Ticker Fund Name Morningstar Category AADAX Invesco Growth Allocation Aggressive Allocation ACCBX Invesco Corporate Bond Intermediate Term Bond ACCXX
|
|
- Roderick Daniel
- 8 years ago
- Views:
Transcription
1 Ticker Fund Name Morningstar Category AADAX Invesco Growth Allocation Aggressive Allocation ACCBX Invesco Corporate Bond Intermediate Term Bond ACCXX Federated Automated Cash Management Trust Money Market ACEIX Invesco Equity and Income Moderate Allocation ACGIX Invesco Growth and Income Large Value ACPSX Invesco Core Plus Bond Intermediate Term Bond ACSTX Invesco Comstock Large Value ACZXX Invesco Money Market Money Market ADFAX American Century Diversified Bond Intermediate Term Bond AESAX ING Small Company Small Blend AFRAX Invesco Floating Rate Bank Loan AGAAX Invesco Global Small & Mid Cap Growth World Stock AGGAX Invesco Global Growth World Stock AGOVX Invesco US Government Intermediate Government AGREX Invesco Global Real Estate Global Real Estate AIAVX American Century Inflation Adjusted Bond Inflation Protected Bond AIIEX Invesco International Growth Foreign Large Growth AINAX Invesco International Allocation Foreign Large Blend ALAAX Invesco Income Allocation Conservative Allocation ALDAX Columbia Limited Duration Credit Short Term Bond ALFAX Lord Abbett Alpha Strategy Small Growth ALMAX Alger SMidCap Growth Mid Cap Growth AMHYX Invesco High Yield High Yield Bond AMKAX Invesco Moderate Allocation Moderate Allocation ARBMX American Century LIVESTRONG 2020 Target Date ARCMX American Century LIVESTRONG 2030 Target Date ARDMX American Century LIVESTRONG 2040 Target Date AREMX American Century LIVESTRONG 2055 Target Date ARFAX American Century LIVESTRONG 2015 Target Date ARFMX American Century LIVESTRONG 2050 Target Date AROAX American Century LIVESTRONG 2045 Target Date ARTAX American Century LIVESTRONG Income Retirement Income ARWAX American Century LIVESTRONG 2025 Target Date ARYAX American Century LIVESTRONG 2035 Target Date ASMMX Invesco Summit Large Growth ASRAX Invesco Global Real Estate Income Global Real Estate ATDAX Invesco Endeavor Mid Cap Blend AUBAX Invesco International Total Return World Bond AWSAX Invesco Global Core Equity World Stock BAGSX Baird Aggregate Bond Intermediate Term Bond BSBSX Baird Short Term Bond Short Term Bond BSCFX Baron Small Cap Small Growth CAAMX Invesco Conservative Allocation Conservative Allocation CAPAX Federated Capital Income Conservative Allocation
2 CBLAX Columbia Balanced Moderate Allocation CBPSX RidgeWorth Total Return Bond Intermediate Term Bond CGRWX Oppenheimer Value Large Value CHTRX Invesco Charter Large Blend CMUAX Columbia Mid Cap Value Mid Cap Value CNSAX Invesco Convertible Securities Convertibles CRSAX Credit Suisse Commodity Return Strategy Commodities Broad Basket CRSXX Oppenheimer Cash Reserves Money Market CSTGX Invesco Constellation Large Growth DBMIX Dreyfus Bond Market Index Intermediate Term Bond DEVLX Delaware Small Cap Value Small Value DIFFX MFS Diversified Income Conservative Allocation DUGAX Delaware US Growth Large Growth EGFFX Edgewood Growth Large Growth EHSTX Eaton Vance Large Cap Value Large Value ELGAX Columbia Select Large Cap Growth Large Growth EMLLX MFS Emerging Markets Debt Local Currency Emerging Markets Bond EQNTX MFS Equity Income Large Value EVIBX Eaton Vance Income Fund of Boston High Yield Bond FAFRX Franklin Floating Rate Daily Access Bank Loan FBLAX Franklin Balanced Moderate Allocation FCEQX Franklin Focused Core Equity Large Blend FDBAX Federated Bond Intermediate Term Bond FEDEX Federated Capital Appreciation Large Blend FFALX Franklin Templeton Founding Funds Allocation Aggressive Allocation FGFAX Federated International Leaders Foreign Large Blend FGOAX Federated Government Income Securities Intermediate Government FGRAX Franklin Growth Opportunities Large Growth FGRRX Franklin Global Real Estate Global Real Estate FGSAX Federated MDT Mid Cap Growth Strategies Mid Cap Growth FGTIX Franklin Templeton Growth Allocation Aggressive Allocation FGUAX Federated Government Ultrashort Duration Ultrashort Bond FHAIX Franklin High Income High Yield Bond FHIIX Federated High Income Bond High Yield Bond FINAX Franklin International Small Cap Growth Foreign Small/Mid Blend FINEX Templeton Foreign Smaller Companies Foreign Small/Mid Value FISAX Franklin Adjustable U.S. Government Securities Short Government FISCX Franklin Convertible Securities Convertibles FISEX Franklin Equity Income Large Value FKASX Federated Kaufmann Small Cap Small Growth FKBAX Franklin Total Return Intermediate Term Bond FKCGX Franklin Flex Cap Growth Large Growth FKDNX Franklin DynaTech Large Growth FKGRX Franklin Growth Large Growth FKINX Franklin Income Conservative Allocation
3 FKUSX Franklin U.S. Government Securities Intermediate Government FLDAX Franklin Low Duration Total Return Short Term Bond FLVAX Franklin Large Cap Value Large Value FMFXX Franklin Money Fund Money Market FMIAX Mutual International Foreign Large Value FMTIX Franklin Templeton Moderate Allocation Moderate Allocation FMVAX Franklin Mid Cap Value Mid Cap Value FNGAX Franklin International Growth Foreign Large Growth FNIAX Fidelity Advisor New Insights Large Growth FRAVX Franklin All Cap Value Mid Cap Value FRBSX Franklin Balance Sheet Investment Mid Cap Value FRDPX Franklin Rising Dividends Large Blend FREEX Franklin Real Estate Securities Real Estate FRGVX Franklin Limited Maturity U.S. Government Securities Short Government FRRAX Franklin Real Return Inflation Protected Bond FRSAX Federated Floating Rate Strategic Income Multisector Bond FRSGX Franklin Small Mid Cap Growth Mid Cap Growth FRSTX Franklin Strategic Income Multisector Bond FRTAX Franklin Templeton 2035 Retirement Target Target Date FRVLX Franklin Small Cap Value Small Value FSGRX Franklin Small Cap Growth Small Growth FSTBX Federated Global Allocation Moderate Allocation FTCIX Franklin Templeton Conservative Allocation Conservative Allocation FTCOX Franklin Templeton Corefolio Allocation Large Growth FTIAX Federated Short Term Income Short Term Bond FTIIX Federated International Bond World Bond FTRAX Franklin Templeton 2015 Retirement Target Target Date FTRTX Franklin Templeton 2025 Retirement Target Target Date FTTAX Franklin Templeton 2045 Retirement Target Target Date FULAX Federated Ultrashort Bond Ultrashort Bond FUSGX Federated Fund for U.S. Government Securities Intermediate Government FWPAX Franklin World Perspectives World Stock GAGVX Goldman Sachs US Equity Large Growth GALLX Goldman Sachs Flexible Cap Growth Large Growth GAMDX Goldman Sachs Local Emerging Markets Debt Emerging Markets Bond GAPAX Goldman Sachs Equity Growth Strategy World Stock GCFIX Goldman Sachs Core Fixed Income Intermediate Term Bond GCGAX Goldman Sachs Concentrated Growth Large Growth GCIAX Goldman Sachs Structured International Equity Foreign Large Value GCSAX Goldman Sachs Structured Small Cap Equity Small Blend GCVAX Goldman Sachs Structured Large Cap Value Large Value GEIAX Goldman Sachs Enhanced Income Ultrashort Bond GEMAX Goldman Sachs Emerging Markets Equity Diversified Emerging Markets GERAX Goldman Sachs Structured Emerging Markets Equity Diversified Emerging Markets GGOAX Goldman Sachs Growth Opportunities Mid Cap Growth
