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

The Fund seeks current income through regular payment of dividends with the secondary goal of achieving capital appreciation by investing primarily in equity securities.  The strategy of the fund is to invest primarily in common stock and real estate investment trusts (REITs) with at least 80% invested in equity securities of corporations that regularly pay dividends.

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