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Funding Options

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 AnnuityCash/Cash Equivalent
 
SSgA Money Market InstitutionalMoney 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.

Making Changes

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