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.