IRA,Retirement Planning,Custom

IRA

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

MissionSquare IRA Investment Options
Fund Name Fund Code Ticker Symbol Morningstar Category Prospectus Link Inception Date
Stable Value/Cash Management
Fidelity Investments Money Market Funds Government Portfolio 1660 FCGXX N/A HTML 04/04/1994
Bond
PIMCO Low Duration Admin 5167 PLDAX Short-Term Bond HTML 1/3/1995
Victory INCORE Low Duration Bond 5267 RLDAX Short-Term Bond HTML 7/30/2003
Invesco Short Term Bond A 4882 STBAX Short-Term Bond HTML 8/30/2004
BlackRock GNMA Portfolio A 4469 BGPAX Intermediate Government HTML 5/18/1998
T Rowe Price® New Income Adv 5304 PANIX Intermediate Core Bond HTML 9/30/2002
iShares US Aggregate Bond Index A 1646 BMOAX Intermediate Core Bond HTML 4/1/2011
PIMCO Total Return Administrative 5177 PTRAX Intermediate Core-Plus Bond HTML 9/8/1994
Parnassus Fixed-Income 1409 PRFIX Intermediate Core-Plus Bond HTML 9/1/1992
TIAA-CREF Inflation-Linked Bond 5645 TIIHX Inflation-Protected Bond HTML 12/4/2015
PIMCO Real Return Administrative 5169 PARRX Inflation-Protected Bond HTML 4/28/2000
PIMCO Diversified Income Administrative 5189 PDAAX Multisector Bond HTML 10/29/2004
Nuveen Strategic Income I 5115 FCBYX Multisector Bond HTML 2/1/2000
Fidelity Advisor® Floating Rate High Income a 4706 FFRAX Bank Loan HTML 8/16/2000
Invesco Senior Floating Rate A 5136 OOSAX Bank Loan HTML 9/8/1999
PIMCO High Yield Administrative 5176 PHYAX High Yield Bond HTML 1/16/1995
Harbor High-Yield Bond Investor 1408 HYFIX High Yield Bond HTML 12/2/2002
Loomis Sayles Global Bond Retail 5021 LSGLX World Bond HTML 12/31/1996
PIMCO International Bond (Unhedged) Administrative 5188 PFUUX World Bond HTML 2/28/2006
BNY Mellon International Bond A 4598 DIBAX World Bond HTML 12/30/2005
Fidelity Advisor® New Markets Income A 4661 FGVMX Emerging Markets Bond HTML 12/7/2018
Invesco Corporate Bond A 6036 ACCBX Corporate Bond HTML 9/23/1971
American Funds American High-Income F1 4401 AHTFX High Yield Bond HTML 3/15/2021
American Funds Strategic Bond F1 1998 ANBEX Intermediate Core-Plus Bond HTML 3/18/2016
American Funds Bond Fund of America F1 4404 BFAFX Intermediate Core Bond HTML 3/15/2001
American Funds Corporate Bond F1 6012 BFCFX Corporate Bond HTML 7/29/2016
American Funds Inflation Linked Bond F1 4416 BFIFX  Inflation-Protected Bond HTML 1/23/2015
BrandywineGLOBAL - High Yield A 6022 BGHAX High Yield Bond HTML 12/31/2015
BlackRock Inflation Protected Bond Portfolio A 1756 BPRAX Inflation-Protected Bond HTML 6/28/2004
Baird Ultra Short Bond Investor 6016 BUBSX Ultrashort Bond HTML 12/31/2013
Cohen & Steers Preferred Securities and Income I 6024 CPXIX Preferred Stock HTML 5/3/2010
American Funds Emerging Markets Bond F1 6013 EBNEX Emerging Markets Bond HTML 7/29/2016
