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FMS Managed Retirement Plans

Fund Information

 

Below are funds available through various FMS Managed Retirement Plans. Please refer to your plan sponsor’s fund list to determine if a particular fund is available as an investment option on your plan. 

 

Stable Value


  • Federated Capital Preservation
  • Morley Stable Value

 

Bond and Guaranteed Fund Options


  • Harbor Bond (HABDX)
  • Neuberger Berman Strategic Income A (NSTAX)
  • PIMCO Total Return R (PTTRX)
  • TCW Core Fixed-Income I (TGCFX)
  • Templeton Global Bond R (TPINX)
  • Vanguard Intermediate Term Treasury (VFITX)

 

Balanced Funds


  • Manning & Napier Pro-Blend Mod Term (EXBAX)

 

Large Cap Stock Funds


  • Amana Growth (AMAGX)
  • American Funds Growth Fund of America - Class R4 (RGAEX)
  • Tocqueville (TOCQX)
  • T. Rowe Price New America Growth (PRWAX)
  • Vanguard 500 Index Investor (VFINX)
  • Yacktman (YACKX)

 

Mid-Cap Stock Funds


  • INVESCO Mid Cap Core Equity (GTARX)
  • Nicholas Equity Income I (NSEIX)
  • Perkins Mid-Cap Value (JMCVX)
  • Westcore Select (WTSLX)

 

Small-Cap Stock Funds


  • Fidelity Small Cap Discovery (FSCRX)
  • Gabelli Small Cap Growth AAA (GABSX)

 

Global and International Funds


  • American Funds Capital World Growth & Income Fund - Class R4 (RWIEX)
  • Aberdeen International Equity (GIGAX)
  • Oppenheimer Developing Markets Y (ODVYX)
  • Oppenheimer Global Opportunities (OGIYX)
  • Thomas White International Fund (TWWDX)

 

About Us
  • Quarterly Commentary
  • Portfolio Management
  • Retirement Plans
  • eMoney Advisor
  • Financial Planning
  • Account Information
  • Individual Portfolio Fund Information
  • Retirement Account Fund Information
  • Regulatory Documents
  • Our People
  • Our Location
  • Secure E-mail
Contact Us

9050 Sweet Valley Drive
Valley View, OH 44125

Phone: (216) 642-1099
Fax: (216) 642-1186

clientupdate @fmstrategies.biz
Map and Directions

 

 

 

 Securities offered through Registered Representatives of Walnut Street Securities, Inc. member FINRA and SIPC.

Investment advisory and financial planning services offered through Financial Management Strategies, Inc.

 Financial Management Strategies, Inc. and Plancorp, Inc. are not subsidiaries or control affiliates of Walnut Street Securities, Inc.

 

Representatives in this office are licensed to sell securities in the following states:

AL, AZ, CA, CO, FL, GA, IL, IN, KY, MD, MI, MN, MO, NC, NJ, NY, OH, OR, PA, TX, UT, VA, WA, WI