IRA,Retirement Planning,Custom

IRA

The following funds are available for investment through a MissionSquare IRA.

MissionSquare IRA Investment Options
Fund Name
Stable Value/Cash Management
Fidelity Investments Money Market Funds Government Portfolio
Bond
PIMCO Low Duration Admin
Victory INCORE Low Duration Bond
Invesco Short Term Bond A
BlackRock GNMA Portfolio A
T Rowe Price® New Income Adv
iShares US Aggregate Bond Index A
PIMCO Total Return Administrative
Parnassus Fixed-Income
TIAA-CREF Inflation-Linked Bond
PIMCO Real Return Administrative
PIMCO Diversified Income Administrative
Nuveen Strategic Income I
Fidelity Advisor® Floating Rate High Income a
Invesco Senior Floating Rate A
PIMCO High Yield Administrative
Harbor High-Yield Bond Investor
Loomis Sayles Global Bond Retail
PIMCO International Bond (Unhedged) Administrative
BNY Mellon International Bond A
Fidelity Advisor® New Markets Income A
American Funds American High-Income F1
American Funds Strategic Bond F1
American Funds Bond Fund of America F1
American Funds Corporate Bond F1
American Funds Inflation Linked Bond F1
BrandywineGLOBAL - High Yield A
BlackRock Inflation Protected Bond Portfolio A
Baird Ultra Short Bond Investor
Cohen & Steers Preferred Securities and Income I
American Funds Emerging Markets Bond F1
PGIM Emerging Markets Debt Local Currency Z
MFS Emerging Markets Debt Local Currency A
Franklin Convertible Securities Adv
Federated Hermes Adjustable Rate Svc
BrandywineGLOBAL - Global Opportunities Bond FI
Janus Henderson Developed World Bond T
American Funds Intermediate Bond Fund of America F1
Columbia Total Return Bond A
MFS Emerging Markets Debt A
MFS Global Opportunistic Bond A
Nuveen Floating Rate Income I
Nuveen Preferred Securities & Income I
T Rowe Price® International Bond Adv
PIMCO Preferred and Capital Securities A
PIMCO Long-Term US Government A
PIMCO Long Duration Total Return A
Pacific Funds Strategic Income A
T Rowe Price® Global Multi-Sector Bond Adv
Victory Floating Rate A
TCW Core Fixed Income N
Thornburg Limited Term Income A
Thornburg Strategic Income A
American Funds US Government Securities F1
Balanced/Asset Allocation
T. Rowe Price Retirement 2005 Advisor
T. Rowe Price Retirement 2010 Advisor
T. Rowe Price Retirement 2015 Advisor
T. Rowe Price Retirement 2020 Advisor
T. Rowe Price Retirement 2025 Advisor
T. Rowe Price Retirement 2030 Advisor
T. Rowe Price Retirement 2035 Advisor
T. Rowe Price Retirement 2040 Advisor
T. Rowe Price Retirement 2045 Advisor
T. Rowe Price Retirement 2050 Advisor
T. Rowe Price Retirement 2055 Advisor
T. Rowe Price Retirement 2060 Advisor
BlackRock 20/80 Target Allocation Investor A
BlackRock 40/60 Target Allocation Investor A
BlackRock 60/40 Target Allocation Investor A
BlackRock 80/20 Target Allocation Investor A
American Beacon Balanced Investor
Invesco Equity and Income A
American Funds American Balanced F1
Fidelity Advisor® Balanced A
American Funds 2010 Target Date Retirement F1
American Funds 2015 Target Date Retirement F1
American Funds 2020 Target Date Retirement F1
American Funds 2025 Target Date Retirement F1
American Funds 2030 Target Date Retirement F1
American Funds 2035 Target Date Retirement F1
American Funds 2040 Target Date Retirement F1
American Funds 2045 Target Date Retirement F1
American Funds 2050 Target Date Retirement F1
American Funds 2055 Target Date Retirement F1
American Funds 2060 Target Date Retirement F1
American Funds 2065 Target Date Retirement F1
MFS Conservative Allocation A
MFS Growth Allocation A
MFS Moderate Allocation A
U.S. Stock
Invesco Dividend Income A
Invesco Diversified Dividend A
Virtus NFJ Dividend Value Admin
BlackRock Equity Dividend A
Becker Value Equity
T Rowe Price® Equity Income Advisor
Parnassus Equity Core
Invesco Main Street A
