Individual investors include, current investors; prospective investors, and plan administrators.
Visit SiteFinancial professionals include: financial advisors, retail wholesalers; financial planners; broker/dealer home office; wirehouses; registered financial advisors; and bank trusts.
Visit SiteRegistered investment advisors include: RIAs; and SEC-registered independent advisors.
Visit SiteDefined contribution includes retirement plan advisors, recordkeepers, and third-party administrators. For DC plan sponsors, please select Institutional.
Visit SitePortfolio Name | Inception Date |
Prices & YTD Returns as of 01/15/2021 at NAV | Expense Ratio (%) |
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---|---|---|---|---|---|---|---|
NAV ($) | Change ($) | YTD (%) | |||||
Target Risk - Class A | |||||||
07/08/2016 | 12.72 | -0.03 | 0.63 | 0.83 | |||
07/08/2016 | 14.64 | -0.12 | 1.95 | 0.84 | |||
07/08/2016 | 13.91 | -0.07 | 1.31 | 0.84 |