Investment Menu Summary
"Help me do it"These Premium Select Options were actively chosen for you by MERS. Here you have access to pre-built portfolios that MERS helps you manage by monitoring the investment managers and rebalancing the portfolio quarterly. It also gives you access to selected funds to help you build your own portfolio.
Note: Any changes in your age or financial situation could mean a different investment mix may be appropriate. With this in mind, it's always a good idea to review your investment choices regularly to make sure they are still suitable.
Portfolios Built For You
MERS Total Market Portfolio View fund sheet MERS Global Stock Portfolio(100% Stocks and 0% Bonds) View fund sheet MERS Capital Appreciation Portfolio(80% Stocks and 20% Bonds) View fund sheet MERS Established Market Portfolio(60% Stocks and 40% Bonds) View fund sheet MERS Balanced Income Portfolio(40% Stocks and 60% Bonds) View fund sheet MERS Capital Preservation Portfolio(20% Stocks and 80% Bonds) View fund sheet MERS Diversified Bond Portfolio(0% Stocks and 100% Bonds) View fund sheet
Funds to Build Your Own Portfolio
These pre-selected options give you a variety of available funds from which to choose. These funds are actively managed by MERS, ensuring that quality choices are available. These funds can be used alongside either the Retirement Strategies or pre-built portfolios, giving you the ability to further diversify your investment portfolio and fine-tune your strategy.
Large Cap Stock Index View fund sheet Mid Cap Stock Index View fund sheet Small Cap Stock Index View fund sheet Real Estate Stock View fund sheet Bond Index View fund sheet High Yield Bond View fund sheet International Stock Index View fund sheetEmerging Market Stock View fund sheet Short-Term Income View fund sheet Stable Value(Not available for Health Care Savings Plan) View fund sheet
The portfolios from the Premium Select Options are professionally managed by MERS. Each portfolio has a target asset allocation that is rebalanced on a quarterly basis. MERS Office of Investments uses a number of external institutional investment managers that make up these portfolios.
Phone/Tablet Friendly Site
The information contained in this Web site is being made available as a public service. The information is not intended to constitute legal or investment advice, or to replace official versions of that information. Benefit Estimates or Service Credit Purchase estimates requested through this Web site are not official descriptions of any benefits, and do not represent a promise by MERS to provide any benefit(s) to any person(s). No one can detrimentally rely upon the information provided in, or requested through this Web site. MERS reserves the right to correct any errors, and presents this information without warranties, express or implied, regarding the information?s accuracy, timeliness or completeness. If you believe the information is inaccurate, out-of-date, or incomplete, or if you have problems accessing or reading the information, please call MERS at 800.767.MERS (6377).