- Mutual of Omaha fund options monthly
- Additional fund statistics
- Stadion Participant Choice
- Stadion QDIA
Plan Specific Returns
Learn more about the available investment options by viewing the profiles of each fund.
Along with the investment objectives, the profiles include quarterly information on the holdings, sector weightings, benchmark information, and helpful definitions.
Professional Investment PortfoliosTo help simplify investment selection, we offer professional investment portfolios (also known as asset allocation portfolios). Each diversified portfolio is designed to meet specific risk-based investment objectives. The portfolios are continually monitored and automatically rebalanced, as necessary.
Monitored OptionsParticipants can build their own portfolios with investments from some of the nation's largest institutional money management firms and best-known fund families.
All funds may not be available as an investment option in a plan. Plans may also offer other investments that are not listed.
Individually Managed AccountsFor participants who wish to leave the investment decisions to the experts, we offer individually managed accounts (IMA). An IMA provides participants a personalized retirement strategy through professional account management, including customized portfolio selection and ongoing monitoring.
The below services are not available as individual investment options. They are offered as part of an individually managed account option.
Morningstar® Retirement ManagerSMMorningstar Retirement Manager is a managed account program in which investments made on the participant's behalf are customized to their situation. Morningstar provides personalized retirement strategy recommendations, professional investment advice and managed account services. For information about Morningstar Retirement Manager, please call