REVIEW YOUR CHOICES
After considering the different asset classes and how they’ll make up your overall holdings, based on your investing style, your next step is to review the investment options available to you.
You'll find your investment options in the Investment Choices section under each plan. As you look at each investment, you should also consider:
- Fact sheets and offering documents
These documents provide important information to you about the investment manager’s strategy for the investment, the investment’s longevity and performance, independent rating, and other useful information.
- The prospectus
This formal legal document is filed with the government by the offering agent and provides information needed by an investor to make an informed investment decision. Importantly, the prospectus details the risks involved in the investment.
- The Plan Performance Card (PPC)
The Plan Performance Card provides a summary list of the investments in the plan by asset class and each investment’s recent performance.