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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 American Funds Target Date Retirement Funds or one of the model portfolios offered through GoalMaker®, 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 your equity exposure and increasing your exposure in fixed income 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 solely based on age or retirement date. Before investing, participants should carefully consider the fund's investment objectives, risks, charges and expenses, as well as their age, anticipated retirement date, risk tolerance, other investments owned, and planned withdrawals.

The stated asset allocation may be subject to change. It is possible to lose money in a target-date fund, including losses near and following retirement. Investments in the funds are not deposits or obligations of any bank and are not insured or guaranteed by any governmental agency or instrumentality.

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