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.
Portfolio Overview Retirement Strategy Funds are diversified asset allocation portfolios designed for people who want to leave ongoing investment deci-
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