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DISCONTINUED PRODUCT - Product not available to new enrollees.

STARS
Product ID: 237

Vendor:
Legend Group; The
Type:
Mutual Fund 
Discontinued Discontinued


$178
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.

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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. Our investment team monitors global economic conditions, utilizes technical analysis, and reviews output from our quantitative models (a sophisticated technology) to develop allocation recommendations for our model portfolios. This process helps establish the appropriate mix of investments for specific portfolios, given each portfolio’s objectives and tolerance for risk.
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 asset allocation changes.
Dollar Cost Averaging is available
Transfers and Fund exchanges are available.

Hardship Withdrawals available if qualified.

RMD's available.

Yes


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

1.50% Annually Percentage of Annual Assets No No Yes

Funding Options


Fixed Investment Options

Variable Investment Options


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