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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 to provide long-term capital appreciation by investing primarily in common stocks believed to be undervalued and temporarily out of favor. Income is a secondary objective. The fund is managed with a bottom-up, fundamental orientation approach focusing on valuation analysis (*relative and historically low price/earnings, price/book, and price/cashflow, sound balance sheet and business model, assessments of plans to improve business through restructuring, competent managers).

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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