|Funds List||Performance||Commentary and Insights||Forms||Prospectus||Learning Center|
ClearTrack funds adjust along with your clients.
Target Date funds offer one-step retirement options that make it easy to achieve the right investment balance at every stage of life. The target date is the approximate date when your clients may plan to retire.
Each target date fund is built to meet your clients’ needs. When they're ready to start the next chapter of their life, they want their money to also be ready.
The fund's asset mix allocated to equities will decrease while the percentage allocated to fixed income will increase as the target date approaches. The higher the allocation is to equities, the greater the risk. The principal value of the investment option is never guaranteed, including at and after the target date.
For more information, benefits and risks of each of our funds, explore the links below.
TARGET DATE FUNDS
ClearTrack Retirement Income