DISCONTINUED PRODUCT - Product not available to new enrollees.

Legend STARS
Product ID: 255


Type:
Mutual Fund 
Discontinued Discontinued


$238
0.28%
None
No
Roth Eligible





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.

Select the topics below to expand and view additional product details


Utilizes a wide variety of no load and load waived mutual funds
Reviewed annually for asset allocation changes.
These broadly diversified portfolios are designed to provide effective investment solutions for a variety of investors. The portfolios are rebalanced semi-annually.
As permitted in the plan.
As permitted in the plan.


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

Funding Options


Fixed Investment Options

Variable Investment Options


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