4 GGRAX Goldman Sachs Strategic Growth Large Growth GGSAX Goldman Sachs Growth Strategy World Allocation GICAX Goldman Sachs Structured International Small Cap Foreign Small/Mid Value GIPAX Goldman Sachs Balanced Strategy Conservative Allocation GIRAX Goldman Sachs International Real Estate Securities Global Real Estate GISAX Goldman Sachs International Small Cap Foreign Small/Mid Growth GLCGX Goldman Sachs Structured Large Cap Growth Large Growth GLMTX MFS Global Multi Asset World Allocation GLNLX MFS Global New Discovery World Stock GLVAX Oppenheimer Global Value World Stock GOBAX Legg Mason BW Global Opportunities Bond World Bond GOGFX Victory Small Company Opportunity Small Value GOIAX Goldman Sachs Growth & Income Strategy World Allocation GREAX Goldman Sachs Real Estate Securities Real Estate GSAKX Goldman Sachs Strategic International Equity Foreign Large Blend GSAMX Goldman Sachs High Quality Floating Rate Ultrashort Bond GSAOX Goldman Sachs Structured Small Cap Growth Small Growth GSAPX Goldman Sachs Inflation Protected Securities Inflation Protected Bond GSATX Goldman Sachs Structured Small Cap Value Small Value GSBFX Goldman Sachs Income Builder Conservative Allocation GSCAX Goldman Sachs Commodity Strategy Commodities Broad Basket GSCGX Goldman Sachs Capital Growth Large Growth GSDAX Goldman Sachs Emerging Market Debt Emerging Markets Bond GSFAX Goldman Sachs Core Plus Fixed Income Intermediate Term Bond GSGAX Goldman Sachs Investment Grade Credit Intermediate Term Bond GSGIX Goldman Sachs Global Income World Bond GSGOX Goldman Sachs Government Income Intermediate Government GSGRX Goldman Sachs Growth & Income Large Value GSHAX Goldman Sachs High Yield High Yield Bond GSIFX Goldman Sachs Concentrated International Equity Foreign Large Blend GSLAX Goldman Sachs Large Cap Value Large Value GSMAX Goldman Sachs Small/Mid Cap Growth Mid Cap Growth GSRAX Goldman Sachs Rising Dividends Growth Large Blend GSSDX Goldman Sachs Short Duration Government Short Government GSSQX Goldman Sachs Structured US Equity Large Blend GSUAX Goldman Sachs US Mortgages Intermediate Government GSZAX Goldman Sachs Strategic Income Nontraditional Bond GTAGX Invesco Mid Cap Core Equity Mid Cap Blend GTNDX Invesco Global Quantitative Core World Stock GXSAX Goldman Sachs Satellite Strategies World Allocation HAHSX Hartford High Yield High Yield Bond HALSX Hartford Global Growth World Stock HBASX Hartford Balanced Allocation Moderate Allocation HBLSX Hartford Balanced Income Conservative Allocation HCKSX Hartford Checks and Balances Moderate Allocation
5 HCTSX Hartford Capital Appreciation II Large Blend HCVSX Hartford Conservative Allocation Conservative Allocation HDGSX Hartford Dividend & Growth Large Value HDVSX Hartford Diversified International Foreign Large Blend HERSX Hartford Emerging Markets Research Diversified Emerging Markets HFFSX Hartford Fundamental Growth Large Growth HFHSX Hartford Floating Rate High Income Bank Loan HFLSX Hartford Floating Rate Bank Loan HFMSX Hartford MidCap Mid Cap Growth HGISX Hartford Disciplined Equity Large Blend HGOSX Hartford Growth Opportunities Large Growth HGWSX Hartford Growth Large Growth HILSX Hartford International Value Foreign Large Value HIPSX Hartford Inflation Plus Inflation Protected Bond HLASX Hartford Global All Asset World Allocation HLDSX Hartford Emerging Markets Local Debt Emerging Markets Bond HLESX Hartford Global Research World Stock HMVSX Hartford MidCap Value Mid Cap Value HNCSX Hartford International Growth Foreign Large Growth HNSSX Hartford International Small Company Foreign Small/Mid Growth HQBSX Hartford Quality Bond Intermediate Term Bond HQISX Hartford Equity Income Large Value HRASX Hartford Growth Allocation Aggressive Allocation HRCAX Harbor Capital Appreciation Large Growth HRINX Harbor International Foreign Large Blend HRLSX Hartford Global Real Asset World Allocation HSDSX Hartford Short Duration Short Term Bond HSLSX Hartford SmallCap Growth Small Growth HSMSX Hartford Small/Mid Cap Equity Mid Cap Blend HSNSX Hartford Strategic Income Multisector Bond HTHSX Hartford Target Retirement 2030 Target Date HTJSX Hartford Target Retirement 2015 Target Date HTKSX Hartford Target Retirement 2025 Target Date HTLSX Hartford Target Retirement 2035 Target Date HTMSX Hartford Target Retirement 2040 Target Date HTNSX Hartford Target Retirement 2045 Target Date HTPSX Hartford Target Retirement 2050 Target Date HTTSX Hartford Target Retirement 2010 Target Date HTWSX Hartford Target Retirement 2020 Target Date HVFSX Hartford Value Large Value HVOSX Hartford Value Opportunities Large Value HWDSX Hartford World Bond World Bond HWHAX Hotchkis & Wiley High Yield High Yield Bond HWLAX Hotchkis & Wiley Large Cap Value Large Value HWMAX Hotchkis & Wiley Mid Cap Value Mid Cap Value
6 HWSAX Hotchkis & Wiley Small Cap Value Small Value HYLAX Invesco High Yield Securities High Yield Bond IAEMX Invesco Emerging Market Local Currency Debt Emerging Markets Bond IAOPX Invesco Global Opportunities World Stock IARAX Invesco Real Estate Real Estate IBVAX Invesco International Core Equity Foreign Large Value ICEYX MainStay ICAP International Foreign Large Value ICSRX MainStay ICAP Select Equity Large Value IDYAX Invesco Dynamics Mid Cap Growth IEMAX Invesco Emerging Markets Equity Fund Diversified Emerging Markets IGBFX Columbia Global Bond World Bond IGLAX ING Global Real Estate Global Real Estate IHIAX Federated Emerging Markets Debt Emerging Markets Bond IHOSX Hartford International Opportunities Foreign Large Blend IHSSX Hartford Small Company Small Growth IHSXX Hartford Money Market Money Market ISCAX Federated International Small Mid Company Foreign Small/Mid Growth ISFAX Lord Abbett Diversified Income Strategy Conservative Allocation ITBUX Hartford Total Return Bond Intermediate Term Bond ITHSX Hartford Capital Appreciation Large Blend ITTSX Hartford Balanced Moderate Allocation IVFAX Federated International Strategic Value Dividend Foreign Large Value IZSAX Invesco Select Opportunities World Stock JAIEX; JSIEX* Janus International Equity Foreign Large Blend JCMAX JPMorgan Mid Cap Equity Mid Cap Growth JCSPX John Hancock Small Company Small Blend JCVSX John Hancock Classic Value Large Value JDFAX; JADFX* Janus Flexible Bond Intermediate Term Bond JDPAX Perkins Mid Cap Value Mid Cap Value JDVPX John Hancock Diciplined Value Large Value JERAX; JERSX* Janus Global Real Estate Global Real Estate JEVAX John Hancock Emerging Markets Diversified Emerging Markets JFEAX JPMorgan International Value Foreign Large Value JGSRX John Hancock Global Shareholder Yield World Stock JHRBX John Hancock Bond Intermediate Term Bond JICGX John Hancock International Core Foreign Large Value JLAEX John Hancock Retirement Living through 2010 Target Date JLBKX John Hancock Retirement Living through 2015 Target Date JLCYX John Hancock Large Cap Equity Large Growth JLDEX John Hancock Retirement Living through 2020 Target Date JLEEX John Hancock Retirement Living through 2025 Target Date JLFEX John Hancock Retirement Living through 2030 Target Date
