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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 seeks capital appreciation. The Fund invests primarily in value stocks issued by companies with small-sized market capitalizations believed to be undervalued in the market place in relation to factors such as the company’s assets, earnings, or growth potential. Normally the Fund would invest at least 80% of its net assets in small cap value stocks.

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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