Davis NY Venture A
ClearBridge Value Trust FI
iShares S&P 500 Index
iShares Total US Stock Market Index
Janus Henderson Forty S
T. Rowe Price® Blue Chip Growth Advisor
Fidelity Advisor® New Insights
BlackRock Capital Appreciation A
T. Rowe Price® Growth Stock Advisor
Janus Henderson Research S
Harbor Capital Appreciation Investor
Janus Henderson Mid Cap Value S
Virtus NFJ Mid-Cap Value Administrative
Fidelity Advisor® Value A
CRM Small/Mid Cap Value Investor
Fidelity Advisor® Leveraged Company Stock A
Janus Henderson Enterprise S
Harbor Mid Cap Growth Investor
Northern Small Cap Value
American Beacon Small Cap Value
Royce Total Return Service
Fidelity Advisor® Small Cap A
T. Rowe Price Small-Cap Value isor
ClearBridge Small Cap
iShares Russell Small/Mid-Cap Index Investor A
Royce Premier Service
Carillon Eagle Small Cap Growth A
Invesco Small Cap Growth A
PGIM Select Real Estate Z
Thrivent Small Cap Stock A
American Century® Mid Cap Value Inv
Invesco Comstock Y
American Funds American Mutual F1
Alger Weatherbie Specialized Growth I
AB Select US Long/Short Portfolio
BlackRock Mid-Cap Growth Equity Portfolio Investor A
MFS Blended Research Mid Cap Equity A
Boston Partners Small Cap Value II Inv
iShares Russell Mid-Cap Index Inv A
Calvert Small-Cap A
Columbia Select Mid Cap Value Adv
Calvert US Mid Cap Core Responsible Index A
Delaware Smid Cap Growth Instl
Diamond Hill Long-Short Inv
Driehaus Small Cap Growth Investor
Carillon Eagle Mid Cap Growth I
John Hancock Disciplined Value R4
John Hancock Disciplined Value Mid Cap R4
BlackRock Advantage Large Cap Core Inv A
iShares Russell 2000 Small-Cap Index Inv A
MFS Value A
MFS Growth A
MFS Research A
Neuberger Berman Long Short A
Invesco Discovery Y
Invesco Main Street Small Cap Y
Principal MidCap Value I R5
Principal Blue Chip R5
Columbia Large Cap Value Adv
Allspring Small Company Value Admin
AMG TimesSquare Mid Cap Growth
Carillon Scout Mid Cap I
Invesco Small Cap Value Y
International/Global Stock
Nuveen NWQ Global Equity Income
Invesco Global A
Third Avenue Value Institutional
Virtus NFJ International Value Admin
American Beacon International Equity Investor
Harbor International Investor
iShares MSCI EAFE International Index
ClearBridge International Growth Trust FI
Fidelity Advisor® Diversified International A
Invesco International Growth A
Invesco Oppenheimer International Growth A
Fidelity Advisor® International Small Cap Fund
Invesco Oppenheimer Developing Markets Fund, Class A
Northern Multi-Manager Emerging Markets Equity Fund
Dreyfus Emerging Markets A
Columbia Balanced Adv
Columbia Overseas Value Adv
Fidelity Advisor® China Region A
Fidelity Advisor® Japan A
Goldman Sachs China Equity A
Janus Henderson European Focus T
American Funds International Growth and Income F1
Federated Hermes International Small-Mid Company A
BlackRock Emerging Markets Inv A
BlackRock Advantage Global Investor A
American Funds New Perspective F1
American Funds New World F1
T Rowe Price® Asia Opportunities Advisor
PGIM Jennison Global Opportunities Z
Columbia Global Value Adv
Victory RS Global A
DWS Latin America Equity S
Wasatch Emerging India Investor
AMG Yacktman Global N
Specialty
Invesco Convertible Securities A
Nuveen Global Infrastructure I
Nuveen Real Estate Securities I
Invesco Global Real Estate A
PIMCO CommodityRealReturn Strategy Administrative
Invesco Gold and Special Minerals A
Goldman Sachs Technology Opportunities Service
Fidelity Advisor® Technology M
Invesco Energy A
BlackRock Energy Opportunities Inv A
Baron Health Care Retail
Victory Market Neutral Income A
Cohen and Steers Realty Shares L-F
Invesco Global Infrastructure Y
MFS Global Real Estate A
Principal Real Estate Securities R5
PGIM Jennison Utility A
BlackRock Health Sciences Opportunities Portfolio A
Return to top