Level Two: Manager Fact Sheet
Used in the Directed Account Plan Diversified Small Company Stock Option
as of 9/30/11
This Fund invests in a broad range of small-capitalization U.S. companies. These 2,000 companies make up a subset of the smallest companies held in the Russell 3000 Index. While companies of this size generally have greater investment risk and potentially higher returns than mid and large capitalization stocks, the fund manages this risk by diversifying across a strategically chosen range of stocks represented in the Russell 2000 Index. A percentage of this fund is held in S&P 500 index futures for participant transfer liquidity.
Not a mutual fund.
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.