7 JLHEX John Hancock Retirement Living through 2035 Target Date JLIEX John Hancock Retirement Living through 2040 Target Date JLJEX John Hancock Retirement Living through 2045 Target Date JLKEX John Hancock Retirement Living through 2050 Target Date JQLAX John Hancock Lifestyle Aggressive Large Blend JQLBX John Hancock Lifestyle Balanced Moderate Allocation JQLCX John Hancock Lifestyle Conservative Conservative Allocation JQLGX John Hancock Lifestyle Growth Aggressive Allocation JQLMX John Hancock Lifestyle Moderate Conservative Allocation JSNSX John Hancock Income Multisector Bond JVAAX JPMorgan Value Advantage Large Value JVIAX Virtus Foreign Opportunities Foreign Large Growth JVMSX John Hancock Diciplined Value Mid Cap Mid Cap Value KAUAX Federated Kaufmann Mid Cap Growth KDSAX DWS Dreman Small Value Small Value KLCAX Federated Kaufmann Large Cap Large Growth KLGRX MainStay Cornerstone Growth Large Growth LABFX Lord Abbett Balanced Strategy Moderate Allocation LACFX Lord Abbett Convertible Convertibles LACXX Lord Abbett USG & GSE Money Market Money Market LAFFX Lord Abbett Affiliated Large Value LAGEX Lord Abbett Global Allocation World Allocation LAGVX Lord Abbett Income Intermediate Term Bond LAIAX Columbia Acorn International Foreign Small/Mid Growth LAIEX Lord Abbett International Opportunities Foreign Small/Mid Growth LALCX Lord Abbett Stock Appreciation Large Growth LALDX Lord Abbett Short Duration Income Short Term Bond LAMAX Lord Abbett Calibrated Dividend Growth Large Blend LAVLX Lord Abbett Mid Cap Stock Mid Cap Blend LBNDX Lord Abbett Bond Debenture Multisector Bond LCAAX Lord Abbett Calibrated Large Cap Value Large Value LCEAX Invesco Diversified Dividend Large Value LCRAX Lord Abbett Core Fixed Income Intermediate Term Bond LDFVX Lord Abbett Fundamental Equity Large Blend LDMOX Lazard Developing Markets Equity Diversified Emerging Markets LDSAX Lord Abbett Diversified Equity Strategy Large Growth LEIFX Federated Equity Income Large Value LFETX MFS Lifetime 2035 Target Date LFITX MFS Lifetime 2055 Target Date LFRAX Lord Abbett Floating Rate Bank Loan LFTTX MFS Lifetime 2015 Target Date LGLAX Lord Abbett Growth Leaders Large Growth LHYAX Lord Abbett High Yield High Yield Bond LICAX Lord Abbett International Core Equity Foreign Large Blend LIDAX Lord Abbett International Dividend Income Foreign Large Value
8 LIFAX Lord Abbett Inflation Focused Inflation Protected Bond LIGRX Loomis Sayles Investment Grade Intermediate Term Bond LMGAX Lord Abbett Growth Opportunities Mid Cap Growth LMTAX Invesco Limited Maturity Treasury Short Government LRLCX Lord Abbett Classic Stock Large Blend LSGLX Loomis Sayles Global Bond World Bond LSMAX Columbia Small Cap Core Small Blend LTMTX MFS Lifetime 2045 Target Date LTRAX Lord Abbett Total Return Intermediate Term Bond LTTTX MFS Lifetime 2025 Target Date LVMAX Lord Abbett Calibrated Mid Cap Value Mid Cap Value LVOAX Lord Abbett Value Opportunities Mid Cap Blend LWSAX Lord Abbett Growth & Income Strategy Aggressive Allocation MAAHX MFS Aggressive Growth Allocation World Stock MACNX MFS Conservative Allocation Conservative Allocation MAGEX MFS Growth Allocation Aggressive Allocation MAMHX MFS Moderate Allocation Moderate Allocation MDDCX BlackRock Emerging Markets Diversified Emerging Markets MDDVX BlackRock Equity Dividend Large Value MDIHX MFS International Diversification Foreign Large Blend MDSKX BlackRock Small Cap Index Small Blend MDSRX BlackRock S&P 500 Index Large Blend MEDFX MFS Emerging Markets Debt Emerging Markets Bond MEIHX MFS Value Large Value MEMGX MFS Emerging Markets Equity Diversified Emerging Markets MFBHX MFS Bond Intermediate Term Bond MFEHX MFS Growth Large Growth MFFOX MFS Lifetime 2050 Target Date MFGHX MFS Government Securities Intermediate Government MFIOX MFS Strategic Income Multisector Bond MFLHX MFS Lifetime 2020 Target Date MFRHX MFS Research Large Blend MFSOX MFS Lifetime 2010 Target Date MFWHX MFS Global Total Return World Allocation MGBMX MFS Global Bond World Bond MGOAX Munder Mid Cap Core Growth Mid Cap Growth MGRTX MFS International Growth Foreign Large Growth MHIHX MFS High Income High Yield Bond MHOTX MFS High Yield Opportunities High Yield Bond MHYRX MainStay High Yield Corporate High Yield Bond MIAHX MFS Inflation Adjusted Bond Inflation Protected Bond MIDHX MFS International New Discovery Foreign Small/Mid Growth MIGHX MFS Massachusetts Investors Growth Stock Large Growth MINGX MFS International Value Foreign Large Value MITHX MFS Massachusetts Investors Trust Large Blend
9 MLFHX MFS Lifetime 2040 Target Date MLLHX MFS Lifetime Retirement Income Retirement Income MLTHX MFS Lifetime 2030 Target Date MNDHX MFS New Discovery Small Growth MQLHX MFS Limited Maturity Short Term Bond MRBHX MFS Research Bond Intermediate Term Bond MRGHX MFS Core Equity Large Blend MRLBX Morgan Stanley Institutional Global Real Estate Global Real Estate MRSHX MFS Research International Foreign Large Blend MSAVX Invesco American Value Mid Cap Value MSFHX MFS Total Return Moderate Allocation MSIGX Oppenheimer Main Street Large Blend MUETX MFS Blended Research Core Equity Large Blend MVCHX MFS Mid Cap Value Mid Cap Value MWEHX MFS Global Equity World Stock MWOHX MFS Global Growth World Stock MWTRX Metropolitan West Total Return Bond Intermediate Term Bond NBGAX Neuberger Berman Genesis Mid Cap Growth NDVTX MFS New Discovery Value Small Value NHIAX Neuberger Berman High Income Bond High Yield Bond NIVLX Columbia International Value Foreign Large Value NLDAX Neuberger Berman Large Cap Disciplined Growth Large Growth NMGAX Neuberger Berman Mid Cap Growth Mid Cap Growth NSBAX Nuveen Santa Barbara Dividend Growth Large Blend NSNAX Neuberger Berman Small Cap Growth Small Growth OAAAX Oppenheimer Portfolio Series: Active Allocation Aggressive Allocation OAAIX Oppenheimer Portfolio Series: Equity Investor World Stock OACIX Oppenheimer Portfolio Series: Conservative Investor Conservative Allocation OAEIX Oppenheimer Equity Income Large Value OAMIX Oppenheimer Portfolio Series: Moderate Investor Moderate Allocation OARDX Oppenheimer Rising Dividends Large Blend ODMAX Oppenheimer Developing Markets Diversified Emerging Markets OEGAX Oppenheimer Small & Mid Cap Growth Mid Cap Growth OEMAX Oppenheimer Emerging Markets Debt Emerging Markets Bond OEQAX Oppenheimer Equity Large Growth OFIAX Oppenheimer Corporate Bond Intermediate Term Bond OGLVX JPMorgan Short Duration Short Term Bond OHYAX JPMorgan High Yield High Yield Bond OIBAX Oppenheimer International Bond World Bond OIDAX Oppenheimer International Diversified Foreign Large Blend OIGAX Oppenheimer International Growth Foreign Large Growth OLGAX JPMorgan Large Cap Growth Large Growth OMBXX Oppenheimer Money Market Money Market OMSOX Oppenheimer Main Street Select Large Blend OOSAX Oppenheimer Senior Floating Rate Bank Loan
