Retirement Funds make getting a fully diversified portfolio as easy as picking one professionally managed fund that corresponds to your target retirement date.
To incorporate the Retirement Funds into your portfolio, select from the funds described below. For detailed information about each fund, including its risks, click on the fund name.
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 emphasize potential capital appreciation during the early phases of retirement asset accumulation, balance the need for appreciation with the need for income as retirement approaches, and focus more on income and principal stability during retirement. 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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