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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 is invested in a limited number of common stocks selected on a  value basis using fundamental research. The portfolio is diversified to include basic value stocks, but also includes stocks of companies with consistent earning characteristics and those of emerging franchises, when issues are value priced.

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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