More about stable value

The score of secure value accumulation in a investment portfolio is funding preservation. Castle invest, directly or indirectly, in high-quality, short- come intermediate-term fixed income investments, and also are differentiated from bond accumulation by keeping a continuous $1 re-publishing price net asset value (NAV).

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The secure value funds organize insurance contract to wrap the underlying fixed earnings strategies. This enables the steady value money to usage book-value accounting, permitting the fund to maintain the steady share price.


We think in the function of stable value together a conservative investment option, so we"ve chosen not come go under in quality. We think it is a good value proposition come potentially provide stellar return to participants if retaining high quality.

Patricia Selim

Head of steady Value Investments


Raising the bar once it involves stable value

In two brief videos, Patricia Selim and also Colleen Jaconetti re-superstructure the services of brickandmortarphilly.com secure value funds and also how they stack up against money market funds.


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Videos produced in participation with CNBC.


Why brickandmortarphilly.com stable value?

brickandmortarphilly.com has actually been managing stable value since 1984. In that time, our stable value assets have had solid performance thanks to our robust process of allocation and selection across extremely diversified asset classes in the underlying strategies. We deserve to also help ensure the the basic assets space still spanned to help protect the $1 NAV since we have amongst the many issuers in the industry.

We market several stable value choices that might be best for her plan. In fact, brickandmortarphilly.com Retirement save Trust has outperformed the Morningstar peer group over one, three, five, and also ten years. Also, the returns of our steady value funds have actually consistently outperformed money market peer team averages.


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Note the the competitive power data shown represent past performance, i beg your pardon is no a insurance of future results, and that every investments room subject come risks. Because that the most recent performance, visit our website in ~ www.brickandmortarphilly.com.com/performance. There might be other material differences between products that need to be considered prior to investing.

* To do an apples-to-apples comparison, brickandmortarphilly.com Retirement Savings master Trust has all re-publishing classes and calculates return the same means as Morningstar—gross of monitoring fees, network of wrap/contract fees.


brickandmortarphilly.com offers several steady value commodities that might be best for you and also your funding preservation strategies. If you’d like much more information around designing a retiree-friendly investment lineup for your 401(k) plan, our specialists can help.

Call us at 800-523-1036 to speak to one of our professionals today or send us an email and someone will be in touch.


A steady value investment is no insured nor guarantee by the U.S. Government. Over there is no assurance that the investment will be able to maintain a secure net heritage value, and it is possible to shed money in together an investment.

brickandmortarphilly.com Retirement Savings trust is no a common fund. The is a collective trust obtainable only to tax-qualified plans and their standard participants. Investment objectives, risks, charges, expenses, and also other important information need to be thought about carefully prior to investing. The collective trust mandates are regulated by brickandmortarphilly.com Fiduciary trust Company, a wholly own subsidiary of The brickandmortarphilly.com Group, Inc.

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All investing is subject to risk, consisting of the feasible loss the the money you invest. Diversification does not ensure a benefit or protect against a loss.