IPX - Encompass
Product ID: 312


Type:
Mutual Fund 


$670
0.5%
None
No
Roth Eligible



Enrollment and Questions

Use the following contact information to enroll or ask questions.

Website:
Phone:
 E-mail:
Mailing Information  Address:
9450 SW Gemini Dr
PMB 65198
Beaverton, OR 97008-7105
  In-person:
Questions about enrollment?
View the Contact Information tab on the Vendor Details page for a list of office locations.


By integrating risk management with carefully selected growth opportunities, our asset allocation models seek to provide greater continuity of returns along with a sense of comfort that the selected investment strategy is appropriately targeted for each investor. All investing involves risk of loss. Fund values will fluctuate with changing market conditions, and there is no guarantee that funds which have been successful in the past will be successful in the future. Diversification does not assure a profit and cannot provide any guarantee against a loss in a declining market. Available Funds and Models 1.) Balanced Growth Sector Based 2.) Dynamic Growth Sector Based 3.) Conservative Sector Based 4.) Focused Growth Sector Based 5.) Ultra Conservative Based

Select the topics below to expand and view additional product details


Advisory Fee on lowest share class of fund available.
Risk-based portfolio models delivered to participants and actively managed.
Review and Rebalance quarterly.
Fund Exchanges occur over time.
No restrictions on switches or Transfers
Loans are available.


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




$5.00 Quarterly Flat Dollar Amount No No Yes

0.05% Quarterly Percent of Amount Invested No No No

$74.00 At the time funds are withdrawn Flat Dollar Amount No No Yes

$100.00 At the time of loan origination Flat Dollar Amount No No Yes

1.45% Quarterly Percent of Amount Invested No Yes No
Breakpoint
Tiered. $0-$99000: 1.45% $100000-$499000: 1.25% $500000 and over: 1.00%

Funding Options


Fixed Investment Options

Variable Investment Options


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