PGIM Emerging Markets Debt Local Currency Z 6047 EMDZX Emerging-Markets Local-Currency Bond HTML 3/30/2011
MFS Emerging Markets Debt Local Currency A 6040 EMLAX Emerging-Markets Local-Currency Bond HTML 9/15/2011
Franklin Convertible Securities Adv 6034 FCSZX Convertibles HTML 5/15/2008
Federated Hermes Adjustable Rate Svc 6031 FEUGX Short Government HTML 12/3/1985
BrandywineGLOBAL - Global Opportunities Bond FI 5800 GOBFX Global Bond HTML 2/26/2009
Janus Henderson Developed World Bond T 4952 HFATX Global Bond-USD Hedged HTML 6/5/2017
American Funds Intermediate Bond Fund of America F1 6014 IBFFX Short-Term Bond HTML 3/19/2001
Columbia Total Return Bond A 6027 LIBAX Intermediate Core-Plus Bond HTML 7/31/2000
MFS Emerging Markets Debt A 6039 MEDAX Emerging Markets Bond HTML 3/17/1998
MFS Global Opportunistic Bond A 6041 MGBAX Global Bond-USD Hedged HTML 6/2/2010
Nuveen Floating Rate Income I 6044 NFRIX Bank Loan HTML 5/2/2011
Nuveen Preferred Securities & Income I 6045 NPSRX Preferred Stock HTML 12/19/2006
T Rowe Price® International Bond Adv 6055 PAIBX  Global Bond HTML 3/31/2000
PIMCO Preferred and Capital Securities A 6051 PFANX Preferred Stock HTML 4/13/2015
PIMCO Long-Term US Government A 5166 PFGAX  Long Government HTML 1/20/1997
PIMCO Long Duration Total Return A 6050 PLRAX Long-Term Bond HTML 9/8/2017
Pacific Funds Strategic Income A 6046 PLSTX Multisector Bond HTML 6/29/2012
T Rowe Price® Global Multi-Sector Bond Adv 6054 PRSAX Global Bond-USD Hedged HTML 12/15/2008
Victory Floating Rate A 6059 RSFLX Bank Loan HTML 12/31/2009
TCW Core Fixed Income N 1536 TGFNX Intermediate Core Bond HTML 2/26/1999
Thornburg Limited Term Income A 6056 THIFX Short-Term Bond HTML 10/1/1992
Thornburg Strategic Income A 6057 TSIAX Multisector Bond HTML 12/19/2007
American Funds US Government Securities F1 1688 UGSFX Intermediate Government HTML 3/15/2001
Balanced/Asset Allocation
T. Rowe Price Retirement 2005 Advisor 5311 PARGX Target-Date 2000-2010 HTML 5/31/2007
T. Rowe Price Retirement 2010 Advisor 5312 PARAX Target-Date 2000-2010 HTML 10/31/2003
T. Rowe Price Retirement 2015 Advisor 5313 PARHX Target-Date 2015 HTML 5/31/2007
T. Rowe Price Retirement 2020 Advisor 5314 PARBX Target-Date 2020 HTML 10/31/2003
T. Rowe Price Retirement 2025 Advisor 5315 PARJX Target-Date 2025 HTML 5/31/2007
T. Rowe Price Retirement 2030 Advisor 5316 PARCX Target-Date 2030 HTML 10/31/2003
T. Rowe Price Retirement 2035 Advisor 5317 PARKX Target-Date 2035 HTML 5/31/2007
T. Rowe Price Retirement 2040 Advisor 5318 PARDX Target-Date 2040 HTML 10/31/2003
T. Rowe Price Retirement 2045 Advisor 5319 PARLX Target-Date 2045 HTML 5/31/2007
T. Rowe Price Retirement 2050 Advisor 5320 PARFX Target-Date 2050 HTML 12/29/2006
T. Rowe Price Retirement 2055 Advisor 5321 PAROX Target-Date 2055 HTML 5/31/2007
T. Rowe Price Retirement 2060 Advisor 1528 TRRYX Target-Date 2060+ HTML 6/23/2014