10 OPGIX Oppenheimer Global Opportunities World Stock OPGVX Oppenheimer Limited Term Government Short Government OPIGX Oppenheimer Core Bond Intermediate Term Bond OPMSX Oppenheimer Main Street Small & Mid Cap Small Blend OPOCX Oppenheimer Discovery Small Growth OPPAX Oppenheimer Global World Stock OPPEX Oppenheimer Capital Income Conservative Allocation OPSIX Oppenheimer Global Strategic Income Multisector Bond OPTFX Oppenheimer Capital Appreciation Large Growth OREAX Oppenheimer Real Estate Real Estate ORIGX Pioneer Oak Ridge Small Cap Growth Small Growth OSVAX Oppenheimer Select Value Large Value OTCHX MFS Mid Cap Growth Mid Cap Growth OUSGX Oppenheimer US Government Intermediate Government OVEAX Sterling Capital Mid Cap Value Mid Cap Value PAHIX T. Rowe Price High Yield High Yield Bond PAIBX T. Rowe Price International Bond World Bond PAITX T. Rowe Price International Stock Foreign Large Growth PAREX T. Rowe Price Real Estate Real Estate PASHX T. Rowe Price Short Term Bond Short Term Bond PDBAX Prudential Total Return Bond Intermediate Term Bond PEEAX Prudential Jennison Mid Cap Growth Mid Cap Growth PEMGX Principal MidCap Blend Mid Cap Blend PGBOX JPMorgan Core Bond Intermediate Term Bond PHRAX Virtus Real Estate Securities Real Estate PIOBX Pioneer Bond Intermediate Term Bond PNBAX Allianz NFJ Large Cap Value Large Value PNEAX Allianz NFJ Dividend Value Large Value PNMAX HighMark Geneva Mid Cap Growth Mid Cap Growth PPVAX American Funds Preservation Portfolio Intermediate Term Bond PTUZX PIMCO Total Return IV Intermediate Term Bond QAACX Federated MDT All Cap Core Large Value QABGX Federated MDT Balanced Moderate Allocation QALGX Federated MDT Large Cap Growth Large Growth QASCX Federated MDT Small Cap Core Small Blend QASGX Federated MDT Small Cap Growth Small Growth QIVAX Oppenheimer International Value Foreign Large Value QRAAX Oppenheimer Commodity Strategy Total Return Commodities Broad Basket QVGIX Oppenheimer Global Allocation World Allocation QVOPX Oppenheimer Flexible Strategies Moderate Allocation QVSCX Oppenheimer Small & Mid Cap Value Mid Cap Blend RADXX American Funds Money Market Money Market RAFEX American Funds AMCAP Large Growth RAMEX American Funds Short Term Bond Fund of America Short Term Bond RBAEX American Funds Balanced Portfolio Moderate Allocation
11 RBFEX American Funds Bond Fund of America Intermediate Term Bond RBOEX American Funds Intermediate Bond Fund of America Short Term Bond RCWEX American Funds Capital World Bond World Bond RDATX American Funds 2010 Target Date Retirement Target Date RDBTX American Funds 2015 Target Date Retirement Target Date RDCTX American Funds 2020 Target Date Retirement Target Date RDDTX American Funds 2025 Target Date Retirement Target Date RDETX American Funds 2030 Target Date Retirement Target Date RDFTX American Funds 2035 Target Date Retirement Target Date RDGTX American Funds 2040 Target Date Retirement Target Date RDHTX American Funds 2045 Target Date Retirement Target Date RDITX American Funds 2050 Target Date Retirement Target Date RDJTX American Funds 2055 Target Date Retirement Target Date REREX American Funds EuroPacific Growth Foreign Large Blend RFNEX American Funds Fundamental Investors Large Blend RGAEX American Funds Growth Fund of America Large Growth RGBEX American Funds Global Balanced World Allocation RGGEX American Funds Global Growth Portfolio World Stock RGNEX American Funds Growth and Income Portfolio Aggressive Allocation RGRTX John Hancock Rainier Growth Large Growth RGVEX American Funds US Government Securities Intermediate Government RGWEX American Funds Growth Portfolio World Stock RICEX American Funds Investment Company of America Large Blend RIDEX American Funds Income Fund of America Moderate Allocation RIGEX American Funds International Growth & Income Foreign Large Blend RIMAX Federated InterContinental Foreign Large Blend RIMEX Ranier Large Cap Equity Large Growth RIMMX Ranier Mid Cap Equity Mid Cap Growth RIMSX Ranier Small/Mid Cap Equity Mid Cap Growth RINEX American Funds Income Portfolio Conservative Allocation RIREX American Funds Capital Income Builder World Allocation RITEX American Funds American High Income Trust High Yield Bond RLBEX American Funds American Balanced Moderate Allocation RMAEX American Funds Mortgage Intermediate Term Bond RMFEX American Funds American Mutual Large Value RNGEX American Funds New Economy Large Growth RNPEX American Funds New Perspective World Stock RNWEX American Funds New World Diversified Emerging Markets RPEAX Davis Opportunity Large Growth RRFAX Federated Real Return Bond Inflation Protected Bond RRRAX DWS RREEF Real Estate Securities Real Estate RSLEX American Funds SMALLCAP World World Stock RWIEX American Funds Capital World Growth & Income World Stock RWMEX American Funds Washington Mutual Large Value SBMAX ClearBridge Mid Cap Core Mid Cap Blend
12 SCAUX Invesco US Quantitative Core Large Blend SENCX Sentinel Common Stock Large Blend SEVAX Guggenheim Mid Cap Value Small Value SHRAX ClearBridge Aggressive Growth Large Growth SMEAX Invesco Small Cap Equity Small Blend SPIAX Invesco S&P 500 Index Large Blend STBAX Invesco Short Term Bond Short Term Bond STIAX Federated Strategic Income Multisector Bond SVAAX Federated Strategic Value Dividend Large Value TADGX T. Rowe Price Dividend Growth Large Blend TAEMX Templeton Emerging Markets Balanced Diversified Emerging Markets TAGBX Templeton Global Balanced World Allocation TBOAX Templeton International Bond World Bond TEBIX Mutual Beacon Large Blend TEDIX Mutual Global Discovery World Stock TEDMX Templeton Developing Markets Diversified Emerging Markets TEGOX Templeton Global Opportunities World Stock TEMFX Templeton Foreign Foreign Large Value TEMGX Templeton Global Smaller Companies World Stock TEMWX Templeton World World Stock TEPLX Templeton Growth World Stock TEQIX Mutual Quest World Stock TESIX Mutual Shares Large Value TGTRX Templeton Global Total Return World Bond THOVX Thornburg Global Opportunities World Stock THVRX Thornburg International Value Foreign Large Growth TLRAX Federated Total Return Bond Intermediate Term Bond TPINX Templeton Global Bond World Bond USLYX John Hancock US Global Leaders Growth Large Growth VADAX Invesco Equally Weighted S&P 500 Large Blend VAFAX Invesco American Franchise Large Growth VASCX Invesco Small Cap Discovery Small Growth VFCAX Federated Clover Value Large Value VGRAX Invesco Mid Cap Growth Mid Cap Growth VKMGX Invesco US Mortgage Intermediate Government VLFAX Invesco Leaders Aggressive Allocation VSCVX Munder Veracity Small Cap Value Small Value VSFAX Federated Clover Small Value Small Value VVOAX Invesco Value Opportunities Large Value WLTAX; WLTYX* Ivy Limited Term Bond Short Term Bond WMGAX; WMGYX* Ivy Mid Cap Growth Mid Cap Growth
