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 December 31, 2021
YTD3 MoAverage Annual Total Returns
as of 12/31/2021
Expense
Ratio1
Inception
Date
1 Yr3 Yrs5 Yrs10 YrsSince
Inception2
A10.92%3.52%10.92%13.28%9.59%8.70%6.43%0.76%11/18/05
C10.67%3.47%10.67%13.00%9.32%8.42%6.16%1.01%11/18/05
E10.91%3.52%10.91%13.28%9.59%8.70%6.39%0.76%12/14/05
F11.22%3.61%11.22%13.57%9.87%8.97%6.70%0.51%11/18/05
G10.86%3.48%10.86%13.26%--8.38%0.76%11/3/17
H11.17%3.59%11.17%13.54%--8.66%0.51%11/3/17

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