Fee Structure: A B C F

The performance and prices for each Portfolio are shown below. Performance does not reflect the annual account maintenance fee of $12 (waived for Alabama residents).

Target Portfolios
at NAV as of November 13, 2025
PriceChange ($)Change (%)YTD (%)1
Target Fund 100$43.960.220.5017.48
Target Fund 80$36.630.150.4115.12
Target Fund 60$29.540.080.2712.88
Target Fund 40$24.020.040.1710.34
Target Fund 20$18.870.020.117.64
Target Fixed Income Fund$12.940.000.004.44