BlackRock 20/80 Target Allocation Investor A 1642 BACPX Allocation--15% to 30% Equity HTML 12/21/2006
BlackRock 40/60 Target Allocation Investor A 1641 BAMPX Allocation--30% to 50% Equity HTML 12/21/2006
BlackRock 60/40 Target Allocation Investor A 1640 BAGPX Allocation--50% to 70% Equity HTML 12/21/2006
BlackRock 80/20 Target Allocation Investor A 1639 BAAPX Allocation--70% to 85% Equity HTML 12/21/2006
American Beacon Balanced Investor 1556 AABPX Allocation--50% to 70% Equity HTML 8/1/1994
Invesco Equity and Income A 4912 ACEIX Allocation--50% to 70% Equity HTML 8/3/1960
American Funds American Balanced F1 4398 BALFX Allocation--50% to 70% Equity HTML 3/15/2001
Fidelity Advisor® Balanced A 6007 FABLX Allocation--50% to 70% Equity HTML 9/3/1996
American Funds 2010 Target Date Retirement F1 1560 FAATX Target-Date 2000-2010 HTML 2/21/2014
American Funds 2015 Target Date Retirement F1 1561 FAKTX Target-Date 2015 HTML 2/21/2014
American Funds 2020 Target Date Retirement F1 1562 FAOTX Target-Date 2020 HTML 2/14/2014
American Funds 2025 Target Date Retirement F1 1563 FAPTX Target-Date 2025 HTML 2/14/2014
American Funds 2030 Target Date Retirement F1 1564 FAETX Target-Date 2030 HTML 2/14/2014
American Funds 2035 Target Date Retirement F1 1565 FAQTX Target-Date 2035 HTML 2/21/2014
American Funds 2040 Target Date Retirement F1 1566 FAUTX Target-Date 2040 HTML 2/21/2014
American Funds 2045 Target Date Retirement F1 1567 FATTX Target-Date 2045 HTML 2/21/2014
American Funds 2050 Target Date Retirement F1 1568 FAITX Target-Date 2050 HTML 2/21/2014
American Funds 2055 Target Date Retirement F1 1569 FAJTX Target-Date 2055 HTML 2/21/2014
American Funds 2060 Target Date Retirement F1 1574 FAWTX Target-Date 2060 HTML 3/27/2015
American Funds 2065 Target Date Retirement F1 1912 FAXTX Target-Date 2065+ HTML 3/27/2020
MFS Conservative Allocation A 5093 MACFX Allocation--30% to 50% Equity HTML 6/28/2002
MFS Growth Allocation A 5095 MAGWX Allocation--70% to 85% Equity HTML 6/28/2002
MFS Moderate Allocation A 5094 MAMAX Allocation--50% to 70% Equity HTML 6/28/2002
U.S. Stock
Invesco Dividend Income A 4921 IAUTX Large Value HTML 3/20/2002
Invesco Diversified Dividend A 4884 LCEAX Large Value HTML 12/31/2001
Virtus NFJ Dividend Value Admin 4312 ANDAX Large Value HTML 5/8/2000
BlackRock Equity Dividend A 4467 MDDVX Large Value HTML 10/21/1994
Becker Value Equity 4455 BVEFX Large Value HTML 11/3/2003
T Rowe Price® Equity Income Advisor 5295 PAFDX Large Value HTML 3/31/2000
Parnassus Equity Core 1478 PRBLX Large Blend HTML 9/1/1992
Invesco Main Street A 5133 MSIGX Large Blend HTML 2/3/1988
Davis NY Venture A 1410 NYVTX Large Blend HTML 2/17/1969
ClearBridge Value Trust FI 5018 LMVFX Large Blend HTML 3/23/2001
iShares S&P 500 Index 1644 BSPAX Large Blend HTML 4/10/2013
