Stable Value Investments

Consider for the conservative portion of your investment portfolio.

Stable value investments seek to provide relatively stable income that is comparable to shorter- to intermediate-term bonds over time but with preservation of capital.

  • They are designed to protect investor’s principal through insurance company and bank contracts, but are not federally insured or guaranteed like most Certificates of Deposit (CDs) and bank saving accounts, and it is possible to lose money by investing in them.
  • Their returns tend to follow the general direction of interest rates but may change more slowly than the overall market – a likely benefit to investors when rates are declining but may be a disadvantage when rates are increasing rapidly.
  • They are designed to meet the general liquidity needs of participants but typically impose restrictions on certain transfers and withdrawals.

Stable value investments should be considered as part of a diversified investment portfolio, especially for those with low tolerances for risk and/or shorter time horizons.

The MissionSquare PLUS Fund may be available in your plan. To view the specific investments available in your plan, including fee-adjusted performance data, log in to your account online or contact us.

Investors should carefully consider their own investment goals, risk tolerance and liquidity needs before making an investment decision. Investing involves risk, including possible loss of the amount invested. The Funds’ offering and disclosure documents include a complete summary of all fees, expenses, financial highlights, investment objectives and strategies, and risks, and should be carefully reviewed before investing. This information is available when you log in at, or upon request by calling (800) 669-7400.

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