Retirement Gateway Group Variable Annuity
Retirement Gateway Group Variable Annuity investment options Portal I Allocation Portfolios Large Cap (Continued) Mid-Cap (Continued) Short-Term Bonds AXA Aggressive Allocation B DynaTech R Eaton Vance
More informationAlliancebern. American Century Investments
Alliancebern Alliancebern Golbal Bond A ANAGX Growth & Income AllianceBern Global Risk Alloc A CABNX Income & Preservation of Capital Alliancebern High Income A AGDAX Growth & Income Alliancebern Small
More informationANNUAL REPORT PHOENIX LIFE VARIABLE UNIVERSAL LIFE ACCOUNT
ANNUAL REPORT PHOENIX LIFE VARIABLE UNIVERSAL LIFE ACCOUNT December 31, 2015 STATEMENTS OF ASSETS AND LIABILITIES December 31, 2015 Alger Capital Appreciation Portfolio Class I-2 Shares Anchor Series
More informationIssues Held Outside OST's Current Contract Custodian 6-30-11 CUSIP DESCRIPTION # SHARES ALGER FAMILY OF FUNDS 015565849 ALGER CAPITAL APPRECIATION
Issues Held Outside OST's Current Contract Custodian 6-30-11 CUSIP DESCRIPTION # SHARES ALGER FAMILY OF FUNDS 015565849 ALGER CAPITAL APPRECIATION FUND CLASS A 1,800.7970 015565823 ALGER SMALLCAP GROWTH
More informationMichigan State University Mapping Schedule
Michigan State University Mapping Schedule (This page left blank intentionally) Table of Contents 1 AXA Equitable 4 Fidelity 10 Lord Abbett 13 TIAA-CREF 15 VALIC 18 Vanguard (This page left blank intentionally)
More information1. Online by visiting tiaa-cref.org 2. By phone at 800 842-2252 available Monday Friday, 8 a.m. to 10 p.m. and Saturday, 9 a.m. to 6 p.m.
SWEET BRIAR COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN Summary of Plan Services and Costs This summary provides important information to assist you in making decisions related to your participation in
More informationVoya Retirement Insurance and Annuity Company
P E R F O R M A N C E U P D A T E Voya Retirement Insurance and Annuity Company THE OHIO STATE UNIVERSITY ARP Variable Annuity Account C, Non-Standardized Returns Average Annual Total Returns as of: 03/31/2015
More informationSecurity Life of Denver Insurance Company
P E R F O R M A N C E U P D A T E Security Life of Denver Insurance Company Asset Portfolio Manager VUL Average Annual Total Returns as of: 05/31/2013 (shown in percentages) The following variable investment
More informationVoya Retirement Insurance and Annuity Company
P E R F O R M A N C E U P D A T E Voya Retirement Insurance and Annuity Company MONTGOMERY COUNTY PUBLIC SCHOOLS 403B Variable Annuity Account C, Non-Standardized Returns with and without a Deferred Sales
More informationPRUCO LIFE INSURANCE COMPANY PRUCO LIFE FLEXIBLE PREMIUM VARIABLE ANNUITY ACCOUNT
GENPRODSUP6 PRUCO LIFE INSURANCE COMPANY PRUCO LIFE FLEXIBLE PREMIUM VARIABLE ANNUITY ACCOUNT PRUCO LIFE INSURANCE COMPANY OF NEW JERSEY PRUCO LIFE OF NEW JERSEY FLEXIBLE PREMIUM VARIABLE ANNUITY ACCOUNT
More informationBonds, alternatives and REITs have a way of creating taxable income. We have three proven ways to tax-defer it.
Bonds, alternatives and REITs have a way of creating taxable income. We have three proven ways to tax-defer it. Welcome to Monument Advisor. A tax-advantaged investing solution with nearly 400 investment
More informationRetireReady SM Variable Income Provider an immediate variable annuity issued by Genworth Life and Annuity Insurance Company
as of November 30, 2012 RetireReady SM Variable Income Provider an immediate variable annuity issued by 41781 12/01/12 Exp. 01/15/13 '2012 Genworth Financial, Inc. All rights reserved. Page 1 of 10 IMPORTANT
More informationMerrill Lynch Investor Choice Annuity - IRA Series B Class
Merrill Lynch Investor Choice Annuity - IRA Series B Class The performance quoted represents past performance and does not guarantee future results; and current performance may be lower or higher than
More informationAXA Financial
AXA in practice strategy implementation Extensive Choices Clients have access to the products and services of hundreds of companies through their AXA Advisors financial professional. Investment Companies
More informationRetireReady SM Accumulator NY joint life and last survivor variable life insurance issued by Genworth Life Insurance Company of New York
as of November 30, 2012 RetireReady SM Accumulator NY variable life insurance 18427NY 12/01/12 Exp. 01/15/13 '2012 Genworth Financial, Inc. All rights reserved. Page 1 of 10 IMPORTANT INFORMATION The following
More informationING Life Insurance and Annuity Company and its Variable Annuity Account C ING express VARIABLE ANNUITY
ING Life Insurance and Annuity Company and its Variable Annuity Account C ING express VARIABLE ANNUITY Supplement dated May 6, 2014 to the Contract Prospectus and Statement of Additional Information, each
More informationRetireReady SM Accumulator NY - single life variable life insurance issued by Genworth Life Insurance Company of New York
as of November 30, 2012 RetireReady SM Accumulator NY - variable life insurance 18404NY 12/01/12 Exp. 01/15/13 '2012 Genworth Financial, Inc. All rights reserved. Page 1 of 10 IMPORTANT INFORMATION The
More informationRetireReady SM Legacy - joint life and last survivor variable life insurance issued by Genworth Life and Annuity Insurance Company
as of November 30, 2012 RetireReady SM Legacy - variable life insurance 17424 12/01/12 Exp. 01/15/13 '2012 Genworth Financial, Inc. All rights reserved. Page 1 of 10 IMPORTANT INFORMATION The following
More informationVoya Retirement Insurance and Annuity Company
P E R F O R M A N C E U P D A T E Voya Retirement Insurance and Annuity Company OPPORTUNITY PLUS Variable Annuity Account C, Non-Standardized Returns without a Deferred Sales Charge Average Annual Total
More informationRetireReady SM Selections NY a variable annuity issued by Genworth Life Insurance Company of New York
as of November 30, 2012 RetireReady SM Selections NY 19807NY 12/01/12 Exp. 01/15/13 '2012 Genworth Financial, Inc. All rights reserved. Page 1 of 14 IMPORTANT INFORMATION The following information is designed
More informationINVESTING YOUR HSA MAXIMIZE. your POTENTIAL. Convenient investment options. 2013-2015 HealthEquity All rights reserved.