iShares Total US Stock Market Index 1647 BASMX Large Blend HTML 8/13/2015
Janus Henderson Forty S 4942 JARTX Large Growth HTML 5/1/1997
T. Rowe Price® Blue Chip Growth Advisor 5292 PABGX Large Growth HTML 3/31/2000
Fidelity Advisor® New Insights 4717 FNIAX Large Growth HTML 7/31/2003
BlackRock Capital Appreciation A 4466 MDFGX Large Growth HTML 12/31/1997
T. Rowe Price® Growth Stock Advisor 5368 TRSAX Large Growth HTML 12/31/2001
Janus Henderson Research S 4950 JRASX Large Growth HTML 7/6/2009
Harbor Capital Appreciation Investor 4849 HCAIX Large Growth HTML 11/1/2002
Janus Henderson Mid Cap Value S 5152 JMVIX Mid-Cap Value HTML 7/6/2009
Virtus NFJ Mid-Cap Value Administrative 4325 PRAAX Mid-Cap Value HTML 8/31/1998
Fidelity Advisor® Value A 4726 FAVFX Mid-Cap Value HTML 12/23/2003
CRM Small/Mid Cap Value Investor 4539 CRMAX Mid-Cap Blend HTML 9/1/2004
Fidelity Advisor® Leveraged Company Stock A 4715 FLSAX Mid-Cap Blend HTML 12/27/2000
Janus Henderson Enterprise S 4939 JGRTX Mid-Cap Growth HTML 7/6/2009
Harbor Mid Cap Growth Investor 4847 HIMGX Mid-Cap Growth HTML 11/1/2002
Northern Small Cap Value 1436 NOSGX Small Value HTML 3/31/1994
American Beacon Small Cap Value 4333 AVPAX Small Value HTML 3/1/1999
Royce Total Return Service 5245 RYTFX Small Blend HTML 1/3/2002
Fidelity Advisor® Small Cap A 4762 FSCDX Small Blend HTML 9/9/1998
T. Rowe Price Small-Cap Value isor 5308 PASVX Small Blend HTML 3/31/2000
ClearBridge Small Cap 5012 LGASX Small Growth HTML 7/30/2004
iShares Russell Small/Mid-Cap Index Investor A 1643 BSMAX Small Blend HTML 8/13/2015
Royce Premier Service 5244 RPFFX Small Growth HTML 9/3/2002
Carillon Eagle Small Cap Growth A 4613 HRSCX Small Growth HTML 5/7/1993
Invesco Small Cap Growth A 4909 VASCX Small Growth HTML 10/18/1995
PGIM Select Real Estate Z 6049 SREZX Global Real Estate HTML 8/1/2014
Thrivent Small Cap Stock A 6058 AASMX Small Blend HTML 7/1/1996
American Century® Mid Cap Value Inv 4370 ACMVX Mid-Cap Value HTML 3/31/2004
Invesco Comstock Y 4913 ACSDX Large Value HTML 10/29/2004
American Funds American Mutual F1 4383 AMFFX Large Value HTML 3/15/2001
Alger Weatherbie Specialized Growth I 6010 ASIMX Small Growth HTML 8/6/2007
AB Select US Long/Short Portfolio 6009 ASLAX Long-Short Equity HTML 12/12/2012
BlackRock Mid-Cap Growth Equity Portfolio Investor A 4481 BMGAX Mid-Cap Growth HTML 12/27/1996
MFS Blended Research Mid Cap Equity A 5865 BMSFX Mid-Cap Blend HTML 8/19/2016
Boston Partners Small Cap Value II Inv 1624 BPSCX Small Value HTML 7/1/1998
iShares Russell Mid-Cap Index Inv A 1669 BRMAX Mid-Cap Blend HTML 11/30/2015
Calvert Small-Cap A 4494 CCVAX Small Blend HTML 10/1/2004
Columbia Select Mid Cap Value Adv 4518 CFDRX Mid-Cap Value HTML 11/8/2012
Calvert US Mid Cap Core Responsible Index A 6023 CMJAX Mid-Cap Blend HTML 10/30/2015
