Legend STARS
Product ID: 255

$238
None
No
- Product Details
- Fees and Charges
- Investment Options
This program offers a comprehensive solution for investors seeking broad diversification and access to professional securities selection. Our portfolios hold a carefully chosen selection of investments that encompass multiple asset classes and investment styles. These broadly diversified portfolios are designed to provide effective investment solutions for a variety of investors. The portfolios are rebalanced semi-annually and reviewed annually for reallocation.
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All 403(b) products contain fees. The amount of fees varies greatly depending on the product. A slight increase in fees can
substantially reduce the growth in your account which will reduce your income in retirement. To learn more about the impact
of fees, and the different types of fees please refer to the
Explanation of Fees piece located in the
Help & Resources.
Fees
|
$95.00 | At the time account is closed | Flat Dollar Amount | No | No | Yes |
|
$60.00 | Annually | Flat Dollar Amount | No | No | Yes |
|
0.38% | Quarterly | Percent of Amount Invested | No | No | Yes |