Fund 60

The Fund 60 Investment Option invests in a combination of Domestic Equity, International Equity, Real Estate, and Fixed Income investments in order to seek long-term growth with the potential to earn income. This portfolio has a target allocation of 36% Domestic Equity, 19% International Equity, 5% Real Estate, and 40% Fixed Income.

Underlying Investments

Single Portfolio Performance
Fee Structure
as of November 30, 2021
YTD3 MoAverage Annual Total Returns
as of 11/30/2021
Expense
Ratio1
Inception
Date
1 Yr3 Yrs5 Yrs10 YrsSince
Inception2
A8.32%-1.80%11.68%10.69%9.35%8.43%6.31%0.76%11/18/05
C8.10%-1.84%11.39%10.41%9.08%8.15%6.04%1.01%11/18/05
E8.32%-1.78%11.71%10.68%9.36%8.42%6.27%0.76%12/14/05
F8.60%-1.73%11.98%10.96%9.63%8.70%6.57%0.51%11/18/05
G8.33%-1.80%11.69%10.69%--7.95%0.76%11/3/17
H8.58%-1.71%12.01%10.95%--8.22%0.51%11/3/17

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