Defined Contribution Intermediary

Document History | is a rolling one year history of materials such as fact sheets.

Fund Name 2020 | 2019 Calendar Quarter
Alternative - Bank Loans
3Q
Alternative - Commodities
1Q 2Q 3Q 4Q
Alternative - Global Macro
1Q 2Q 3Q 4Q
1Q 2Q 3Q
Alternative - Global Real Assets
Alternative - Real Estate
1Q 2Q 3Q 4Q
1Q 2Q 3Q
Alternative - Risk-Balanced
1Q 2Q 3Q 4Q
1Q 2Q 3Q 4Q
1Q 2Q 3Q 4Q
Equity - International and Global Equity
1Q 2Q 3Q 4Q
2Q 3Q 4Q
1Q 3Q 4Q
3Q
3Q
3Q
3Q
3Q
3Q
3Q
3Q
3Q
3Q
3Q
3Q
3Q
Equity - US Equity
1Q 2Q 3Q 4Q
1Q 2Q 3Q 4Q
1Q 3Q
1Q 2Q 3Q 4Q
1Q 2Q 3Q 4Q
1Q 2Q 3Q 4Q
1Q 2Q 3Q 4Q
1Q 2Q 3Q 4Q
1Q 2Q 3Q
1Q 2Q 3Q 4Q
Equity - Small Cap
4Q
Fixed Income - Stable Value
1Q 2Q 3Q 4Q
2Q 3Q 4Q
3Q 4Q
1Q 2Q 3Q 4Q
1Q 2Q 3Q 4Q
1Q 2Q 3Q 4Q
1Q 2Q 3Q 4Q
Fixed Income - US Fixed Income
1Q 2Q 3Q 4Q
1Q 2Q 3Q
1Q 2Q 3Q 4Q
1Q 2Q 3Q

The portfolio characteristics presented here are subject to change and current holdings may differ. It should not be assumed that any of the holdings discussed were or will prove to be profitable, or that the investment recommendations or decisions we make in the future will be profitable or will equal the investment performance of the holdings discussed herein.

Material presented is compiled from sources believed to be reliable and current, but accuracy cannot be guaranteed. This does not constitute an offer or solicitation of any security or product, nor constitute a recommendation of the suitability of any investment strategy for a particular investor.