401(k) Funds

Explore and view mutual funds offered in the Vista 401(k) Plan

AIADX – Inflation Adjusted Bond

The Fund seeks to provide total return and inflation protection consistent with investment in inflation-indexed securities. The fund invests at least 80% of its assets in inflation-adjusted debt securities which include inflation-indexed securities issued by the U.S. Treasury.

Morningstar Category:
Inflation-Protected Bond
Fund inception date:
7/28/2017
Benchmark Index:
Barclays U.S. TIPS Index

RERGX – EuroPacific Growth

The fund’s investment objective is to provide long-term growth of capital. The fund invests primarily in common stocks of issuers in Europe and the Pacific Basin that the investment adviser believes have the potential for growth. Growth stocks are stocks that the investment adviser believes have the potential for above-average capital appreciation.

Morningstar Category:
Foreign Large Growth
Fund inception date:
5/1/2009
Benchmark Index:
MSCI ACWI Ex USA Growth NR USD

Target Date Retirement Series

Depending on the proximity to its target date the fund will seek to achieve the following objectives to varying degrees: growth, income and conservation of capital. The fund will increasingly emphasize income and conservation of capital by investing a greater portion of its assets in bond, equity-income, and balanced funds as it approaches and passes its target date. In this way, the fund seeks to balance total return and stability over time.

Morningstar Category:
Target Date
Fund inception date:
Varied
Benchmark Index:
Morningstar Mod Tgt Risk TR USD

RFTTX 2010	RFJTX 2015	RRCTX 2020	RFDTX 2025
RFETX 2030	RFFTX 2035	RFGTX 2040	RFHTX 2045
RFITX 2050	RFKTX 2055	RFUTX 2060	RFVTX 2065

OIEJX – Equity Income Fund

The Fund seeks current income through regular payment of dividends with the secondary goal of capital appreciation. The Fund invests 80% of its net assets in the equity securities of corporations that regularly pay dividends, including common stocks and debt securities and preferred stock convertible to common stock.

Morningstar Category:
Large Value
Fund inception date:
1/31/2012
Benchmark Index:
S&P 500 Index


FSPSX – International Index Fund
Seeks to provide investment results that correspond to the total return of foreign stock markets. Normally investing at least 80% of assets in common stocks included in the Morgan Stanley Capital International Europe, Australasia, Far East Index, which represents the performance of foreign stock markets.		Morningstar Category: Large Blend Fund Inception Date 9/8/2011 Benchmark Index: MSCI EAFE

TBCIX – Blue Chip Growth Fund

The fund seeks long-term growth of capital by investing primarily in common stocks of well-established large and medium-sized companies. Income is a secondary objective. Focus on “blue chip” companies with the following characteristics: Leading market positions; seasoned management teams; strong financial conditions; Above-average growth and profitability.

Morningstar Category:
Large Growth
Fund inception date:
12/17/2015
Benchmark Index:
S&P 500 Index

LTRHX – Total Return

The Fund seeks a high total return by investing primarily in U.S. Government, mortgage-backed, and investment grade debt securities. The Fund’s duration will be within two years of the Barclays Capital Aggregate Bond Index duration.

Morningstar Category:
Intermediate Core-Plus Bond
Fund inception date:
6/30/2015
Benchmark Index:
Bloomberg U.S. Agg Bond TR USD

853527604 – Guaranteed FI VI

A single insurer (The Standard) general account backing the guarantee. General account assets are exclusively managed by The Standard with a long history in the insurance business. This fund maintains a 60/40 split between traditional fixed income and mortgage loan allocations.

Morningstar Category:
Value Fund
Fund inception date:
>30 Years
Benchmark Index:
ICE BofA 1-3Y US Corp & Govt TR USD / ICE BofA US 3M Trsy Bill TR USD

VBAIX – Balanced Index Fund

Seeks with 60% of its assets to track the investment performance of a benchmark index that measures the investment return of the overall U.S. stock market. With 40% of its assets, the fund seeks to track the investment performance of a broad, market-weighted bond index.

Morningstar Category:
Allocation– 50% to 70% Equity
Fund inception date:
12/1/2000
Benchmark Index:
Balanced Composite Index

VINIX – Institutional Index Fund
Seeks to track the performance of a benchmark index that measures the investment return of large-capitalization stocks. The fund employs an indexing investment approach designed to track the performance of the Standard and Poor’s 500 Index, which is dominated by the stocks of large U.S. companies.		Morningstar Category: Large Blend Fund inception date: 7/31/1990 Benchmark Index: S&P 500 Index

VMCIX – Mid-Cap Index Fund
Seeks to track the performance of a benchmark index that measures the investment return of mid-capitalization stocks. The fund employs an indexing investment approach designed to track the performance of the CRSP US Mid Cap Index, a broadly diversified index of stocks of medium-size companies.		Morningstar Category: Mid-Cap Blend Fund inception date: 5/21/1998 Benchmark Index: Spliced Mid-Cap Index