Value investments could be a wise idea, then, for investors concerned about volatility or worried the roughly 10-year-old bull market is running out of gas. Stable value has evolved beyond being simply a standalone capital preservation option to now serving as a key component in today’s model portfolios, target date funds and managed accounts. A stable value portfolio’s yield is the weighted average of all of the investment contracts’ individual crediting rates and the yield on cash held by the stable value portfolio. “In a typical stable value fund, you can move between investment options like you would any other fund, just as long as there’s not a competing fund, which there typically isn’t,” says Kelli Hueler, founder of Hueler Analytics. Image source: Getty Images. It is possible that investment contract crediting rates will be reduced in the event of large withdrawals from the Fund. For some investors, a high-quality bond fund may be more appropriate. Defined benefit pension plans and health and welfare benefit plans also may invest in stable value funds. American Funds has been helping investors pursue their savings goals since 1931. Battelle Stable Value Fund Stable value fund Fund facts Total net assets Expense ratio as of 12/31/19 Inception date Fund number $487 MM 0.23 % 06/30/96 4791 Investment objective The Battelle Stable Value Fund seeks to provide current and stable income while maintaining a stable share value of $1. The funds can have different liquidity requirements, but that shouldn’t affect most individual investors. * Online trading, ETFs, Mutual Funds, IRAs, & Retirement for Individual Investors; 401(k) Participants & Employees of Corporations * Account balances, investment options, contributions, and tools. Stable value funds primarily invest in guaranteed investment contracts (GICs) issued by insurance companies or banks, synthetic GICs, or in a common collective trust or mutual fund … The funds can have different liquidity requirements, but that shouldn’t affect most individual investors. When investors say they are seeking safety, they often mean that they want stability in price or minimized value fluctuation. For this type of stable value, returns generated above the fund’s promised rate are passed on to the insurance company. Benchmark ICE BofAML 1-3 Year US Corp/Gov Ind We offer mutual funds, target date funds, 401(k)s, IRAs and 529s. Using book value accounting, stable value products are uniquely structured to absorb some of this volatility by investing in a diversified pool of rate- and credit- … Stable value funds have long been a fixture in defined contribution plans, with more than $800 billion in assets 1 and a large majority of plans offering them as an investment option. Stable value funds are usually found in 401(k) plans. Many retirement investors like the idea of an investment that doesn't lose value and provides a solid return. The types of mutual funds for stability will usually be balanced funds or target-date retirement funds, which are mutual funds that invest in a balance of stocks, bonds, and cash, or other mutual funds, within one fund 403(b) & 457(b) Participants & Employees of Non-Profits * Account balances, investment options, contributions, and tools.

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