Horizon™ for St. of Connecticut
Fund List (as of 12/27/22)
Type/Asset Class Fund Name Comments/Penalties
Bonds PIMCO Total Return Fund Inst None
Stability of Principal Connecticut Stable Value Fund None
Asset Allocation Vanguard Trgt Retire 2035 Fnd Inv Not included in Horizon
Asset Allocation Vanguard Trgt Retire 2045 Fnd Inv Not included in Horizon
Asset Allocation Vanguard Trgt Retire Income Fnd Inv Not included in Horizon
Small/Mid/Specialty TIAA-CREF Sm-Cp Blend Index Fnd Inst 2% penalty if owned < 60 days. Not included in Horizon™ .
Large Cap Value TIAA-CREF Intl Equity Index Fnd Inst 2% penalty if owned < 60 days. Not included in Horizon™ .
Bonds Vanguard Total Bnd Mrkt Indx Fd Inst None
Large Cap Value Hartford Capital Apprec HLS Fnd IA None
Small/Mid/Specialty JPMorgan Mid Cap Value Fund I None
Small/Mid/Specialty Vanguard Explorer Fund Adm None
Large Cap Growth Fidelity Contrafund None
Asset Allocation Vanguard Trgt Retire 2025 Fnd Inv Not included in Horizon
Bonds Calvert Social Invmt Fnd Bnd Port I None
Global/International TIAA-CREF Equity Index Fund Inst None
Large Cap Value TIAA-CREF Social Choice Eqty Fd Inst None
Real Estate Vanguard REIT Index Fund Inst None
Large Cap Value Vanguard Instit Index Fnd Inst Pl None
Bonds Vanguard Infl-Prt Securities Fd Inst Ticker changed from VIPIX 3/2021
Real Estate DFA Real Estate Securities Port Inst None
Global/International American Funds EuroPacific R6 None
Large Cap Growth American Funds Growth Fnd R6 None
Large Cap Value [American Funds] American Mutual Fund R-6 shares None
Mid Cap Blend Vanguard Mid Cap Index (Signal Shares)  None