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    • American Century Strategic Allocation: Conservative Fund C Class AACCX Growth of a Hypothetical $10,000 Investment as of 07/31/2024 This fund has multiple managers, view AACCX quote page for …

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    • The fund's risk level is relative only to American Century Strategic Allocation: Conservative and American Century Strategic Allocation: Aggressive and does not represent comparison with any …

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    • American Century Strategic Allocation: Conservative Moderately Conservative Allocation ★★★★ ★★★ ★★★★ ★★★★ 441 409 297 T. Rowe Price Capital Appreciation Moderate …

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    • American Century Strategic Allocation: Conservative A riSk meaSureS - 3 year top ten hoLdinGS aSSet aLLocation top induStrieS2 as of 03/31/24 Fixed Income 49.49 Equity 41.90 Cash 6.79 Other …

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    • American Century Strategic Allocation: Conservative Fund (Class R6) AS OF 2024-06-30 INVESTMENT STRATEGY: The investment seeks the highest level of total return consistent with its asset …

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    • The fund's risk level is relative only to American Century Strategic Allocation: Conservative and American Century Strategic Allocation: Aggressive and does not represent comparison with any …

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    • Step 6 – Investment Instructions (continued) Allocation Election 2: Target Portfolio by Mesirow Financial (Required to select ONLY ONE model from the list below) This is not a managed account. …

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    • American Century Strategic Allocation: Conservative Fund (Class R5) AS OF 2021-09-30 INVESTMENT STRATEGY: The investment seeks the highest level of total return consistent with its asset …

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    • Choosing a Purchase Option Options Features Additional Information Option 3 • No sales charges when you buy or sell shares • Deferred sales charge of 1.00% applies when you sell shares you …

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    • American Century Strategic Allocation: Conservative Fund (Class R6) AS OF 2024-03-31 INVESTMENT STRATEGY: The investment seeks the highest level of total return consistent with its asset …

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    • American Century Strategic Allocation: Conservative | A ACCAX Moderately Conservative Allocation T. Rowe Price Retirement Balanced | R RRTIX Moderately Conservative …

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    • Strategic Allocation: Aggressive QUARTERLY FACT SHEET 12.31.2023 Portfolio Characteristics Fund Equity Holdings 637 Wtd Avg Market Cap $68.2B Price/Earnings Ratio 21.10x …

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    • American Century Strategic Allocation: Moderate Fund (Class R6) AS OF 2024-03-31 INVESTMENT STRATEGY: The investment seeks the highest level of total return consistent with its asset …

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    • American Century Strategic Allocation: Conservative ACCAX % American Century Strategic Allocation: Moderate ACOAX % American Century Ultra® TWUAX % American Funds® American Balanced …

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    • The fund's risk level is relative only to American Century Strategic Allocation: Moderate and American Century Strategic Allocation: Conservative and does not represent comparison with any other …

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    • American Century Strategic Allocation: Conservative Inv Lipper LeaderS overaLL-2% 0% 2% 4% 6% 8% American Century 10% Strategic Allocation: Conservative Inv DJ Target 2035 Index …

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    • % American Century Strategic Allocation: Conservative % American Century Strategic Allocation: Moderate % American Century Ultra® % AMG Managers Fairpointe Mid Cap ® % …

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    • Vanguard Long-Term Investment-Grade Fund % American Century Strategic Allocation: Conservative Fund % Vanguard 500 Index Admiral Fund % American Century Strategic Allocation: …

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    • Account Change Form Email, fax or mail completed form to third-party administrator Montana VEBA HRA Third-Party Administrator (TPA) Rehn & Associates | PO Box 5433 | Spokane, …

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