The CSU TSA Program serviced by MetLife Resources offers 22 mutual funds covering 18 different asset classes as part of a platform called the Mutual Fund Select Portfolios (MFSP).
Fund Name | Morningstar Category | Ticker |
| Strategic Value Annuity | Cash/Cash Equivalent | |
| SSgA Money Market Institutional | Money Market Taxable | SSMXX |
PIMCO Total Return Admin | Intermediate-Term Bond | PTRAX |
Vanguard Long-Term Bond Index | Long-Term Bond- Index | VBLTX |
PIMCO Real Return Admin | Inflation-Protected Bond | PARRX |
Janus Balanced | Moderate Allocation | JABAX |
American Beacon Large Cap Value Plan | Large Value | AAGPX |
Columbia Large Cap Index A | Large Blend- Index | NEIAX |
Oppenheimer Main St Opportunity Y | Large Blend | OMSYX |
American Funds Growth Fund of America R3 | Large Growth | RGACX |
TIAA-CREF Institutional Mid-Cap Value Retire | Mid-Cap Value | TRVRX |
Oppenheimer Small & Mid Cap Value A | Mid-Cap Blend | QVSCX |
Columbia Acorn A | Mid-Cap Growth | LACAX |
Royce Opportunity Invt | Small Value | RYPNX |
Oppenheimer Main St Small Cap Y | Small Blend | OPMYX |
Fidelity Advisor Small Cap I | Small Growth | FSCIX |
American Funds EuroPacific Growth R3 | Foreign Large Blend | RERCX |
SSgA Tuckerman Active REIT | Specialty-Real Estate | SSREX |
American Funds Target Date Retirement 2010 R3 | Target-Date 2000-2014 | RCATX |
American Funds Target Date Retirement 2020 R3 | Target-Date 2015-2029 | RCCTX |
American Funds Target Date Retirement 2030 R3 | Target-Date 2030+ | RCETX |
American Funds Target Date Retirement 2040 R3 | Target-Date 2030+ | RCKTX |
American Funds Target Date Retirement 2050 R3 | Target-Date 2030+ | RCITX |
Morningstar asset class information used with permission of Morningstar, Inc. Morningstar, Inc. is not affiliated with MetLife.
Metropolitan Life Insurance Company, 200 Park., Ave, New York, NY 10166
Securities and investment advisory services are offered by Registered Representatives and Investment Advisor Representatives, respectively, of MetLife Securities, Inc. (MSI), (member FINRA/SIPC), a Registered Investment Adviser, 200 Park Avenue, New York, NY 10166.
Mutual funds are sold by prospectus, which is available from your registered representative. Please carefully consider investment objectives, risks, charges, and expenses before investing. For this and other information about any mutual fund investment please obtain a prospectus and read it carefully before you invest. Investment return and principal value will fluctuate with changes in market conditions such that shares may be worth more or less than original cost when redeemed. Diversification cannot eliminate the risk of investment losses, and past mutual fund performance is not a guarantee of future results.
The Fixed Annuity (SVA) is a fixed, deferred annuity issued by MetLife Insurance Company of Connecticut (MICC), 1300 Hall Boulevard, Bloomfield, CT 066002. MetLife Investors Distribution Company (member FINRA), 5 Park Plaza, Suite 1900, Irvine, CA 92614 is the principal underwriter. Policy Form # L-22419C.
SVA is a fixed annuity offered by prospectus only, which is available from your registered representative. Withdrawals from the Fixed Annuity may be subject to a withdrawal charge and a market value adjustment. The market value adjustment may be lower or higher than your contract value. See the prospectus, which is available for your representative, for more details.
Most insurance policies and annuity contracts contain exclusions, limitations, reduction of benefits, surrender charges and terms for keeping them in force. Your representative can provide you with costs and complete details.
Pursuant to IRS Circular 230, MetLife is providing you with the following notification: The information contained in this document is not intended to (and cannot) be used by anyone to avoid IRS penalties. This document supports the promotion and marketing of insurance products. You should seek advice based on your particular circumstances from an independent tax advisor.
Federal income tax rules, with certain exceptions, prohibit withdrawals before age 59 ½ from a TSA. Where pre 59 ½ withdrawals are allowed a 10% federal tax penalty may apply. Withdrawals are subject to ordinary income taxes. For any tax qualified account, like a TSA, the tax deferred accrual feature is provided by the tax qualified retirement program therefore, there should be reasons other than tax deferral for acquiring an annuity contract within a retirement program.
MetLife and/ or its affiliates receive fees from the fund families or their affiliates for administrative, distribution and recordkeeping services.
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