Large Cap Equity

flexPATH Strategies partners with some of the best investment managers in the industry to make these high quality investments accessible to 401(k) Plan Participants with lower fees.

ClearBridge

Large Cap Growth Fund (ClearBridge)

The Large Cap Growth Fund takes a concentrated, long-term approach to generating growth by owning three types of growth companies that can thrive through varying market environments. The sub-advisor to the Fund is ClearBridge Investments, which has managed a substantially similar strategy since 1995.

 

The sub-advisor to the Fund also manages a mutual fund that employs a substantially similar strategy.

TRowePrice

Large Cap Growth Fund II
(T. Rowe Price)

The Large Cap Growth Fund II seeks to invest in industry-leading companies with strong market positions, seasoned management teams, and above-average growth and profitability. This emphasis on high-quality, durable growth opportunities can help you meet your long-term goals. The sub-advisor to the Fund is T. Rowe Price, which has managed a substantially similar strategy since 2009.

 

The sub-advisor to the Fund also manages a mutual fund that employs a substantially similar strategy.

AB - LCG III

Large Cap Growth III Fund (AllianceBernstein)

The Large Growth III Fund seeks long-term capital growth by investing in equity securities of large cap growth companies. High conviction, concentrated portfolio that is typically composed of 50–70 stocks. The team uses bottom-up research to identify companies with high levels of profitability that can reinvest above their cost of capital to generate long-term growth. Our research approach leads to a portfolio of companies that can unlock the power of compounding and deliver investment success over time. We believe that a portfolio of exceptional business models can deliver strong risk-adjusted returns.

 

The sub-advisor to the Fund also manages a mutual fund that employs a substantially similar strategy.

Putnam LCV

Large Cap Value Fund 
(Putnam)

The Large Cap Value Fund focuses on large companies whose stocks are priced below their long-term potential, and where there may be a catalyst for positive change. The Fund places a distinct emphasis on companies that can grow their dividends and are able and willing to return cash to shareholders. The sub-advisor to the Fund is Putnam Investments, which has managed a substantially similar strategy since 1977.

 

The sub-advisor to the Fund also manages a mutual fund that employs a substantially similar strategy.

MFS LCV II

Large Cap Value Fund II (MFS)

The Large Cap Value Fund II uses a long-term investment time horizon and employs a flexible valuation approach, placing a heavy emphasis on cash flow and returns-based methodologies. The Fund has a keen focus on downside risk management in all market environments. The sub-advisor to the Fund is MFS, which has managed a substantially similar strategy since 2006.

 

The sub-advisor to the Fund also manages a mutual fund that employs a substantially similar strategy.

Fund Fact Sheets

Large Cap Growth Fund (ClearBridge Investments) Class I1 Class I2 Class I3 Class R1 Class R2 Class R3
Large Cap Growth Fund II (T. Rowe Price) Class I1   Class I3 Class R1 Class R3  
Large Cap Growth Fund III (Alliance Bernstein)  Class I1 Class I2   Class R1     
Large Cap Value Fund (Putnam Investments) Class I1 Class I2 Class I3 Class R1 Class R2 Class R3
Large Cap Value Fund II (MFS) Class I1     Class R1