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Investment Options

Explore the broad range of investment options available to help you achieve your retirement goals.

About your investments

Your plan's investment lineup represents a broad spectrum of asset classes and risk/return characteristics to enable you to tailor your account to your needs and goals. For example, if you're a do-it-yourselfer, you can create and manage your portfolios on your own. But if you don't have time or an interest in investing, consider taking advantage of the convenience of the JP Morgan Target-Date funds PDF file opens in a new window or one of the model portfolios offered through GoalMaker® Opens in a new window , an optional asset allocation and rebalancing program available at no extra cost.

Keep in mind that application of asset allocation and diversification concepts does not assure a profit or protect against loss in a declining market. It is possible to lose money by investing in securities.

Click each fund name for a PDF ( ) fact sheet containing details about performance, fees and underlying investments. For more information, please read the Fund Fact Sheet User Guide PDF file opens in a new window.

An asterisk at the end of the fund name indicates a registered mutual fund.

Fund Fact Sheet User’s Guide

This helpful guide provides a glossary of terms and benchmark definitions commonly found on the downloadable fund fact sheets.

Download the Fund Fact-Sheet User's Guide PDF File opens in a new window

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All investing involves various risks including the possible loss of principal. It is possible to lose money by investing in securities.

The target date is the approximate date when investors plan to retire and may begin withdrawing their money. The asset allocation of the target-date funds will become more conservative as the target-date approaches by lessening the equity exposure and increasing the exposure in fixed income type investments. The principal value of an investment in a target-date fund is not guaranteed at any time, including the target-date. There is no guarantee that the fund will provide adequate retirement income.

A target-date fund should not be selected based solely on age or retirement date. Participants should carefully consider the investment objectives, risks, charges and expenses of any Fund before investing. Funds are not guaranteed investments and the stated asset allocation may be subject to change. It is possible to lose money by investing in securities, including losses near and following retirement.

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