Retirement Income Savings Plan

Which funds would you like to invest in? (things to consider)

Fund Name
Target Date Funds (Moderate risk – CTA Suggests this is a good place to start … tell me more)
Target Date – 2035
7.48%
11.25%
0.01%
%
Target Date – 2045
6.10%
8.20%
0.01%
%
Stock and Growth Funds (Moderate risk – financial experts typically say … tell me more)
Small Cap Equity
N/A
N/A
0.01%
%
Mid Cap Equity
7.21%
6.97%
0.01%
%
Large Cap Equity
(-1.58%)
1.82%
0.01%
%
Bond and Income Funds (Low risk – can provide safe stable … tell me more)
Short–Term Bond
5.82%
6.52%
0.01%
%
Bond Index
5.82%
6.52%
0.01%
%
Capital Preservation Funds (Low risk – priority for retirees and those nearing retirement … tell me more)
Money Market
0.10%
1.55%
0.01%
%
Company Stock (Moderate risk – financial experts typically say … tell me more)
CTA Stock
(-1.58%)
1.82%
0.01%
%
Total (must equal 100%)
%
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