Investment Information

Fund Fact Sheets

Provides each investment's objective and holdings as well as a breakdown of assets by industry, risk level, and fund manager.

  *Default investment option based on your age.

Fund Performance

Updated each quarter, the Investment Options at a Glance lists the investment options available in this plan and their performance over multiple periods, including year-to-date, one-, five-, 10-year periods, and since inception.

2020 - Quarter 1 2019 - Quarter 4 2019 - Quarter 3 2019 - Quarter 2

 

Investment Performance Analysis

Each quarter, the plan’s investment consultant provides a report on market conditions and the performance of the plan’s investments.

2020 - Quarter 1 | Executive Summary
2019 - Quarter 4 | Executive Summary
2019 - Quarter 3 | Executive Summary
2019 - Quarter 2 | Executive Summary
Investment Policy

The Defined Contribution Plan Statement of Investment Policy defines the purpose of this retirement plan, the investment options to be offered through the plan, and the roles of those responsible for managing the plan. The investment policy statement also establishes performance standards and objectives for the investments, and the standards and processes for monitoring and evaluating the investment options.