Delaware Smid Cap Growth Instl 4548 DFDIX Mid-Cap Growth HTML 11/9/1992
Diamond Hill Long-Short Inv 6028 DIAMX Long-Short Equity HTML 6/30/2000
Driehaus Small Cap Growth Investor 6029 DVSMX Small Growth HTML 8/21/2017
Carillon Eagle Mid Cap Growth I 4616 HAGIX Mid-Cap Growth HTML 6/21/2006
John Hancock Disciplined Value R4 4975 JDVFX Large Value HTML 5/22/2009
John Hancock Disciplined Value Mid Cap R4 4972 JVMTX Mid-Cap Value HTML 7/2/2013
BlackRock Advantage Large Cap Core Inv A 6019 MDLRX Large Blend HTML 12/22/1999
iShares Russell 2000 Small-Cap Index Inv A 1670 MDSKX Small Blend HTML 4/9/1997
MFS Value A 5088 MEIAX Large Value HTML 1/2/1996
MFS Growth A 5077 MFEGX Large Growth HTML 9/13/1993
MFS Research A 5084 MFRFX Large Blend HTML 10/13/1971
Neuberger Berman Long Short A 6043 NLSAX Long-Short Equity HTML 12/29/2011
Invesco Discovery Y 5124 ODIYX Small Growth HTML 6/1/1994
Invesco Main Street Small Cap Y 6003 OSCYX Small Blend HTML 5/17/2013
Principal MidCap Value I R5 6052 PABVX Mid-Cap Value HTML 6/1/2004
Principal Blue Chip R5 1900 PGBGX Large Growth HTML 3/29/2016
Columbia Large Cap Value Adv 4514 RDERX Large Value HTML 12/11/2006
Allspring Small Company Value Admin 6011 SCVIX Small Value HTML 1/31/2002
AMG TimesSquare Mid Cap Growth 1463 TMDPX Mid-Cap Growth HTML 3/4/2005
Carillon Scout Mid Cap I 1487 UMBMX Mid-Cap Blend HTML 10/31/2006
Invesco Small Cap Value Y 6002 VSMIX Small Value HTML 8/12/2005
International/Global Stock
Nuveen NWQ Global Equity Income 5118 NQGIX World Large Stock HTML 12/9/2004
Invesco Global A 5120 OPPAX World Large Stock HTML 12/22/1969
Third Avenue Value Institutional 5393 TAVFX World Large Stock HTML 11/1/1990
Virtus NFJ International Value Admin 4326 AIVAX Foreign Large Value HTML 5/12/2010
American Beacon International Equity Investor 4336 AAIPX Foreign Large Value HTML 8/1/1994
Harbor International Investor 4843 HIINX Foreign Large Blend HTML 11/1/2002
iShares MSCI EAFE International Index 1645 MDIIX Foreign Large Blend HTML 4/9/1997
ClearBridge International Growth Trust FI 5011 LMGFX Foreign Large Growth HTML 1/29/2004
Fidelity Advisor® Diversified International A 4701 FDVAX Foreign Large Growth HTML 12/17/1998
Invesco International Growth A 4914 AIIEX Foreign Large Growth HTML 4/7/1992
Invesco Oppenheimer International Growth A 5129 OIGAX Foreign Large Growth HTML 3/25/1996
Fidelity Advisor® International Small Cap Fund 4767 FIASX Foreign Small/Mid Blend HTML 5/27/2003
Invesco Oppenheimer Developing Markets Fund, Class A 5113 ODMAX Diversified Emerging Mkts HTML 11/18/1996
Northern Multi-Manager Emerging Markets Equity Fund 1513 NMMEX Diversified Emerging Mkts HTML 11/19/2008
Dreyfus Emerging Markets A 4592 DRFMX Diversified Emerging Mkts HTML 6/28/1996
Columbia Balanced Adv 6025 CBDRX  Allocation--50% to 70% Equity HTML 11/8/2012
