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Ishares

iShares

Barclay's Aggregate Bond Fund


Company Description

"The iShares Barclays Aggregate Bond Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the total United States investment grade bond market as defined by the Barclays Capital U.S. Aggregate Bond Index."

Products

Exchange Traded Funds

Location

California, Florida, New York, Pennsylvania, Texas

Minimum Premium or Deposit


Contact iShares

iShares



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Company Description

"The investment seeks a favorable long-term total return, mainly from current income, by primarily investing in a portfolio of fixed-income securities that is designed to produce a return that corresponds with the total return of the U.S. investment-grade bond market based on a broad bond index. Under normal circumstances, the fund invests at least 80% of its assets within its benchmark and portfolio tracking index, the Barclays Capital U.S. Aggregate Bond Index. The fund uses a sampling technique to create a portfolio that closely matches the overall investment characteristics of its index."

Products

Mutual Funds

Location

California, Florida, New York, Pennsylvania, Texas

Minimum Premium or Deposit

$2,500


Contact TIAA-CREF

TIAA-CREF



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USAA

Extended Market Index Fund


Company Description

"The fund's investment objective is to seek to match, before fees and expenses, the performance of the U.S. stocks not included in the S&P 500 Index as represented by the Dow Jones U.S. Completion Total Stock Market Index. Normally at least 80% of the portfolio's assets will be invested in stocks of companies or other financial instruments that are included in or correlated with securities in the Dow Jones U.S. Completion Total Stock Market Index."

Products

Mutual Funds

Location

California, Florida, New York, Pennsylvania, Texas

Minimum Premium or Deposit

$3,000


Contact USAA

USAA



T Rowe Logo 2

T Rowe Price

Equity Index 500 Fund


Company Description

"The fund seeks to match the performance of the Standard & Poor's 500 Stock Index®. The S&P 500 is made up of primarily large-capitalization companies that represent a broad spectrum of the U.S. economy and a substantial part of the U.S. stock market's total capitalization."

Products

Mutual Funds

Location

California, Florida, New York, Pennsylvania, Texas

Minimum Premium or Deposit

$2,500


Contact T Rowe Price

T Rowe Price