INVESTING YOUR HSA Convenient investment options MAXIMIZE your POTENTIAL MAXIMIZE YOUR TAX-FREE 1 EARNING POTENTIAL Just like a traditional savings account, your HSA earns interest. Additionally, just
More informationVoya Retirement Insurance and Annuity Company
P E R F O R M A N C E U P D A T E Voya Retirement Insurance and Annuity Company CLACKAMAS COUNTY 457(B) DC PLAN Separate Account D Average Annual Total Returns as of: 11/30/2015 (shown in percentages)
More information19801NY 12/01/12 Exp. 01/15/13 '2012 Genworth Financial, Inc. All rights reserved. Page 1 of 13
as of November 30, 2012 For contracts issued on or after May 1, 2003 RetireReady SM Choice NY 19801NY 12/01/12 Exp. 01/15/13 '2012 Genworth Financial, Inc. All rights reserved. Page 1 of 13 IMPORTANT INFORMATION
More informationADVANCED SERIES TRUST
ADVANCED SERIES TRUST STATEMENT OF ADDITIONAL INFORMATION APRIL 27, 2015 This Statement of Additional Information (SAI) of Advanced Series Trust (the Trust) is not a prospectus and should be read in conjunction
More informationUMB Financial Services, Inc.
Invesco Funds (Formerly AIM, Fund company has officially changed it s name) Invesco Growth Allocation Class R Invesco Equity and Income R Invesco Value Opportunities R Invesco Charter Fund R Invesco Moderately
More informationSecurity Benefit Advisor Program
Security Benefit Advisor Program Quarterly Performance Report as of March 31, 2015 You should consider the investment objectives, risks, charges, and expenses of the mutual funds carefully before investing.
More informationSecurity Life of Denver Insurance Company
P E R F O R M A N C E U P D A T E Security Life of Denver Insurance Company Voya Variable Universal Life-ECV Average Annual Total Returns as of: 11/30/2015 (shown in percentages) Mutual funds offered through
More informationRoll-up Rate: 5% Withdrawal Percentages
PRUDENTIAL PREMIER RETIREMENT VARIABLE ANNUITY (Offering Highest Daily Lifetime Income v3.0) PRUCO LIFE INSURANCE COMPANY PRUCO LIFE FLEXIBLE PREMIUM VARIABLE ANNUITY ACCOUNT PRUCO LIFE INSURANCE COMPANY
More informationTIAA-CREF NOVA SOUTHEASTERN UNIVERSITY 401(K) PLAN. Summary of Plan Services and Costs
NOVA SOUTHEASTERN UNIVERSITY 401(K) PLAN Summary of Plan Services and Costs July 11, 2013 This summary provides important information to assist you in making decisions related to your participation in
More informationVoya Retirement Insurance and Annuity Company
P E R F O R M A N C E U P D A T E Voya Retirement Insurance and Annuity Company INDEPENDENT S D 197 403B PLAN Variable Annuity Account C, Non-Standardized Returns Average Annual Total Returns as of: 09/30/2015
More informationMetLife Resources Gold Track Select. Portfolio Summary
MetLife Resources Gold Track Select Portfolio Summary Read below and learn more about the underlying funding choices available in the Gold Track Select variable annuity. (Within each asset class, funding
More informationIntelligent Life Variable Universal Life Insurance Intelligent Life Survivorship Variable Universal Life Insurance
TIAA-CREF Life Insurance Company (TIAA-CREF Life) Intelligent Life Variable Universal Life Insurance Intelligent Life Survivorship Variable Universal Life Insurance Current subaccount performance period
More informationWORLD BANK GROUP SENIOR MANAGEMENT TEAM AND VICE PRESIDENTS. FINANCIAL DISCLOSURE FOR CALENDAR YEAR 2011 Summary for Public Disclosure
WORLD BANK GROUP SENIOR MANAGEMENT TEAM AND VICE PRESIDENTS FINANCIAL DISCLOSURE FOR CALENDAR YEAR 2011 Summary for Public Disclosure Name: Position/Title: WBG Organization: Robert Irving Kopech Vice President
More informationInvestment Protector. Allianz Vision SM Variable Annuity. Get protection with growth potential. Allianz Life Insurance Company of North America
Allianz Life Insurance Company of North America Investment Protector Get protection with growth potential. Allianz Vision SM Variable Annuity VSN-103 Page 1 of 12 Build it. Use it. Pass it on. This brochure
More informationMerrill Edge Select TM Funds
Merrill Edge Select TM Funds Merrill Edge Select Funds 1 Listing created as of April 26, 2013. To help simplify your investing experience, Merrill Lynch investment professionals have developed a proprietary
More informationVariable Annuity Investment Options
Variable Annuity Investment Options Commonwealth Annuity offers a comprehensive range of investment options to help you build a diversified portfolio. Our investment options at a glance. Commonwealth Annuity
More informationSTATE OF FLORIDA DEFERRED COMPENSATION PLAN 2014 ANNUAL PERFORMANCE REPORT. (January 1, 2014 thru December 31, 2014)
STATE OF FLORIDA DEFERRED COMPENSATION PLAN 2014 ANNUAL PERFORMANCE REPORT (January 1, 2014 thru December 31, 2014) Prepared By: SunGard Omni (Recordkeeper) Chief Financial Officer of the State of Florida
More informationYORK LIFE INSURANCE AND ANNUITY CORPORATION
Statement of Additional Information dated May 1, 2013 for Corporate Executive Series VI Variable Universal Life Policies from NEW YORK LIFE INSURANCE AND ANNUITY CORPORATION This Statement of Additional
More informationSummit Strategies Group 8182 Maryland Avenue, 6th Floor St. Louis, Missouri 63105 314.727.7211
Summit Strategies 88 Maryland Avenue, 6th Floor St. Louis, Missouri 6305 34.77.7 Participant nd Quarter 05 Performance Summary South Carolina Optional Retirement Program August 05 LINE-UP COMPARISON South
More informationEnrollment Guide. Family. Medical. Flexibility. Work/life balance. Retirement. Lifestyle changes. Family. Health and wellbeing.
