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Investment Options

The information below displays the investment options available in the Horace Mann Retirement Advantage® Program. You can choose from a menu of investment options that cover the risk/reward spectrum, from conservative to aggressive and both U.S. and International markets. International investing involves special risks such as currency fluctuation, lower liquidity, political and economic uncertainties, and differences in accounting standards.

The maximum annual account fees and expenses that you will periodically pay during the time that you own a Retirement Advantage account are a 1.25% asset-based fee and a $35 account fee. This does not include the fees and expenses of any mutual funds you invest in or processing fees associated with transaction requests, such as loans and distributions.

Select the style category to see the list of investment options in that style. The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. This information shall not constitute an offer to sell or the solicitation of an offer to buy any security referenced herein.

Mutual fund performance

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Month End

Quarter End

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Click the mutual fund name to download public filings including the prospectus or call 800-677-2363.

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US Stock Funds

Large Mutual Fund Ticker
Growth T. Rowe Price Growth Stock I PRUFX
Value MFS Value R6 MEIKX
Blend JPMorgan US Equity R6 JUEMX
Blend Vanguard 500 Index Admiral VFIAX
Mid Mutual Fund Ticker
Value MFS Mid Cap Value R6 MVCKX
Growth JPMorgan Mid Cap Growth R6 JMGMX
Blend Vanguard Mid Cap Index Adm VIMAX
Small Mutual Fund Ticker
Value DFA US Targeted Value I DFFVX
Growth AB Small Cap Growth Z QUAZX
Blend Vanguard Small Cap Index Adm VSMAX

Emerging Markets

Mutual Fund Ticker
Blend Neuberger Berman Emerg Mkts Eq R6 NREMX

International

Large Mutual Fund Ticker
Blend MFS International Growth R6 MGRDX
Blend Vanguard Total Intl Stock Index Admiral VTIAX

Fixed Income

Intermediate Mutual Fund Ticker
PGIM Total Return Bond R6 Intermediate Term Bond PTRQX
PGIM High Yield R6 PHYQX
Vanguard Total Bond Market Index Adm VBTLX

Target Date

Moderate Conservative Mutual Fund Ticker
Vanguard Target Retirement Income Inv VTINX
Moderate Mutual Fund Ticker
Vanguard Target Retirement 2020 Inv VTWNX
Vanguard Target Retirement 2025 Inv VTTVX
Vanguard Target Retirement 2030 Inv VTHRX
Vanguard Target Retirement 2035 Inv VTTHX
Moderately Aggressive Mutual Fund Ticker
Vanguard Target Retirement 2040 Inv VFORX
Vanguard Target Retirement 2045 Inv VTIVX
Vanguard Target Retirement 2050 Inv VFIFX
Vanguard Target Retirement 2055 Inv VFFVX
Vanguard Target Retirement 2060 Inv VTTSX

Real Estate

   Mutual Fund Ticker
Vanguard Real Estate Index Admiral VGSLX

Life Strategy

Moderate Growth Mutual Fund Ticker
Vanguard LifeStrategy Moderate Gr Inv VSMGX

Stable Value

    Mutual Fund  
  Horace Mann Stable Value Solution   

Comments and general market related projections are based on information available at the time of writing and believed to be accurate; are for informational purposes only, are not intended as individual or specific advice, may not represent the opinions of the entire firm and may not be relied upon for future investing. Investors are advised to consult with their investment professional about their specific financial needs and goals before makeing any investment decisions.

Horace Mann Investors, Inc. offers Horace Mann Retirement Advantage® as 403(b), 457(b) and 401(a) investment options. Horace Mann Investors, Inc., member FINRA, is located at 1 Horace Mann Plaza, Springfield, IL 62715. You can receive prospectuses from your Horace Mann representative, by calling 877-602-1870 or by visiting horacemann.com/retirementadvantage. You should read the prospectuses carefully and consider the investment objectives, risks, charges and expenses carefully before you invest or send money. The prospectuses will provide complete information about these subjects. As with all securities, mutual funds involve a risk of loss, including a loss of principal.

Custodial services are provided by Matrix Trust Company, a Colorado state-chartered trust company located at 717 17th Street, Suite 1300, Denver, CO 80202.

The information provided here is for general informational purposes only, and should not be considered a recommendation or investment, tax or legal advice. Retirement Advantage is not structured to the individualized needs of a particular plan, participant or beneficiary. The plan sponsor is responsible for selecting and monitoring investment options in which participants and beneficiaries may invest. Each investor needs to create an investment strategy for his or her own particular situation before making any investment decisions.