PIMCO Income R (Class: R) Inception Date: 03/30/2007 Investment Objective: The investment seeks to maximize current income; long-term capital appreciation is a secondary objective. Voya Intermediate Bond R (Class: R) Inception Date: 03/16/2004 Investment Objective: The investment seeks to maximize total return through income and capital appreciation. Government Bonds BlackRock US Government Bond R (Class: R) Inception Date: 07/15/2011 Investment Objective: The investment seeks to maximize total return, consistent with income generation and prudent investment management.
Large-Cap Stocks Large-Cap Value Stocks
MFS Value R2 (Class: R-2) Inception Date: 10/31/2003 Investment Objective: The investment seeks capital appreciation. Large-Cap Blend Stocks
iShares S&P 500 Index A (Class: A) Inception Date: 04/10/2013 Investment Objective: The investment seeks to provide investment results that correspond to the total return performance of publicly-traded common stocks in the aggregate, as represented by the Standard & Poor's 500 Index. Large-Cap Growth Stocks
Janus Henderson Forty R (Class: R) Inception Date: 09/30/2004 Investment Objective: The investment seeks long-term growth of capital.
Small/Mid-Cap Stocks Mid-Cap Value Stocks
Victory Sycamore Established Value R (Class: R) Inception Date: 08/16/1983 Investment Objective: The investment seeks long-term capital growth by investing primarily in common stocks. Mid-Cap Blend Stocks
Nationwide Mid Cap Market Index R (Class: R) Inception Date: 03/09/2007 Investment Objective: The investment seeks to match the performance of the Standard & Poor's MidCap 400 Index as closely as possible before the deduction of fund expenses. Mid-Cap Growth Stocks
Eaton Vance Atlanta Capital SMID-Cap R (Class: R) Inception Date: 08/03/2009 Investment Objective: The investment seeks long-term capital growth.
** See Disclosure Page for more details.
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