Retirement Funds in the Investment Choice Plan
Participants in an Investment Choice Plan have the option of investing their account in a wide variety of funds, which are grouped into several categories:
- Balanced Funds
- Income Funds
- International Funds
- Large Cap Stock Funds
- Mid Cap Stock Funds
- Small Cap Stock Funds
- Target Dated Funds
Read more detailed information on all types of funds in Reviewing Your Investment Choices (pdf). Prices and earnings of the funds are given daily. Mutual fund prospectuses are also available for review.
You may also want to review one, three and five year returns for the available funds on the Investment Choice Fund Returns sheet (pdf) for the period ended March 31, 2008. Information about fund holdings is available on the Funds Overview (pdf).
Funds in the Classic Plan
Monies in the NADART Classic plan are invested in one of two funds depending on contribution type:
You may also want to review the latest quarter's Market Review (pdf) for detailed information on the funds.