Investment Menu – RHFV

Understanding Your Investment Choices

The MERS Retiree Health Funding Vehicle (RHFV) has added additional investment options to assist you in meeting your Plan’s asset allocation targets. This program offers you a simple solution to a complex problem: how to establish a qualified medical trust with cost-effective diversified investments. The Retiree Health Funding Vehicle helps employers set aside assets for funding their Other Post Employment Benefits (OPEB) liability, while benefiting from investing in MERS investment options.

 Investment Menu Summary

 Investment Options Book for ISP & RHFV

Investment Menus

RHFV Investment Menu

Portfolios Built For You

These Premium Select Options were actively selected 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. Each portfolio has an allocation of stocks/bonds (in parenthesis below).

 MERS Total Market Portfolio
 MERS Global Stock Portfolio (100/0)
 MERS Capital Appreciation Portfolio (80/20)
 MERS Established Market Portfolio (60/40)
 MERS Balanced Income Portfolio (40/60)
 MERS Capital Preservation Portfolio (20/80)
 MERS Diversified Bond Portfolio (0/100)

Funds to Build Your Own Portfolio

 Large Cap Stock Index
 Mid Cap Stock Index
 Small Cap Stock Index
 International Stock Index
 Emerging Market Stock
 Short-Term Income

Disclaimer: The information contained in this Web site is being made available as a public service. The information is not intended to constitute legal, tax, accounting 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 If you believe the information is inaccurate, out-of-date, or incomplete, or if you have problems accessing or reading the information, please call MERS at 800.767.MERS (6377).