Skip main content and go to side navigation

Level Two: Manager Fact Sheet

Used in the Directed Account Plan Tier I – Target Retirement Funds

as of 12/31/15

This Fund invests in a broad range of small-capitalization U.S. companies. These 2,000 companies make up a subset of the smallest companies held in the Russell 3000 Index. While companies of this size generally have greater investment risk and potentially higher returns than mid and large capitalization stocks, the fund manages this risk by diversifying across a strategically chosen range of stocks represented in the Russell 2000 Index. A percentage of this fund is held in S&P 500 index futures for participant transfer liquidity.

Not a mutual fund.

Comparison to Benchmark

* Note

Past performance is no guarantee of future results. Investment return and principal value will fluctuate so that an investor's shares, when redeemed, may be worth more or less than the original cost.

Go back to main content | Go back to main navigation

Go back to main content | Go back to main navigation