Investment Options

Invest your 403(b) in the funds that best match your retirement goals.

Vision Fund

Investments in CEP’s Vision Fund are used to provide loans to Assemblies of God churches and ministries.  The Vision Fund is currently offering a return of 3.3% APR and is reviewed quarterly. Read the Offering Circular carefully before investing.

Mutual Fund Options

Review the mutual funds by entering the symbol into any financial website. Read the fund prospectus(es) carefully before investing.

Individual Funds Symbol
DFA US Small Cap I DFSTX
Guidestone Funds Equity Index Instl GEQYX
Hartford Core Equity R6 HAITX
JPMorgan Large Cap Value R6 JLVMX
Lazard Intl Strategic Equity R6 RLITX
Praxis Impact Bond Institutional MIIIX
Steward Global Equity Income SGISX
Templeton Global Bond R6 FBNRX
VALIC Fixed Interest
Vanguard 500 Index Adm VFIAX
Vanguard Equity-Income Adm VEIRX
Vanguard Mid Cap Index Adm VIMAX
Vanguard Total Bond Market Index Adm VBTLX
Victory Sycamore Established Value R6 VEVRX
Voya Intermediate Term Bond R6 IIBZX
Professionally Managed Accounts Symbol
Principal SAM Flexible Income Ins PIFIX
TIAA-CREF Lifestyle Conservative Instl TCSIX
Schwab Balanced SWOBX
JPMorgan Investor Growth R6 JFTUX
Faith Based Target Retirement Date
Target Retirement Date 2020
Target Retirement Date 2030
Target Retirement Date 2040
Target Retirement Date 2050
Risk-Based Plus*
2020 Conservative or Moderate
2030 Conservative or Moderate
2040 Conservative or Moderate
2050 Conservative, Moderate, or Aggressive
*Target retirement date models that also incorporate an investor’s risk tolerance

There is a $3 monthly maintenance fee charged to your account. See the fund prospectus(es) for fees associated with investing in the mutual funds. There are no other fees when investing in just the Vision fund, which is Church Extension Plan’s loan fund.

Advisory Services offered through Envoy Advisory, Inc. Registered Investment Advisor.