5 year investment options

    • [PDF File]Fifth Third Bank HSA Mutual Funds Summary

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      Up to 80% equity exposure and access to a wide variety of rider-eligible investment options to allocate their portfolios according to their investment styles. 90% Protection 90% floor for the 5-Year option (of purchase payments made in the first contract year). Annual charge: 0.85% of the charge base (deducted quarterly) and locked in for the ...

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    • [PDF File]3-5 Year Holding Period Fund - Home | UTC

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      FOR ALL INVESTMENT OPTIONS. ALL REFERENCES TO THE RANGE OF ASSET-BASED FEES ARE CHANGED FROM 0.2250%-0.3250% TO 0.2150%-0.3150% . The following replaces the chart in Part 2.C.5. on page 22: Balanced Income Portfolio. The following replaces the chart in Part 2.C.6.a. on page 23: Portfolio 1-Year 3-Year 5-Year 10-Year Since Inception Inception Date

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    • Best Investment Plans for 5 Years - Long Term Investment Options

      Funds are constructed using the five core investment options. We have seen peer plans move their Lifecycle funds from 10-year increments to 5-year increments providing participants a more narrow window of time to match their intended retirement date with their asset allocation. We recommend

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    • [PDF File]Smart Track II - 5 Year Variable Annuity Non-Standardized ...

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      FDIC insured HSA Cash Account; Fifth Third Bank is not a registered investment adviser or a broker-dealer and is not the custodian for any assets other than cash held in your HSA. Investment recordkeeping, custody and administrative services for your HSA are provided by HealthCare Bank, a Division of Bell Bank.

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    • [PDF File]FIDELITY INVESTMENTS (R) MUTUAL FUNDS PERFORMANCE …

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      Variable Investment Option Performance Update Brighthouse Life Insurance Company Asset Class Variable Funding Options Style One Month YTD 1 Year 3 Year* 5 Year* 10 Year or Since Portfolio Inception* Portfolio Inception Date Domestic Equity (Large Cap) American Funds® Growth Fund - Class 2 Growth 3.10% 29.08% 29.08% 17.19% 12.91% 12.51%02/08/1984

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    • [PDF File]Investment Option Summary - Principal

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      plan, select "Investment Choices & Research," and then pick investment option). Fund ID Name 3 Month YTD 1 Year 3 Year 5 Year 10 Year Life of Fund Fund Inception Short-Term Trading Fee (%/ Days) Expense Ratio Cumulative Total Returns % Average Annual Total Returns % TARGET DATE

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    • [PDF File]INVESTMENT PLAN - PA529

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      Investment Option Summary As of 03/31/2017 05.19.2017 130948 Investment Option Summary - Page 3 of 7 Asset Class: Large U.S. Equity This asset class is generally composed of investment options that invest in stocks, or shares of ownership in large, well-established, U.S. companies.

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    • [PDF File]Investment Option Review - Federal Retirement Thrift ...

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      Smart Track II - 5 Year Variable Annuity Non-Standardized Investment Performance as of 12/31/2019 Jan-17-2020 900512-01- Investment Options at a Glance Page 1 of 16. Returns as of Month Ending 12/31/2019 Returns as of Quarter Ending 12/31/2019 Calendar Year Returns INVESTMENT OPTION

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    • [PDF File]Protected Investment Benefit Overview

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      investment options' objectives and all the risks, charges and expenses associated with the annuity and its investment options. ... 5 Year 10 Year/ Since Inception 3 Month 1 Year 3 Year 5 Year 10 Year/ Since Inception 2019 2018 2017 Asset Allocation Great-West Mod Aggr Profile Fund Inv ... 5 Year Variable Annuity Non-Standardized Investment ...

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    • [PDF File]Smart Track II - 5 Year Variable Annuity Non-Standardized ...

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      3-5 Year Holding Period Fund..... Benchmark 3-5 Year Holding Period Fund Custom Benchmark Investment Information Investment Strategy from the Management Company Pre-Mixed Portfolios are constructed for UTC HSA members by spreading investment assets across pre-selected investment funds according to pre-defined splits. Each

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