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Investment Factsheet
PAGE 48 OF 50
Inv. Data as of 03/31/25.
STATEMENT OF ADDITIONAL DISCLOSURES: PEER GROUP DESCRIPTIONS
risk, based solely on the target date. Management adjusts the allocation among asset classes to moreconservative mixes as the target date
approaches, following a preset glide path. A target-date portfolio is part of a series of funds offering multiple retirement dates to investors.
Target-Date 2025 (TG). Target-date portfolios provide diversified exposure to stocks, bonds, and cash for those investors who have a specific
date in mind (in this case, the years 2021-2025) for retirement. These portfolios aim to provide investors with an optimal level of return and
risk, based solely on the target date. Management adjusts the allocation among asset classes to moreconservative mixes as the target date
approaches, following a preset glide path. A target-date portfolio is part of a series of funds offering multiple retirement dates to investors.
Target-Date 2030 (TH). Target-date portfolios provide diversified exposure to stocks, bonds, and cash for those investors who have a specific
date in mind (in this case, the years 2026-2030) for retirement. These portfolios aim to provide investors with an optimal level of return and
risk, based solely on the target date. Management adjusts the allocation among asset classes to moreconservative mixes as the target date
approaches, following a preset glide path. A target-date portfolio is part of a series of funds offering multiple retirement dates to investors.
Target-Date 2035 (TI). Target-date portfolios provide diversified exposure to stocks, bonds, and cash for those investors who have a specific
date in mind (in this case, the years 2031-2035) for retirement. These portfolios aim to provide investors with an optimal level of return and
risk, based solely on the target date. Management adjusts the allocation among asset classes to moreconservative mixes as the target date
approaches, following a preset glide path. A target-date portfolio is part of a series of funds offering multiple retirement dates to investors.
Target-Date 2040 (TJ). Target-date portfolios provide diversified exposure to stocks, bonds, and cash for those investors who have a specific
date in mind (in this case, the years 2036-2040) for retirement. These portfolios aim to provide investors with an optimal level of return and
risk, based solely on the target date. Management adjusts the allocation among asset classes to moreconservative mixes as the target date
approaches, following a preset glide path. A target-date portfolio is part of a series of funds offering multiple retirement dates to investors.
Target-Date 2045 (TK). Target-date portfolios provide diversified exposure to stocks, bonds, and cash for those investors who have a specific
date in mind (in this case, the years 2041-2045) for retirement. These portfolios aim to provide investors with an optimal level of return and
risk, based solely on the target date. Management adjusts the allocation among asset classes to moreconservative mixes as the target date
approaches, following a preset glide path. A target-date portfolio is part of a series of funds offering multiple retirement dates to investors.
Target-Date 2050 (TN). Target-date portfolios provide diversified exposure to stocks, bonds, and cash for those investors who have a specific
date in mind (in this case, the years 2046-2050) for retirement. These portfolios aim to provide investors with an optimal level of return and
risk, based solely on the target date. Management adjusts the allocation among asset classes to moreconservative mixes as the target date
approaches, following a preset glide path. A target-date portfolio is part of a series of funds offering multiple retirement dates to investors.
Target-Date 2055 (TL). Target-date portfolios provide a diversified exposure to stocks, bonds, and cash for those investors who have a
specific date in mind (in this case, the years 2051-2055 and beyond) for retirement. These portfolios aim to provide investors with an optimal
level of return and risk, based solely on the target date. Management adjusts the allocation among asset classes to more-conservative mixes as
the target date approaches, following a preset glide path. A targetdate portfolio is part of a series of funds offering multiple retirement dates to
investors.
Target-Date 2060 (XQ). Target-date portfolios provide a diversified exposure to stocks, bonds, and cash for those investors who have a
specific date in mind (in this case, the years 2056-2060) for retirement. These portfolios aim to provide investors with an optimal level of
return and risk, based solely on the target date. Management adjusts the allocation among asset classes to more-conservative mixes as the
target date approaches, following a preset glide path. A target-date portfolio is part of a series of funds offering multiple retirement dates to
investors.
Target-Date 2065+ (TU). Target-date portfolios provide a diversified exposure to stocks, bonds, and cash for those investors who have a
specific date in mind (in this case, the years 2061-2065 and beyond) for retirement. These portfolios aim to provide investors with an optimal
level of return and risk, based solely on the target date. Management adjusts the allocation among asset classes to more-conservative mixes as
the target date approaches, following a preset glide path. A target-date portfolio is part of a series of funds offering multiple retirement dates to
investors.
Target-Date Retirement (RI). Target-Date Retirement portfolios provide a mix of stocks, bonds, and cash for those investors already in or
entering retirement. These portfolios tend to be managed to more of a conservative asset-allocation strategy. These portfolios aim to provide
investors with steady income throughout retirement.
Please see important disclosures in the Statement of Additional Disclosures. © 2025, Broadridge Financial Solutions, Inc. All rights reserved. The analysis
and opinions generated by Broadridge and its affiliates do not constitute professional investment advice and are provided solely for informational purposes.
