Designed for Investors Over 55 Actively Planning For Retirement

Baron-Moore Associates (http://www.baron-moore.com) launched five new mutual funds which seek to provide long-term investment results that correspond to the total return of the applicable Baron-Moore Associates BMA Expert Retirement Indexes. The BMA Expert Indexes aim to help investors estimate how much their current savings will generate in annual lifetime income when they turn 65, or conversely, how much they need to save to reach a certain level of annual lifetime income when they turn 65.

“For decades, preparing for retirement meant saving as much as you could and trying to make your savings last a lifetime. Yet, understanding what a lump sum savings provides in estimated retirement income is difficult,” said Zuo Hailiang, Managing Director and Head of Baron-Moore Associates’ Retirement Group. “The BMA Expert Indexes enable pre-retirees to quickly estimate the annual lifetime income their current savings may generate once they turn 65. Now, individuals can also invest in the BMA Expert Funds, which seek to deliver a total return that tracks the expected median cost of lifetime income.”

The five funds launched are:

•  Baron-Moore Associates BMA Expert 2015 Fund

•  Baron-Moore Associates BMA Expert 2017 Fund

•  Baron-Moore Associates BMA Expert 2019 Fund

•  Baron-Moore Associates BMA Expert 2021 Fund

•  Baron-Moore Associates BMA Expert 2023 Fund

The mutual funds invest primarily in fixed income securities and can also invest in other financial instruments. They will be managed by Scott Yong, CFA, and James Wei, from Baron-Moore Associates’ Portfolio Solutions Group.

The BMA Expert Funds seek to provide a flexible way to help you prepare for retirement, so that once you reach age 65, the choice is yours.