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 seeks to provide long-term capital appreciation. The fund is invested primarily in mid cap value stocks (600 smallest stocks in the Russell 1000 Value Index). The management of this fund follows a forward-looking investment approach that focuses on quality, well-positioned businesses selling at compelling values. The fund is managed by a team of 14 professionals with an average of over ten years of industry experience.

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.

Go back to main content | Go back to main navigation

Go back to main content | Go back to main navigation