Family Home Care
Choose the Right Strategy
When it comes to investing, it’s good to have options.
Investment Options ActivePlatform
InvestmentChoices
Choose and Manage Your Own
OppenheimerDevelopingMarkets HartfordSmallCapGrowth T.RowePriceMid-CapGrowth T.RowePrice LargeGrowth ColumbiaMidCap Index MFS Instl InternationalEquity PrudentialSmall-Cap Value Victory Sycamore Established Value Vanguard500 IndexAdmiral AmericanBeacon Large Value American FundsAmericanBalanced BlackrockHigh YieldBond LoomisSaylesCorePlusBond VanguardShort-Term Inv-GradeAdmiral American TrustStable Value
HigherRisk
Hands on Approach to Investing
Reward
• Enjoy researching investments, reading prospectuses, and matching individual funds to your goals
LowerRisk
Investment Facts
The following pagesdetail the investments that youmay choose to invest in your retirement program.Whenmaking investment decisions, consider the length of time until retirement,other investments (i.e.mutual funds,CDs, spouse’s retirementplan), andhowmuch risk you arewilling to take.
• Have the time to monitor your portfolio
• Are confident you can build your own portfolio mix, diversify your investments, and use asset allocation effectively
895MainStreet,Dubuque, IA52001 800.548.2994 americantrustretirement.com
View the list of funds available to you.
• Are comfortable making decisions when buying and selling funds, and rebalancing your account during times of market volatility
Select a Portfolio
Actively Managed for You
• Don’t have the time to manage your investments
• Prefer investment professionals to allocate your funds, but you can still monitor your account and make changes to your risk level when needed
• Comfortable in choosing a portfolio that best fits your risk level and time horizon
Determine which portfolio is best for you.
• Prefer all research, trades, balancing, and all transational activities be made for you
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