Adjusting allocation funds adjust their mix of investments—or asset allocation—as specific time horizons draw closer.
The Retirement Funds are a series of investments tailored to your expected retirement date. Simply select the fund closest to the year in which you expect to retire or have retired—our professional managers will select an appropriate portfolio and adjust it over time as retirement approaches.
The principal value of the Retirement Funds is not guaranteed at any time, including at or after the target date, which is the approximate date when investors turn age 65. The funds invest in a broad range of underlying mutual funds that include stocks, bonds, and short-term investments and are subject to the risks of different areas of the market. The funds maintain a substantial allocation to equities both prior to and after the target date, which can result in greater volatility.
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