Columbia Overseas Value Adv 4537 COSVX Foreign Large Value HTML 7/1/2015
Fidelity Advisor® China Region A 6008 FHKAX China Region HTML 5/9/2008
Fidelity Advisor® Japan A 6033 FPJAX Japan Stock HTML 12/14/2010
Goldman Sachs China Equity A 6035 GSAGX China Region HTML 7/8/1994
Janus Henderson European Focus T 6038 HFETX Europe Stock HTML 6/5/2017
American Funds International Growth and Income F1 4427 IGIFX Foreign Large Blend HTML 10/1/2008
Federated Hermes International Small-Mid Company A 6032 ISCAX Foreign Small/Mid Growth HTML 2/28/1996
BlackRock Emerging Markets Inv A 6020 MDDCX Diversified Emerging Mkts HTML 10/21/1994
BlackRock Advantage Global Investor A 6018 MDGCX Global Large-Stock Blend HTML 8/5/1994
American Funds New Perspective F1 4391 NPFFX Global Large-Stock Growth HTML 3/15/2001
American Funds New World F1 4426 NWFFX Diversified Emerging Mkts HTML 3/16/2001
T Rowe Price® Asia Opportunities Advisor 6053 PAAOX Pacific/Asia ex-Japan Stk HTML 5/21/2014
PGIM Jennison Global Opportunities Z 6048 PRJZX Global Large-Stock Growth HTML 3/14/2012
Columbia Global Value Adv 6026 RSEVX Global Large-Stock Value HTML 12/11/2006
Victory RS Global A 5537 RSGGX Global Large-Stock Blend HTML 5/16/2011
DWS Latin America Equity S 6030 SLAFX Latin America Stock HTML 12/8/1992
Wasatch Emerging India Investor 6061 WAINX India Equity HTML 4/26/2011
AMG Yacktman Global N 6015 YFSNX Global Large-Stock Value HTML 1/30/2017
Specialty
Invesco Convertible Securities A 4917 CNSAX Convertibles HTML 7/28/1997
Nuveen Global Infrastructure I 5114 FGIYX Infrastructure HTML 12/17/2007
Nuveen Real Estate Securities I 5112 FARCX Real Estate HTML 6/30/1995
Invesco Global Real Estate A 4890 AGREX Global Real Estate HTML 4/29/2005
PIMCO CommodityRealReturn Strategy Administrative 5187 PCRRX Commodities Broad Basket HTML 2/14/2003
Invesco Gold and Special Minerals A 5125 OPGSX Equity Precious Metals HTML 7/19/2003
Goldman Sachs Technology Opportunities Service 4836 GITSX Technology HTML 10/1/1999
Fidelity Advisor® Technology M 4725 FATEX Technology HTML 9/3/1996
Invesco Energy A 4915 IENAX Equity Energy HTML 3/28/2002
BlackRock Energy Opportunities Inv A 6021 BACAX Equity Energy HTML 2/16/2005
Baron Health Care Retail 6017 BHCFX Health HTML 4/30/2018
Victory Market Neutral Income A 6060 CBHAX Equity Market Neutral HTML 11/19/2012
Cohen and Steers Realty Shares L-F 4503 CSRSX Real Estate HTML 7/2/1991
Invesco Global Infrastructure Y 6037 GIZYX Infrastructure HTML 5/2/2014
MFS Global Real Estate A 6042 MGLAX Global Real Estate HTML 3/11/2009
Principal Real Estate Securities R5 1572 PREPX Real Estate HTML 12/6/2000
PGIM Jennison Utility A 5200 PRUAX Utilities HTML 1/22/1990
BlackRock Health Sciences Opportunities Portfolio A 4470 SHSAX Health HTML 12/21/1999

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