festyle changes lanning for the future Retirement Health and wellbeing Work/life balance Family Meaningful choice Flexibility Protecting against the unexpected Medical MIT Supplemental 401(k) Plan Enrollment
More informationAn investor s guide to purchasing mutual funds and 529 plans through Ameriprise Financial
An investor s guide to purchasing mutual funds and 529 plans through Ameriprise Financial For more than 60 years, mutual funds have been one of the best ways for individual investors to participate in
More informationSummit Strategies Group 8182 Maryland Avenue, 6th Floor St. Louis, Missouri 63105 314.727.7211
Summit Strategies 88 Maryland Avenue, 6th Floor St. Louis, Missouri 6305 34.77.7 Participant 3 rd Quarter 05 Performance Summary South Carolina Optional Retirement Program LINE-UP COMPARISON South Carolina
More informationInvestment Descriptions and Options
Investment Descriptions and Options National Philanthropic Trust (NPT) provides several investment opportunities to diversify and grow your charitable contributions. To ensure that your contribution to
More information401(k) and 457 Plans
401(k) and 457 Plans In the late 90s the Amalgamated Transit Union saw a need for adding a supplemental retirement plan to its arsenal of member benefits. Therefore in August of 1997 they created: the
More informationInvestment Options. Product Overview. Your Financial Advisor. Account Fees
TM Product Overview EffortlessIRA is an IRA product offered by The Retirement Plan Company, LLC (TRPC) through our web-based retirement savings and investment platform. Through EffortlessIRA, you are able
More informationInvestment Options Guide
Allianz Life Insurance Company of North America Investment Options Guide A variety of options for today s retirement USA-1448 Page 1 of 16 Solutions for RETIREMENT REALITIES This brochure must be preceded
More informationNEW CENTURY CAPITAL PORTFOLIO SCHEDULE OF INVESTMENTS January 31, 2014 (Unaudited)
NEW CENTURY CAPITAL PORTFOLIO SCHEDULE OF INVESTMENTS January 31, 2014 (Unaudited) INVESTMENT COMPANIES - 99.2% Shares Value Large-Cap Funds - 62.3% American Funds AMCAP Fund - Class A 150,931 $ 4,070,619
More informationMorningstar Highlights
Morningstar Highlights Second quarter Data as of June 30, 2015 Invesco offers funds that have competitive performance relative to their peers across most style boxes. Below are Invesco funds with four-
More informationTake a look at Horace Mann's Annuity Alternatives variable annuity program
Take a look at Horace Mann's Annuity Alternatives variable annuity program An annuity offers some significant features and guarantees. As life expectancies increase, a key retirement concern is outliving
More informationRETIREMENT PLAN BROKERAGE SERVICES ERISA 408(B)(2) DISCLOSURE INFORMATION APPLICABLE FOR ERISA RETIREMENT PLANS
This information is being provided to you as the sponsor or other responsible fiduciary of a retirement plan ( Plan ) subject to the Employee Retirement Income Security Act of 1974 ( ERISA ) that maintains
More informationHealthEquity investment tools
HealthEquity investment tools Hassle-free HS investments MXIMIZE YOUR HS ERNINGS We ll take you there. Maximize your earnings Just like a traditional savings account, your HS earns interest. dditionally,
More information2015 MUTUAL FUND DISTRIBUTIONS CALENDAR
2015 MUTUAL FUND DISTRIBUTIONS CALENDAR Columbia Absolute Return Currency and Income Fund 19763P689 Monthly 01/23/15 02/25/15 03/25/15 04/24/15 05/26/15 06/25/15 07/24/15 08/25/15 09/25/15 10/23/15 11/23/15
More informationRoll-up Rate: 5% Withdrawal Percentages
PRUDENTIAL PREMIER RETIREMENT VARIABLE ANNUITIES PRUDENTIAL PREMIER ADVISOR VARIABLE ANNUITIES (Offering Highest Daily Lifetime Income v3.0) PRUCO LIFE INSURANCE COMPANY PRUCO LIFE FLEXIBLE PREMIUM VARIABLE
More informationThe USCM Deferred Compensation Program
The USCM Deferred Compensation Program Average Annualized Total Return: Non-STANDARDIZED (For the Non-Standardized report, denotes that the underlying investment option has not been in existence for the
More informationStatement of Investment Policy. Alabama College Education Savings Program (ACES) Trust Fund. The CollegeCounts 529 Fund
Statement of Investment Policy Alabama College Education Savings Program (ACES) Trust Fund The CollegeCounts 529 Fund Approved by the Board of Directors November 19, 2014 1 Authority and Purpose The Alabama
More informationAbout Fidelity BrokerageLink A supplement to the MIT 2015 401(k) Investment Transition Guide (Transition Guide)
About Fidelity A supplement to the MIT 2015 401(k) Investment Transition Guide (Transition Guide) If you would like to invest in funds outside MIT s new Core Line up, as described in the Transition Guide,
More informationTransamerica Landmark SM ML Variable Annuity
Transamerica Landmark SM ML Variable Annuity The performance quoted represents past performance and does not guarantee future results; and current performance may be lower or higher than the performance
More informationMorningstar Direct SM U.S. Asset Flows Update
? Morningstar Direct SM U.S. Asset Flows Update Morningstar Manager Research 15 December Data through Nov. 30, U.S. Mutual Funds and Exchange- Traded Products Alina Lamy Senior Analyst Markets Research
More informationInvestment options insights A look at Investment Choices for VUL III Variable Universal Life Insurance
An Educational Guide for Consumers Investment options insights A look at Investment Choices for VUL III Variable Universal Life Insurance Investment Strategies This brochure must be preceded or accompanied
More informationDALBAR Due Diligence: Trust, but Verify
2013 September 28, 2013 The (TDF Facts) is an annual compilation of of key information about these funds that are necessary to understand and evaluate these investment vehicles. TDF Facts is intended for
More informationAllianz Retirement Pro Variable Annuity
Allianz Life Insurance Company of North America Allianz Retirement Pro Variable Annuity Where lifetime income and flexible investing meet. RET-001 Page 1 of 24 Solutions for RETIREMENT REALITIES Planning
More informationVoya Retirement Insurance and Annuity Company
P E R F O R M A N C E U P D A T E Voya Retirement Insurance and Annuity Company STATE OF NEVADA DEFERRED COMP Separate Account D, Group Annuity Contract Average Annual Returns as of: 05/31/2016 (shown
More informationFund commentary. John Hancock Lifestyle Portfolios Q1 2016
Fund commentary John Hancock Lifestyle Portfolios Seek: Long-term growth of capital or a balance between a high level of current income and growth of capital Use for: Broadly diversified, risk-targeted
More informationDiversified Growth SM Variable Universal Life. Protection and accumulation that adjust with your life. A better way of life
Diversified Growth SM Variable Universal Life Protection and accumulation that adjust with your life A better way of life Add to your peace of mind, while adding to your assets You want and need to protect
More informationProspectus. Retirement Advantage. May 1, 2015. Group Variable Annuity. Group Variable Annuity The Ohio National Life Insurance Company
Group Variable Annuity Retirement Advantage Prospectus Group Variable Annuity The Ohio National Life Insurance Company May 1, 2015 This page is not part of the prospectus. Prospectus Retirement Advantage
More informationANNUITIES VARIABLE. MetLife Retirement Perspectives. Underlying Funds Summary WHERE ARE YOU. headed? L-18063-3 7/05
ANNUITIES VARIABLE MetLife Retirement Perspectives Underlying Funds Summary WHERE ARE YOU headed? L-18063-3 7/05 MetLife Retirement Perspectives Funding Options ASSET CLASS FUNDING OPTIONS Fixed Account
More informationEQUI-VEST. Series 300/400 Variable Annuities
EQUIVEST Annualized Rates of Return as of 07/31/2015, Annualized Monthly Rates of Return For the Period Ending 07/31/2015 net of annual administrative charge and the maximum applicable withdrawal charge
More informationthe world of AXA a guided tour
the world of AXA a guided tour AXA around the world In 25 years, we have acquired strong positions, becoming the world s leading insurance brand.1 AXA Advisors, LLC benefits from being a part of a global
More informationSafe Harbor 401(k) Plan Design Questionnaire
Safe Harbor 401(k) Plan Design Questionnaire Please call Prime Plan Solutions at (888) 445 0031, Option 4, if you have any questions regarding this Plan Design Questionnaire (Monday Friday from 8:30 AM
