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Prices & Performance
Monthly Target Target as of April 30, 2024 APY YTD Returns at NAV as of 4/30/2024 Average Annual Total Returnsas of 4/30/2024 Expense RatioFootnote 1 Inception Date 1 Yr 3 Yrs 5 Yrs 10 Yrs Since InceptionFootnote 4 Index Target Portfolios Index Equity Portfolio - 2.95% 15.50% 3.37% 8.99% - 8.87% 0.11% 7/17/17 Index Balanced Portfolio - 1.20% 10.01% 1.61% 6.25% - 6.31% 0.12% 7/17/17 Index Fixed Income Portfolio - 0.36% 3.30% 1.00% 1.63% - 1.67% 0.09% 7/17/17 Multi-Firm Target Portfolios Multi-Firm Equity Portfolio - 3.15% 15.52% 3.28% 8.93% - 8.72% 0.40% 7/17/17 Multi-Firm Balanced Portfolio - 1.54% 10.54% 1.79% 6.35% - 6.35% 0.38% 7/17/17 Multi-Firm Fixed Income Portfolio - 0.54% 3.65% 1.21% 1.77% - 1.79% 0.17% 7/17/17 Looking for something specific?
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