How to Use Stable Value Funds

ICMA-RC’s VantageTrust PLUS Fund is a stable value fund that seeks to offer a competitive level of income, consistent with capital preservation and meeting liquidity needs. The PLUS Fund is managed to seek to produce relatively stable returns compared to intermediate-term fixed-income funds.

Deciding whether and how much to invest in this fund depends on your investment goals, your time frame, and your risk tolerance. Older investors may find the PLUS Fund to be a good home for more of their money, especially as they shift to a more-conservative portfolio and start to tap their retirement savings. See the “Reaching Your Dreams Retiree Guide” for more information about adjusting your portfolio in retirement.

For more information, see Making Sound Investment Decisions: A Retirement Investment Guide by logging into Account Access, visiting Our Funds or contacting Investor Services, 800-669-7400.