More informationSunTrust Rollover Solution Center
SunTrust Rollover Solution Center www.suntrust.com/retirement 1-800-453-4015 Mutual fund categories T he SunTrust Rollover Solution Center can help explain many investment options including a product that
More informationAsset Allocation Model Portfolios
February 2014 Asset Allocation Model Portfolios Christopher Eckert Portfolio Management Director Senior Vice President/Financial Advisor 320 Post Road West Westport, CT 06880 PHONE: 203-222-4057 TOLL-FREE:
More informationNew options for your retirement future
New options for your retirement future Important information about the State of Nevada Public Employees 457(b) Deferred Compensation Plan February 2015 Nevada Deferred Compensation YOUR PLAN YOUR FUTURE
More informationLincoln ChoicePlus SM Fusion Lincoln Life Variable Annuity Account N (Registrant) The Lincoln National Life Insurance Company (Depositor)
Lincoln ChoicePlus SM Fusion Lincoln Life Variable Annuity Account N (Registrant) The Lincoln National Life Insurance Company (Depositor) Statement of Additional Information (SAI) This SAI should be read
More informationEQUI-VEST. Series 100/200 Variable Annuities
EQUIVEST Annualized Rates of Return as of 03/31/2013, Annualized Monthly Rates of Return For the Period Ending 03/31/2013 net of annual administrative charge and the maximum applicable withdrawal charge
More informationVoya Insurance and Annuity Company and its Separate Account B. Voya Focus Variable Annuity
Voya Insurance and Annuity Company and its Separate Account B Voya Focus Variable Annuity Supplement dated June 9, 2015 to the Contract Prospectus and Statement of Additional Information, each dated April
More informationUniversity of North Texas System Retirement Program Optional Retirement Program (ORP) Tax-Sheltered Account (TSA) Voluntary 403(b) How to get started
University of North Texas System Retirement Program Optional Retirement Program (ORP) Tax-Sheltered Account (TSA) Voluntary 403(b) How to get started Table of Contents Why Save? 3 Plan Features 5 Approved
More informationWe've created a. Advisor Series I
TRS 2253 1201 We've created a Plan Advisor Series I That fits your needs. The Plan SM Advisor Series I can help you make the most of what you and your employees have worked so hard to build. How? By combining
More informationRiverSource Variable Universal Life Insurance III
May 1, 2016 RiverSource Variable Universal Life Insurance III This wrapper contains a prospectus and a prospectus supplement dated May 1, 2016. S-6189 CA (5/16) Issued by: RiverSource Life Insurance Company
More informationHealthEquity investment tools
HealthEquity investment tools Hassle-free HS investments MXIMIZE YOUR HS ERNINGS We ll take you there. Maximize your earnings Just like a traditional savings account, your HS earns interest. dditionally,
More informationSAMPLE. Accessing Your Account
Disclosure Date: 08/01/2012 Annual Participant Investment and Fee Disclosure Annual Participant Investment and Fee Disclosure you are eligible (or will become eligible) to participate in the ABC 401(k)
More informationMake the Most of Your Retirement Plan: The University System of Georgia Optional Retirement Plan Enrollment Guide
Make the Most of Your Retirement Plan: The University System of Georgia Optional Retirement Plan Enrollment Guide Table of Contents The University System of Georgia Optional Retirement Plan: Enrollment
More informationInvestment Fund Sample Portfolios
Investment Fund Sample Portfolios ADP Broker-Dealer, Inc. One ADP Boulevard Roseland, NJ 07068-1728 A Subsidiary of ADP. Member FINRA Date of use 051309 ACCESS A Introduction Plan Sponsors today face daunting
More informationROCHESTER INSTITUTE OF TECHNOLOGY Comparable Funds By Asset Class
ROCHESTER INSTITUTE OF TECHNOLOGY Comparable Funds By Asset Class In response to the request from several participants, the following is a guide to comparable funds in the new investment fund lineup, by
More informationSpectrum of Investment Options
Kentucky Deferred Comp Spectrum of Investment Options Your guide to available investment options. Tier 1 Target Date Funds, Balanced Fund Target Date Funds Vanguard Target Retirement Funds (in five-year
More informationRoll-up Rate: 5% Withdrawal Percentages
PRUDENTIAL PREMIER RETIREMENT VARIABLE ANNUITIES PRUDENTIAL PREMIER ADVISOR VARIABLE ANNUITIES (Offering Highest Daily Lifetime Income v3.0) PRUCO LIFE INSURANCE COMPANY PRUCO LIFE FLEXIBLE PREMIUM VARIABLE
More informationMorningstar Highlights
Morningstar Highlights Third quarter Data as of September 30, 2015 Invesco offers funds that have competitive performance relative to their peers across most style boxes. Below are Invesco funds with four-
More informationTOMORROW S SCHOLAR. Wisconsin s 529 Plan. ... connecting to the future. Program Description and Participation Agreement.
TOMORROW S SCHOLAR Wisconsin s 529 Plan... connecting to the future Program Description and Participation Agreement May 1, 2014 Administrator: The Wisconsin College Savings Program Board Tomorrow s Scholar
More informationSeparately Managed Accounts: The DR Opportunity
Deutsche Bank Global Transaction Banking Institutional Cash & Securities Services Separately Managed Accounts: The DR Opportunity 1 In Brief Identifying the right investors to target is a key step towards
More informationProduct & Service Comparison Guide
Product & Service Comparison Guide Polaris Platinum III Polaris Choice IV Polaris Advantage II Not FDIC or NCUA/NCUSIF Insured May Lose Value No Bank or Credit Union Guarantee Not a Deposit Not Insured
More informationInvestment Options AMERICAN CENTURY HERITAGE CLASS A (ATHAX.LW) AMERICAN CENTURY STRAT ALLOC CLASS A (ACVAX.LW) CALVERT INCOME FUND CLASS A (CFICX.
Investment Options With a Health Savings Account (HSA), you can keep and roll over any dollars remaining in your account at the end of the year. Over time, you can build a nest egg of savings in your ACS
More informationIntroductions State Board of Administration staff
FRS Investment Plan Investment Fund Changes Workshop Welcome Introductions State Board of Administration staff Walter Kelleher, Director of Educational Services walter.kelleher@sbafla.com 850-413-1490
More informationall companies Vendor Name
Vendor Name Accessor Funds Aflac AIG/American General Life AIG Sunamerica Asset Mgmt AIG SunAmerica Life Assurance AIM Investment Services, Inc Allegiant Funds Alger Funds AllianceBernstein Investments
More informationWelcome to your new retirement plan provider
Welcome to your new retirement plan provider < ABC Company > is changing the service provider for its qualified retirement plan to John Hancock. Important dates 1 at a glance Access to John Hancock s website
More informationPersonal Risk Profile and Asset Allocation A Guide to Investing Variable Product Series. Building your future with a secure partner
Personal Risk Profile and Asset Allocation A Guide to Investing Variable Product Series Building your future with a secure partner SM Kansas City Life Insurance Company Investment basics Taking personal
More informationVariable Investment Option Performance Update
Variable Investment Option Performance Update MetLife Insurance Company USA The performance data quoted represents past performance and does not guarantee future results. Current performance may be lower
More informationRETIREMENT PLAN BROKERAGE ACCOUNT ERISA 408(B)(2) DISCLOSURE INFORMATION -- APPLICABLE FOR ERISA RETIREMENT PLANS
This information is being provided to you as the sponsor or other responsible fiduciary of a retirement plan ( Plan ) subject to the Employee Retirement Income Security Act of 1974 ( ERISA ) that maintains
More informationAll Canyon Resources Employees REMINDER ABOUT THE 4O1(K) PLAN AND SUMMARY OF RECENT CHANGES
TO: RE: All Canyon Resources Employees REMINDER ABOUT THE 4O1(K) PLAN AND SUMMARY OF RECENT CHANGES WHAT IS THE 401(k) PLAN? The 401(k) plan is designed to help you save for your retirement. You decide
More informationComerica Securities Inc. Mutual Fund Guide
Comerica Securities Inc. Mutual Fund Guide With so many different mutual funds available today, Comerica Securities Inc. wants to help you to ensure that you are investing in the mutual fund that best
More information