Product Details

Return to Compare Products

DISCONTINUED PRODUCT - Product not available to new enrollees.

Legend STARS
Product ID: 255

Vendor:

Lincoln Investment, LLC

Type:

Mutual Fund

Discontinued

$238

0.28%

None

Roth Eligible

Enrollment and Questions

Use the following contact information to enroll or ask questions.

Website:

Visit Website

Phone:

(800) 242-1421

E-mail:

Send Email

Address:

Lincoln Investment
601 Office Center Drive
Suite 300
Ft. Washington, PA 19034

In-person:

Questions about enrollment?
View the Contact Information tab on the Vendor Details page for a list of office locations.

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.

Select the topics below to expand and view additional product details

FEATURES

No Load Investment Options

Utilizes a wide variety of no load and load waived mutual funds

Asset Allocation Planning

Reviewed annually for asset allocation changes.

Portfolio Rebalancing Program

These broadly diversified portfolios are designed to provide effective investment solutions for a variety of investors. The portfolios are rebalanced semi-annually.

Dollar Cost Averaging

Available

Loans

As permitted in the plan.

Hardship Withdrawals

As permitted in the plan.

Roth Eligible

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


$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

Name	Minimum Rate of Return
This product does not contain fixed investment options.

Variable Investment Options

Name	Ticker	Share Class	Expense Ratio
Columbia Small Cap Index Inst2	CXXRX	Inst	0.20 %
Federated Hermes Instl High Yield Bd IS	FIHBX	Inst	0.50 %
Northern Mid Cap Index	NOMIX	No Load	0.10 %
Nuveen Emerging Markets Eq Idx R6	TEQLX	Retirement	0.16 %
Nuveen International Eq Idx R6	TCIEX	Retirement	0.05 %
Nuveen S&P 500 Index R6	TISPX	Retirement	0.05 %
PIMCO International Bond (USD-Hdg) I-2	PFBPX	Inst	0.85 %
Schwab Fundamental Intl Sm Eq Idx	SFILX	Other	0.39 %
T. Rowe Price QM U.S. Bond Index Fund	PBDIX	Inv	0.25 %

Product Details

Legend STARSProduct ID: 255

Annual Costs:

Average Expense Ratio:

Surrender Fees:

Commissions:

Enrollment and Questions

Compare

Favorites

Legend STARS
Product ID: 255