Individual Investor
Portfolio Name Inception Date Max load
as of

Avg. annual total returns (%) as of 04/30/2021
1 Yr 3 Yr 5 Yr 10 Yr Since Incept.*
Target Risk - Class A
Conservative College Portfolio
07/08/2016 4.00 0.83 3.32 18.30 6.80 N/A N/A 5.81
Growth College Portfolio
07/08/2016 4.00 0.84 7.87 39.50 10.63 N/A N/A 9.80
Moderate College Portfolio
07/08/2016 4.00 0.84 5.46 29.41 9.23 N/A N/A 8.20

* Returns are cumulative for funds with less than one year of performance.

The performance quoted is past performance and is not a guarantee of future results. Investment returns and principal value of an investment will fluctuate so that an account owner’s units, when redeemed, may be worth more or less than their original cost. Current performance may be higher or lower than the performance data shown. Performance figures reflect reinvested distributions of the underlying security/securities and changes in net asset value (NAV). Class A Unit performance at load is shown at the maximum sales charge. Performance shown at NAV does not include applicable CDSC or front-end sales charges, which would have reduced the performance. Returns less than one year are cumulative; all others are annualized.