Scott County USD 466 Benefits Guide 2025

INVESTMENT ELECTION:

I authorize all contributions to be invested as follows

TICKER SYMBOL

INVESTMENT NAME

INVEST FOLLOWING PERCENTAGE PER FUND

ESSDACK 80/20 Growth Index Model ESSDACK Conservative Model ESSDACK Balanced Model ESSDACK Moderate Growth Model

% % % % % % % % % % % % % % % % % % % % % % % % % % % % % % % % % % % % % % % % % %

ESSDACK Growth Model

ESSDACK Aggressive Growth Model American Century Emerging Markets

AEDMX ARDTX ARWDX ARCUX ARLDX ARDUX ARDOX ARFEX RAFEX RIREX ARE U X AR GD X AR HS X DODGX BGHSX

American Century One Choice I n Retirement Portfolio American Century One Choice 2025 Portfolio American Century One Choice 2030 Portfolio American Century One Choice 2035 Portfolio American Century One Choice 2040 Portfolio American Century One Choice 2045 Portfolio American Century One Choice 2050 Portfolio American Century One Choice 205 5 Portfolio American Century One Choice 20 6 0 Portfolio American Century One Choice 20 6 5 Portfolio

American Funds AMCAP

American Funds Capital Income Builder BrandywineGLOBAL High Yield IS

Dodge & Cox Stock

Fidelity 500 Index Fund Fidelity International Index Fidelity Mid Cap Index Fidelity Low-Priced Stock

FXAIX FSPSX F L K SX

PSYGX PHLAX JAMRX ISTFX JBALX FSMDX FMIJX TEDIX FRDRX HSDTX OTCKX ROFIX TRREX TRVLX VUSXX VBILX VSGAX

FMI International

Franklin Mutual Global Discovery Fund

Franklin Rising Dividends Hartford Short Duration Invesco Short Term Bond

Janus Balanced

Janus Research Fund

Putnam Small Cap Growth Y Jennison Health Sciences

MFS Mid Cap Growth

Royce Opportunity Institutional T. Rowe Price Real Estate Fund

T. Rowe Price Value Fund

Vanguard Treasury Money Market Vanguard Intermediate Term Bond Index Vanguard Small Cap Growth Index

TOTAL:

**If you make no investment elections, you will be defaulted into an American Century One Choice fund based on your estimated retirement date.**

Made with FlippingBook Digital Publishing Software