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Level Two: Manager Fact Sheet

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

as of 12/31/15

This Fund’s investment object is long-term capital appreciation while incurring a low risk of permanent capital loss. The fund is concentrated and invests in a low turnover portfolio of what the manager believes to be high quality, growth-oriented companies, selected using fundamental analysis and valuation discipline.

Annual Performance

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.

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