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The I Series of funds provides diversified global exposure to carefully selected, experienced investment managers. Investors may choose among broadly diversified portfolios across asset classes, styles and strategies. All funds are priced daily. Our full institutional product offering is outlined below.

 

Balanced Fund

Name Benchmark Allocations
Multiple Asset Fund—I Series (MAF-I) MAF-I Benchmark1 • U.S. Equity Fund—I Series (35%)
• International Equity Fund—I Series (30%)
• Fixed Income Fund—I Series (25%)
• Inflation Protection Fund—I Series (10%)


Equity Funds

Name Benchmark Allocations
U.S. Equity Fund—I Series (USEF-I) Russell 3000 Index • Large-, mid- and small-cap stocks
• Private equity
• Private real estate
International Equity Fund—I Series (IEF-I) MSCI All Country World (ex-USA) Investable Market Index (Net) • Large-, mid- and small-cap stocks
• Private equity
• Private real estate
• REITs
U.S. Equity Index Fund—I Series (USEIF-I) Russell 3000 Index • Large-, mid- and small-cap stocks
Social Values Choice Equity Fund – I Series (SVCEF-I) MSCI World Index
  • Large- and mid-cap stocks
  • Excludes fossil fuel companies and certain companies associated with conflict-affected areas


Fixed Income Funds

Name Benchmark Allocations
Fixed Income Fund—I Series
(FIF-I)		 Bloomberg U.S. Universal Index (ex-mortgage backed securities) • Global government and corporate bonds
• Non-U.S. dollar denominated bonds
• High-yield bonds
• Market-rate community development loans
Inflation Protection Fund—I Series (IPF-I) IPF-I Benchmark2 • Global inflation-linked bonds
• Commodities
• Floating rate senior secured loans
U.S. Treasury Inflation Protection Fund—I Series (USTPF-I) Bloomberg U.S. Inflation Linked Bond Index • U.S. Treasury Inflation Protected Securities (TIPS)
Short Term Investment Fund—I Series (STIF-I) BofA Merrill Lynch 3-Month Treasury Bill Index • Commercial paper
• Government and corporate notes
• Market-rate community development loans
Social Values Choice Bond Fund – I Series (SVCBF-I) Bloomberg U.S. Universal (ex mortgage-backed securities)
  • Global government and corporate bonds
  • Excludes fossil fuel companies and certain securities associated with conflict-affected areas

 

Alternatives Fund

Name Benchmark Allocations
Alternative Asset Fund—I Series (AAF-I) N/A • Private equity
• Private credit

 
View our funds for participants, conferences and other plan sponsors.


1 The MAF-I Benchmark consists of 35% Russell 3000 Index, 30% MSCI All Country World Index (ACWI) excluding USA Investable Market Index (IMI), 25% Bloomberg U.S. Universal Index ex-Mortgage Backed Securities, and 10% Inflation Protection Fund—I Series Benchmark2.

2 The IPF-I Benchmark consists of 90% Bloomberg U.S. Treasury Inflation-Linked Bond Index and 10% Bloomberg Commodity Index.

Funds

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