Investment information

Making the right investment decisions

Whether you want some help making investment decisions, or you are a do-it-yourself investor, we give you options that can potentially be the right investments for you. You can find details that can help you understand your approach, as well as specific information about the funds available, using the Guide to Investment Options.

View our quarterly Investment Performance Report (IPR) and our Fund Prospectuses. In addition, you can learn How to Read Your Statement.

You can also research funds that are not publicly traded or are not available to research elsewhere by using our Net Asset Value chart.

Market risk

Investing involves market risk, including the possible loss of the money you invest.

View fund performance

Investment selection options

Help me do it

Select an investment option that aligns with your investing personality (conservative, moderate, aggressive) or the year closest to when you hope to retire. Consider asset allocation funds or target date funds.

Target date funds are a type of asset allocation fund that is rebalanced over time to become more conservative as retirement approaches.

Target date funds invest in a wide variety of underlying funds to help reduce investment risk. So, in addition to the expenses of the target date funds, you pay a proportionate share of the expenses of the underlying funds. Target date funds are designed for people who plan to withdraw funds during or near a specific year. Like other funds, target date funds are subject to market risk and loss. Loss of principal can occur at any time, including before, at or after the target date. There is no guarantee that target date funds will provide enough income for retirement.

Do it myself

Build your own portfolio by understanding your risk tolerance and your plan’s investment options & performance.

Go to My Investment Planner

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Target Maturity Funds are designed to provide diversification and asset allocation across several types of investments and asset classes, primarily by investing in underlying funds. Therefore, in addition to the expenses of the Target Maturity Funds, an investor is indirectly paying a proportionate share of the applicable fees and expenses of the underlying funds.

Target Maturity Funds are designed for people who plan to withdrawal funds during or near a specific year. These funds use a strategy that reallocates equity exposure to a higher percentage of fixed investments over time. Like other funds, target date funds are subject to market risk and loss. Loss of principal can occur at any time, including before, at or after the target date. There is no guarantee that target date funds will provide enough income for retirement.