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Target Allocation Funds Overview

Target Allocation Funds - In Depth

Investment Manager Summary (PDF)

Important Information (PDF)

Plan Sponsor Participation Agreement (Interactive PDF)

Brochure (PDF)

Performance

Financial Statements

This page currently unused. B. Dickinson 2/4/08

Target Allocation Funds

The Target Allocation Funds are collective investment funds designed to meet the investment needs of retirement plan participants seeking a disciplined, professional approach to the management of their retirement plan assets.

With the Target Allocation Funds, participants have access to AssetMark’s rigorous asset allocation process employing the expertise of two institutional Portfolio Strategists – Wilshire Associates and PanAgora Asset Management.


 

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AssetMark is a Registered Trademark of AssetMark Investment Services, Inc.
Equal Opportunity Employer. © 2008 Fiserv ISS

INVESTMENT PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE