StephensChoice - A Turnkey Approach to Retirement Planning
StephensChoice is a quality process for selecting and monitoring actively managed mutual funds. Our objective is to build a "Best of Breed" portfolio of actively managed funds across an array of asset classes. As a turnkey solution for your retirement program, the StephensChoice program provides a full range of plan education services. We have alliances with third party administrators which provide plan administration.
The investment platform enables investors to build an asset allocation that provides diversification and market return exposure for their risk tolerance and time horizon. To simplify the asset allocation decision for investors, our investment professionals have developed five Lifestyle Asset Allocation Models that provide appropriate allocations for the risk tolerance and time horizons of typical investors using the actively managed funds identified through the StephensChoice process.
Once chosen, selected actively managed funds are regularly monitored in a thorough and demanding manner. Actively managed funds unable to meet our high standards are replaced.
Contact us today to learn more about our unique approach to capital managment.
Actively Managed Funds Cash and Cash Equivalents Federated Government Obligations
Bond Baird Core Plus Inv BlackRock Low Duration BLK Loomis Sayles Global Bond Fund Lord Abbett High Yield R6
Equity Invesco Discovery Fund I Invesco Discovery Mid Cap Growth R6 T. Rowe Price Mid Cap Value T. Rowe Price Value I T. Rowe Price Small Cap Value I PGIM Jennison Growth R6
International Equity Columbia Overseas Value Instl 3 Invesco Developing Markets Wasatch International Growth Instl
In Certain Portfolios These Actively Managed Funds Continue to be Offered Dodge & Cox Stock Fund Janus Henderson Enterprises
Previously Offered Index Funds Equity Federated Mid-Cap Index Fund SSgA S&P 500 Index Fund
Previously Offered Actively Managed Funds Aberdeen Global High Income Allianz NFJ Large Cap Value Allianz NFJ Renaissance Artio International Equity Fund A Artio International Equity II A BlackRock International Bond Service Calamos Growth Fund Columbia Acorn International A Columbia Acorn International R4 Columbia Acorn International Z Dodge & Cox International Federated Mini-Cap Index Fund Fidelity Advisor New Insights I Fidelity Advisor Small Value I Fidelity Low Priced Stock Goldman Sachs Mid Cap Value Goldman Sachs Mid Cap Value I Growth Fund of America R3 Invesco Oppenheimer Dis. Mid Cap Gr. R6 Ivy International Core Equity R6 JP Morgan Mid Cap Value I Perkins Mid-Cap Value Royce Low Priced Stock Inv. Royce Low Priced Stock Svc Royce Total Return S Sentinel Small Company I SSgA Emerging Markets Thornburg Core Growth Fund R5 Van Eck Emerging Market
Stephens Performance Update
All Performance Data is Historic as of 8/31/2023. Annualized*
< Asset Class
> Actively Managed Fund
+ Prospectus Benchmark
@ Morningstar Category
Disclaimers: 1 Stocks of medium-sized companies may be more volatile and less liquid than large company stocks. 2 There are additional risks associated with investments in smaller and/or newer companies because their shares tend to be less liquid than securities of larger companies. Further, shares of small and new companies are generally more sensitive to purchase and sales transactions and changes in the issuer’s financial condition and, therefore, the prices of such stocks may be more volatile than those of larger company stocks.> 3 Investing in foreign securities presents certain risks that may not be present in domestic securities. For example, investments in foreign and emerging markets present special risks including currency fluctuation, the potential for diplomatic and political instability, regulatory and liquidity risks, foreign taxation and differences in auditing and other financial standards.> 4 Investing in foreign securities presents certain additional risks that may not be present in domestic securities. For example, investments in foreign and emerging markets present special risks including currency fluctuation, the potential for diplomatic and political instability, regulatory and liquidity risks, foreign taxation and differences in auditing and other financial standards. In addition to the greater exposure to the risks of foreign investing, emerging markets present considerable additional risks, including potential instability of emerging market countries and the increased susceptibility of emerging market economies to financial, economic and market events.> 5 Investing in foreign debt obligations entails additional risks, including those related to regulatory, market or economic developments, foreign taxation and less stringent investor protection and disclosure standards.> 6 Investing in debt (bond) obligations entails additional risks, including interest rate risk such that when interest rates rise, the prices of bonds and the value of bond funds shares can decrease and the investor can lose principal value.>
IMPORTANT PERFORMANCE INFORMATION
The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Additional information is available upon request. Past performance is no guarantee of future results. Current performance may be lower or higher than the performance data quoted. Data shown is the most recent month-end on this Website. For more complete information about the actively managed mutual funds including investment objectives, risks, fees, expenses and charges, obtain a current prospectus by calling 1-800-643-9691 ext. 2505. Please read the prospectus carefully before investing.
Information included in this site was obtained from internal and external sources considered to be reliable but have not been independently verified and is not guaranteed as to its accuracy or completeness. Such information is believed to be accurate on the date stated.