The Balanced Fund is a moderately conservative investment option that includes exposure to bonds and stocks. The objective is to seek current income and some capital appreciation. The Balanced Fund began as of January 1, 2018 and was preceded by the Bond Fund from 2012-2017 and the Stable-Value Fund before 2012.
The Balanced Fund began as of January 1, 2018, so quarterly historical returns are not yet available. Historical investment performance for the Bond Fund is available in a separate table.
February 2018: $16.611
as of June 30, 2017
For benchmark comparison information, please access the Fund Profiles booklet.