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Prices & Performance
Quarterly Target Target as of March 31, 2024 APY YTD Returns at NAV as of 3/31/2024 Average Annual Total Returnsas of 3/31/2024 Expense RatioFootnote 1 Inception Date 1 Yr 3 Yrs 5 Yrs 10 Yrs Since InceptionFootnote 4 Index Target Portfolios Index Equity Portfolio - 7.11% 21.75% 6.31% 10.56% - 9.63% 0.11% 7/17/17 Index Balanced Portfolio - 4.34% 14.46% 3.69% 7.34% - 6.87% 0.12% 7/17/17 Index Fixed Income Portfolio - 0.63% 3.97% 1.19% 1.74% - 1.73% 0.09% 7/17/17 Multi-Firm Target Portfolios Multi-Firm Equity Portfolio - 7.24% 21.93% 6.19% 10.51% - 9.47% 0.40% 7/17/17 Multi-Firm Balanced Portfolio - 4.61% 15.10% 3.85% 7.44% - 6.91% 0.38% 7/17/17 Multi-Firm Fixed Income Portfolio - 0.80% 4.32% 1.39% 1.88% - 1.85% 0.17% 7/17/17 Looking for something specific?
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