Welcome Guest!
 

 

Home

Fund Information

Enroll

Education

Planning Tools

Fund Information

•  Fund Performance — List of investment option returns for: 1 month, Quarter, Year-to-date, 1 year, 3 years, 5 years, 10 years or since inception as of most recent month-end and calendar quarter.

•  Fund Overview — Provides the investment objective, holdings, a breakdown of the fund's assets by industry, the risk level and the fund manager for each of your available investment options.

•  Online Prospectus — The most up to date regulatory documents associated with your plan including fund prospectuses, annual reports and semi-annual reports.

 

 

 


Please consider the investment objectives, risks, fees and expenses carefully before investing.  For this and other important information you may obtain prospectuses for mutual funds, any applicable annuity contract and the annuity's underlying funds and/or disclosure documents from your registered representative.  For prospectuses on the Self-Directed Brokerage, contact Ameritrade at 1-866-766-4015. Read them carefully before investing.

Contact Us | Glossary | FAQ | Privacy Statement | System Requirements | Security | Business Continuity Plan