DISCONTINUED PRODUCT - Product not available to new enrollees.
Legend AIM & ACP
Product ID: 257
Vendor:
Type:
Mutual Fund
Discontinued 
$197
0.07%
None
No
Roth Eligible
Add to Compare
Add to Compare
Add to Favorites
Add to Favorites
Set as My Product
Set as My Product
E-mail: 
Address: - Product Details
- Fees and Charges
- Investment Options
Adaptive Intelligence Model (AIM) offers Fixed Income, Conservative, Balanced, Total Return, Appreciation, Growth, Absolute Return, and Managed Income. The Advisor Custom Portfolio (ACP) is a non-discrectionary managed account.
Select the topics below to expand and view additional product details
Utilizes a wide variety of no load and load waived mutual funds
AIM uses Legend Advisory's investment discipline utilizes AANN (Asset Allocation Neural Network), a distinctive type of technology called a neural network, also known as a form of artificial intelligence. ACP portfolios are Advisor directed.
This dynamic approach provides portfolios with the ongoing attention that can mean the difference between achieving or falling short of long-term goals.
Dollar cost averaging is available.
Fund switches and transfers are available, but may be limited due to short term trading restrictions.
Loans available as per plan.
Hardship withdrawals are available if they are qualified.
RMDs 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
|
|
$95.00 | At the time account is closed | Flat Dollar Amount | No | No | Yes |
|
|
$60.00 | At the time of loan origination | Flat Dollar Amount | No | No | Yes |
|
|
0.48% | Quarterly | Percent of Amount Invested | Yes | No | Yes |
