ISSA

Investment Options

Investment Platform

1. Active Platform • Primarily uses active mutual fund options • More investment return potential with more investment risk potential • Average expense ratio of 0.49% as of 1.1.2018

2. Index Platform • Primarily uses index fund options

• Returns are generally closer to the category average • Average expense ratio of 0.09% as of 1.1.2018

Fund Line-up Funds in 15 assets categories:

• Large Growth • Large Blend • LargeValue • Mid-Cap Growth • Mid-Cap Blend

• Mid CapValue • Small Growth

• Balanced Fund • Short-Interm Bond • Interm-LongTerm Bond • High Yield Bond • StableValue

• Small Value • International • Emerging Markets

Click here to see the available funds and expense ratios.

Portfolio Managers

20

40

60

80

97

View the selection of portfolio managers.

Click here for more information on Investments.

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