MBA 403(b)

Fund Descriptors

Track 1: MBA Fixed Income Option

The MBA Income Fund pays a fixed rate that is declared quarterly with interest compounding monthly. It has had an attractive, stable rate of return since inception over 50 years ago. Your investment in this fund is used to build AG churches and ministry facilities across the country.

MBA Income Fund - 100% Fixed

Track 2: Individual Investment Options

This option allows you to blend the MBA Income Fund with a stock strategy. The MBA Income Fund pays a fixed rate that is declared quarterly with interest compounding monthly. Loans to churches is the primary investment vehicle in the interest bearing MBA Income Fund, allowing you the choice to invest in Kingdom ministry along with or instead of the market.

MBA Income Fund - 100% Fixed
Steward Diversified Equity Strategy - 100% Stocks

Track 3: Target-Date Strategies

Target-date investment choices allow you to choose a strategy based on your date of retirement. The Steward Navigator funds help take the emotion out of investing to provide a disciplined approach toward your retirement goals. These strategies automatically adjust to become more conservative as your targeted date of retirement approaches.

Steward Navigator 2020 Strategy
Steward Navigator 2030 Strategy
Steward Navigator 2040 Strategy
Steward Navigator 2050 Strategy

Track 4: Risk-Based Strategies

These pre-mixed strategies will create a well-diversified portfolio with one investment choice.

The Steward strategies offer a fully-screened enhanced index investment approach:

Steward Conservative Strategy - 20% Stocks/80% Bonds
Steward Moderate Growth Strategy - 40% Stocks/60% Bonds
Steward Balanced Strategy - 60% Stocks/40% Bonds
Steward Aggressive Growth Strategy - 80% Stocks/20% Bonds
Steward Diversified Equity Strategy - 100% Stocks

The Russell strategies offer a non-screened active manager investment approach:

Russell Life Points® Moderate Strategy Fund - 40% Stocks/60% Bonds
Russell Life Points® Balanced Strategy Fund - 60% Stocks/40% Bonds
Russell Life Points® Growth Strategy Fund - 80% Stocks/20% Bonds
Russell Life Points® Equity Growth Strategy Fund - 100% Stocks