Transcription of 6/30/18 - docs.retirementpartner.com
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6/30/18 - docs.retirementpartner.com
Portfolio OverviewRetirement strategy Funds are diversified asset allocation portfoliosdesigned for people who want to leave ongoing investment deci-sions to an experienced portfolio management you haveto do is pick the Retirement strategy Fund with the date closest toyour expected target date for retirement (2055, 2050, 2045, 2040,2035,etc).The management team adjusts the asset mix of your Retire-ment strategy Fund over time to the allocation it deems appropri-ate for your you are far from your target date for retirement, most of theassets are invested in globally diversified equity portfolios. As youget closer to the target date for retirement, and continuing for 15years beyond your target date for retirement,the management teamgradually adjusts your Retirement strategy Fund to a more conser-vative asset means fewer stocks and more bonds and short-term investments that can help generate income and protect yoursavings in the highest total return over time consistent with the Retire-ment strategy Fund s asset mixInvestment strategy A diversified portfolio of equities and bonds built for investors whoanticipate retiring around 2020,typically those born between 1953and 1957 Investment mix becomes
Portfolio Overview Retirement Strategy Funds are diversified asset allocation portfolios designed for people who want to leave ongoing investment deci-
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