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    • [DOCX File]Investment Policy Statement

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      Investment Objectives:. Considering the varied attitudes, goals, expectations, investment time horizons, and risk tolerance levels of the Plan’s participants, the Plan will offer a broad array of investment …

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      Name of Fund Ticker Symbol Allocation by Fund Allocation by Fund Allocation by Fund Balanced Growth Aggressive AllianceBernstein Discovery Value 1 ABSIX 4% 7% 10% American Funds EuroPacific …

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    • [DOC File]Not All Index ETFs Are

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      American Funds often has provided cautionary materials for securities brokers to hand clients. In 1998, one brochure raised the question, "Are investor expectations too high?" The brochure suggested customers' portfolios include funds …

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    • [DOCX File]DRAFT LETTER FOR PARTICIPANTS TO BE MAILED BY …

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      Mutual Funds are sold by prospectus, which is available from your registered representative. Mutual fund companies assess certain fees and expenses. MetLife and/or its affiliates receive fees from the mutual …

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    • [DOC File]Microsoft Word - 2019.04.01 Participant Investment Change ...

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      American Funds American Balanced R6. RGVGX. American Funds US Government Sec R6. QLSGX. Federated MDT Small Cap Growth R6. OANMX. Oakmark Institutional. MVCKX. MFS Mid Cap Value …

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    • [DOCX File]montanaveba.org

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      Fund Objectives. Federated Government Obligations. Fund (GOFXX): Seeks current income consistent with stability of principal by investing in a portfolio of U.S, Treasury and government securities …

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