Designed for the do-it-yourselfers
Some employees want more control when investing for retirement. The Callan MultiManager® Core Funds give them the building blocks to build a portfolio that aligns with their lifestage and retirement goals.
The building blocks for retirement investing
Choice
Your employees can choose from a variety of strategies managed by top investment firms that offer a range of perspectives
Flexibility
This do-it-yourself option gives your employees the flexibility to customize their own portfolio based on their retirement goals
Diversification
Your employees get access to all the asset classes they need to build a fully diversified portfolio
Built-in flexibility and diversification
As building blocks for your employees' retirement portfolio, the Callan MultiManager® Core Funds provide diversified exposure to major asset classes.
Large Cap Equity Fund
Diversified exposure to stocks of the largest companies headquartered in the U.S. With a focus on long-term capital appreciation, the fund pursues a blended investment approach that balances growth and value characteristics.
Growth Equity Fund
Featuring diversified exposure to stocks of the largest companies headquartered in the U.S., the fund follows a growth investment approach that optimizes growth characteristics of individual companies held, while focusing on long-term capital appreciation.
Value Equity Fund
With diversified exposure to stocks of the largest companies headquartered in the U.S., the fund pursues a value investment approach that optimizes value characteristics of individual companies held, while focusing on long-term capital appreciation.
Small Cap Equity Fund
Featuring diversified exposure to the smallest companies headquartered in the U.S., the fund follows a blended investment approach that balances growth and value characteristics of companies held, while focusing on long-term capital appreciation.
International Equity Fund
With diversified exposure to companies primarily headquartered outside of the U.S., spanning large to small companies, the fund pursues a blended investment approach that balances growth and value characteristics, with a focus on long-term capital appreciation.
Core Bond Fund
With a focus on income and capital preservation, the fund features diversified exposure to the fixed income obligations of issuers predominantly from the U.S., investing principally in investment-grade debt securities, including U.S. government obligations, corporate bonds, and mortgage- and asset-backed securities.
Diversified Real Assets Fund
With a focus on income and capital preservation as primary objectives, the fund utilizes private and public investment strategies, including private core real estate, investing in both debt and equity securities that the adviser believes will behave favorably in pro-inflationary environments.
High Yield Bond Fund
With a focus on income and capital preservation, the fund features diversified exposure to the fixed income obligations of below investment-grade debt issuers predominantly from the U.S., investing principally in below investment-grade debt corporate bonds, as well as government bonds, of developing and developed countries.
Emerging Markets Equity Fund
Featuring diversified exposure to companies primarily headquartered in emerging markets or with significant exposure to emerging market stocks, spanning large to small companies, the fund pursues a blended investment approach that balances growth and value characteristics, with a focus on long-term capital appreciation.
Learn more about defined contribution plan trends in our 2023 DC Trends Survey.
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See how the Callan MultiManager® Funds can benefit your plan.
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