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Get financially fit! Don't miss the MMBB Re:think Re:invest Financial Conference from November 13 -15, 2022 in historic Philadelphia. Keynote speakers include Jill Schlesinger, CFP®, Emmy-winning business analyst for CBS News, and Dr. DeForest B. Soaries, Jr., creator of the dfree® Financial Freedom Movement. Early-bird registration ends August 31, 2022, so register now!
| Fund | Price | 1 Day | YTD | 1 Yr | 3 Yrs | 5 Yrs | 10 Yrs |
|---|---|---|---|---|---|---|---|
| Money Market Fund 2 | $10.50 | 0.01% | 0.25% | 0.20% | 0.40% | 0.81% | 0.49% |
| U.S. Bond Index Fund | $23.04 | 0.51% | -9.18% | -10.11% | -1.53% | 0.48% | 0.96% |
| Fossil Fuel-Free Balanced Fund | $12.20 | 0.11% | -12.34% | -10.82% | 5.39% | ||
| Balanced Fund | $68.82 | 0.30% | -13.50% | -12.79% | 4.50% | 3.69% | 5.21% |
| New Horizons Fund | $22.69 | 0.19% | -7.88% | -5.19% | 6.44% | 5.23% | 6.36% |
| U.S. Equity Index Fund | $43.03 | 0.03% | -13.67% | -8.48% | 12.61% | 11.61% | 12.65% |
| Social Awareness Fund | $26.94 | -0.15% | -16.15% | -9.98% | 11.01% | 9.61% | 11.58% |
| International Equity Index Fund | $20.75 | 0.23% | -15.84% | -16.21% | 3.75% | 2.27% | 4.83% |
| Vanguard Target Retirement Income Fund | $10.40 | 0.30% | -9.00% | -8.48% | |||
| Vanguard Target Retirement 2020 Fund | $11.29 | 0.28% | -10.40% | -9.43% | |||
| Vanguard Target Retirement 2025 Fund | $10.82 | 0.22% | -11.68% | -10.44% | |||
| Vanguard Target Retirement 2030 Fund | $10.96 | 0.20% | -12.38% | -10.83% | |||
| Vanguard Target Retirement 2035 Fund | $11.14 | 0.19% | -12.79% | -10.95% | |||
| Vanguard Target Retirement 2040 Fund | $11.29 | 0.13% | -13.30% | -11.17% | |||
| Vanguard Target Retirement 2045 Fund | $11.30 | 0.12% | -13.73% | -11.36% | |||
| Vanguard Target Retirement 2050 Fund | $11.45 | 0.12% | -13.87% | -11.42% | |||
| Vanguard Target Retirement 2055 Fund | $11.48 | 0.13% | -13.84% | -11.41% | |||
| Vanguard Target Retirement 2060 Fund | $11.48 | 0.12% | -13.83% | -11.41% | |||
| Vanguard Target Retirement 2065 Fund | $11.46 | 0.11% | -13.83% | -11.40% |
1 For periods longer than one year returns are annualized. The Fossil Fuel-Free Balanced Fund inception date was March 21, 2018. The Vanguard Target Date Funds inception date was January 2, 2020.
2 On December 1, 2008, MMBB began pricing a daily Net Asset Value (NAV) for the Money Market Fund, using the same method as applied to the other funds. Prior to December 1, 2008 the price of the Money Market Fund had been held at a constant $1.00 per share.
MMBB is on The Move! MMBB has chosen Fidelity as the new provider of recordkeeping services for our retirement benefit plans. This change will become effective beginning November 1, 2022. If you are an MMBB member, see a postcard about the transition and watch your mailbox for more details in the coming months.
Thank you for joining the MMBB mailing list. You will begin to receive information soon.
MMBB Financial Services is pleased to unveil our new website experience.
Watch a guided tutorial of our enhanced site to introduce you to important new features designed to help you live your life with financial confidence.
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