Set Rate Fund

Fund Summary

The Set Rate Fund is managed to earn a set rate of return to the participant and help offset volatility over the short-term.  The rate of return is set by the board of trustees and is subject to change based on the fund’s overall performance.

Performance Overview (as of 06/30/24)


Current Rate 2.0% Annualized

Investment Objective

The fund was created to provide a base of fixed income in an overall portfolio. This approach is for those whose primary desire is to protect against capital risk and who understand that protection against risk may require that some percentage of return be foregone, and protecting against any one risk may to some extent preclude protection against other risks.  The Set Rate Fund has a mixture of equities and fix income adjusted to meet a board-directed rate of return.

Fund Statistics

  • Inception Date:  5/17/2021
  • Time Horizon: 0 to 3 years
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