MUTUAL FUNDS

These Mutual Fund Resources and Tools Can Help You Make Critical Decisions

We offer a number of fund resources and tools that can help you work towards reaching your investment goals.

Calculators

Use our calculators to calculate how much you'll need for retirement, compare Roth and Traditional IRAs, and more

Fund Selection Tool

Use our fund selection tool to see which of our funds may be a good fit for you.

FAQ

Our FAQ page covers questions regarding general investing, retirement and rollovers, college savings, LifePath® Funds, and taxes.

Glossary

Want a clearer understanding of mutual funds and investing terms? Look them up in our glossary.

Fund Prices

Check out these pages for both fund prices and College Savings Plan prices.

Fund Performance

These pages provide performance data for both our funds and College Savings Plan.

Year-to-Date Distributions

Take a look at year-to-date distributions for 2014.

Prior Year Distributions

This page shows distributions for 2013.

Prospectus and Reports

Fund Share Classes

This area provides an overview about the different types of mutual fund share classes we offer.

Risk Disclosures

Investing involves risk, including potential for loss.

When rolling over a 401 (k) into an IRA it's important to do a full comparison on the differences in the guarantees and protections offered by each respective type of account as well as the differences in liquidity/loans, types of investments, fees, and any potential penalties.

AP2013/11/2023

Not FDIC Insured

  • No Bank Guarantee
  • May Lose Value