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Investment Options for the State of Connecticut Alternate Retirement Program


The menu of investment options available under the State of Connecticut Alternate Retirement Program is comprised of:

  • A family of five lower cost “target date” lifecycle funds
  • Lower cost passively managed index funds
  • Actively managed mutual funds
  • Diversified stable value option consisting of assets managed by multiple financial organizations
  • By clicking on the fund names listed, you can view one-page fund fact sheets for each option. The 3 or 4 digit fund code included in the second column of this chart is required for you to access your account online or via our Voice Response Unit (VRU) toll-free number.

    To better understand the investment option information provided to you, please carefully review this additional information about types of investment risks and glossary of terms and statistics found on the fund fact sheets. Documentation will also provide instructions about how to obtain any underlying fund prospectuses. Please click here.

    Investment Option

    Fund Code

    Asset Class

    Connecticut Stable Value Fund*

    1792

    Stability of Principal

    Calvert Social Investment Bond Fund

    1089

    Bonds

    PIMCO Total Return Fund – Institutional Shares

    544

    Bonds

    Vanguard® Inflation-Protected Securities Fund – Institutional Shares**

    1229

    Bonds

    Vanguard® Total Bond Market Index Fund – Institutional Shares**

    799

    Bonds

    Vanguard® Target Retirement 2015 Fund – Investor Shares**

    791

    Asset Allocation

    Vanguard® Target Retirement 2025 Fund – Investor Shares**

    926

    Asset Allocation

    Vanguard® Target Retirement 2035 Fund – Investor Shares**

    793

    Asset Allocation

    Vanguard® Target Retirement 2045 Fund – Investor Shares**

    794

    Asset Allocation

    Vanguard® Target Retirement Income Fund – Investor Shares**

    795

    Asset Allocation

    Hartford Capital Appreciation HLS Fund – Class IA

    804

    Large Cap Value

    TIAA CREF Equity Index Fund – Institutional Class

    1092

    Large Cap Value

    TIAA CREF Social Choice Equity Fund – Institutional Class

    1224

    Large Cap Value

    Vanguard® Institutional Index Fund – Institutional Plus Shares**

    1228

    Large Cap Value

    Fidelity® VIP Contrafund® Portfolio – Initial Class***

    896

    Large Cap Growth

    The Growth Fund of America® – Class R-6

    1724

    Large Cap Growth

    Fidelity® VIP Mid Cap Portfolio – Initial Class***

    897

    Small/Mid/Specialty

    JPMorgan Mid Cap Value Fund – Class I

    816

    Small/Mid/Specialty

    TIAA-CREF Small-Cap Blend Index Fund – Institutional Class

    Click here
    to view the TIAA-CREF Institutional Small-Cap Blend Index Fund Redemption Fee Policy

    797

    Small/Mid/Specialty

    Vanguard® ExplorerTM Fund - AdmiralTM Shares**

    828

    Small/Mid/Specialty

    Vanguard® REIT Index Fund – Institutional Shares**

    Click here
    to view the Vanguard® REIT Index Fund Redemption-Fee Policy.

    1225

    Small/Mid/Specialty

    DFA Real Estate Securities Portfolio

    1438

    Small/Mid/Specialty

    EuroPacific Growth Fund® - Class R-6

    1723

    Global/International

    TIAA-CREF International Equity Index Fund –Institutional Class

    Click here
    to view the TIAA-CREF Institutional International Equity Index Fund Redemption Fee Policy

    798

    Global/International


    *Investment option is a blend of separate account investment contracts issued by ING Life Insurance and Annuity Company (ILIAC), each of which provides for a periodically declared interest rate and a guarantee of principal and accrued interest based on the claims-paying ability of ILIAC.

    ** Vanguard and the ship logo are trademarks of The Vanguard Group, Inc.

    *** Investment option is held in a separate account through a funding agreement with ING Life Insurance and Annuity Company. Fidelity and Fidelity Investments and (Pyramid) design are registered trademarks of FMR Corp.

    Fund Performance is available by selecting the fund performance tab from the side bar menu under the “About Your Investments” section of this Web site. In addition, fund performance summaries will be included with your quarterly statements and can be obtained from your local representative.

    ING Frequent Trading Policy


    You should consider the investment objectives, risks, charges, and expenses of the investment options offered through a retirement plan carefully before investing. The prospectuses/fund fact sheets, containing this and other information, can be obtained by contacting your local representative also referred to as a Defined Contribution Plan Consultant. Please read the information carefully before investing.

     

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    Insurance products issued by ING Life Insurance and Annuity Company (ILIAC). The 403(b)(7) is a series of mutual funds offered through a custodial account with ING National Trust.Seminars and securities offered through ING Financial Advisers, LLC (member SIPC), One Orange Way, Windsor, CT 06095-4774, or other broker-dealers with which ILIAC has selling agreements.