Core Mutual Funds

Core mutual funds are an appropriate choice for those who want to take a more hands-on approach to investing. You can create your own mix of investments from a selection of 14 core mutual fund options, based on your long-term savings goals.

The Core Mutual Funds include:

  • Four index funds, which invest in a diversified portfolio of investments designed to mirror a market index, such as the S&P 500. These funds permit you to create a custom portfolio with low fees that reflects market performance.
  • Eleven managed funds, which are actively managed by a fund manager or team of managers. Those managers select the investments they think will deliver the best combination of risk and return. Boston University selected these managed funds based on performance and fees compared with other managed funds generally available on the market. These managed funds tend to have higher fees than the core index funds.

Your core mutual fund options, consisting of money market, bond, stock, and international funds, are as follows:

Asset Class Fund Name Type  
Short Term Vanguard Prime Money Market Fund Institutional Shares Managed
Bond—Diversified Diversified Vanguard Intermediate-Term Bond Index Fund Institutional Shares Index
Bond—Diversified Loomis Sayles Core Plus Bond Fund Class N Managed
Bond—Inflation Protected Vanguard Inflation-Protected Securities Fund Institutional Shares Managed
Domestic Equities—Large Blend Vanguard Institutional Index Fund Institutional Shares Index
Domestic Equities—Large Growth Fidelity Contrafund—Class K Managed
Domestic Equities—Large Blend Domini Social Investment Trust Social Equity Fund Institutional Class Managed
Domestic Equities—Mid Blend Vanguard Extended Market Index Fund Institutional Shares Index
Domestic Equities—Mid Blend Fidelity Low-Priced Stock Fund—Class K Managed
Domestic Equities—Small Blend DFA US Small Cap Portfolio Institutional Class Managed
International/Global—Diversified Vanguard Total International Stock Index Fund Institutional Shares Index
International/Global—Diversified Causeway International Value Fund Class Institutional Managed
International/Global—Diversified Harding Loevner Global Equity Portfolio Institutional Class Managed
International/Global— Emerging Markets DFA Emerging Markets Core Equity Portfolio Institutional Class Managed
International/Global— Specialty Morgan Stanley Institutional Fund, Inc. Global Real Estate Portfolio Class I Managed