Fund Options

of Trinity Health's core funds.

Diversified Investment Advisors offer a wide selection of core investment options.
The core investment options are:

• Guaranteed Pooled Fund
• Federated Total Return Bond (FTRFX)
• Vanguard Inflation-Protected Securities Institutional Fund (VIPIX)
• Dreyfus Limited-Term High Yield Fund (DLHRX)
• Loomis Sayles Value Fund Y (LSGIX)
• AHA Socially Responsible Equity Fund (AHSRX)
• Vanguard Index 500 Fund (VINIX)
• Rainier Large Cap Equity Institutional Fund (RAIEX)
• Mid Value Fund (DIMVX)
• BlackRock U.S. Opportunities Institutional (BMCIX)
• Columbia Small Cap Value II Fund Z (NSVAX)
• Fidelity Low-Priced Stock (FLPSX)
• Columbia Small Cap Growth I Fund Z (CMSCX)
• Harbor International Fund (HAINX)

In addition, you may opt to invest in the Charles Schwab self-directed Personal Choice Retirement Account™ (PCRA), which gives you access to thousands more investment options. The Schwab PCRA provided through Diversified gives you access to an array of over 2,250 additional investment options through Charles Schwab - allowing you to maintain a previous investment option or other favorite fund, if desired. If you elect this option, you will pay a flat annual account fee of $50. All of your contributions are first made directly to Diversified and then transferred to the PCRA.