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 December 12, 2025
PriceChange ($)Change (%)YTD (%)1
Target Fund 100$44.79-0.42-0.9319.70
Target Fund 80$37.19-0.30-0.8016.88
Target Fund 60$29.89-0.19-0.6314.21
Target Fund 40$24.22-0.12-0.4911.25
Target Fund 20$18.96-0.05-0.268.16
Target Fixed Income Fund$12.970.000.004.68