/Cash Management

MissionSquare PLUS Fund

Bond

MissionSquare Low Duration Bond Fund
MissionSquare Core Bond Index Fund
MissionSquare Inflation Focused Fund
MissionSquare High Yield Fund

Balanced/Asset Allocation

MissionSquare Retirement Target Income Fund
MissionSquare Retirement Target 2020 Fund
MissionSquare Retirement Target 2025 Fund
MissionSquare Retirement Target 2030 Fund
MissionSquare Retirement Target 2035 Fund
MissionSquare Retirement Target 2040 Fund
MissionSquare Retirement Target 2045 Fund
MissionSquare Retirement Target 2050 Fund
MissionSquare Retirement Target 2055 Fund
MissionSquare Retirement Target 2060 Fund
MissionSquare Retirement Target 2065 Fund
MissionSquare Model Portfolio Conservative Growth Fund
MissionSquare Model Portfolio Traditional Growth Fund
MissionSquare Model Portfolio Long-Term Growth Fund
MissionSquare Model Portfolio Global Equity Growth Fund

U.S. Stock

MissionSquare Equity Income Fund
MissionSquare 500 Stock Index Fund
MissionSquare Broad Market Index Fund
MissionSquare Growth & Income Fund
MissionSquare Growth Fund
MissionSquare Select Value Fund
MissionSquare Mid/Small Company Index Fund
MissionSquare Aggressive Opportunities Fund
MissionSquare Small Cap Discovery Fund

International/Global Stock

MissionSquare International Fund
MissionSquare Overseas Equity Index Fund
MissionSquare Emerging Markets Fund

Investors should carefully consider their own investment goals, risk tolerance, and liquidity needs before making an investment decision. Investing involves risk, including possible loss of the amount invested. The Funds’ offering and disclosure documents include a complete summary of all fees, expenses, financial highlights, investment objectives and strategies, and risks, and should be carefully reviewed before investing. This information is available after logging in to your account or upon request by contacting us.

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