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Higher risk & higher returns
High Performance
Investments with highest 3-year average returns
Higher Risk
More volatile investments with greater potential returns
High Yield
Investments which generate the highest amount of income
More safe & affordable
Low Risk
Less volatile investments with lower potential returns
Low Expense
Less expensive investments with fewer operating and management fees
Performance vs peers
High Ratings vs Peers
Investments rated four or five stars by Morningstar™
High Performance vs Peers
Investments with highest 3-year average returns in their category
Low Risk vs Peers
Investments with lowest risk in their category
Asset classes
Equity
Investments mostly comprised of stocks
Fixed Income
Investments mostly comprised of corporate or government bonds
Guaranteed
Annuities that provide a guaranteed fixed return
Money Market
Short-term investments including government-issued securities & CDs
Multi-Asset
Investments comprised of both equities and fixed income
Real Estate
Investments with direct exposure to commercial properties
Product type
Variable Annuities
Designed to provide long-term performance and growth potential
Fixed Annuity
Guaranteed daily growth without the risk of losing money
Mutual Fund
Professionally invested to match the fund's objective
FDIC Insured Products
Bank-related products insured by the federal government
Retirement products
Performance
Rating
Risk
Expense
Asset Class
Performance vs peers
Yield
Daily YTD return
Risk level vs peers
Inception date
Equities style box
Fund Investment Style
Bonds style box
Interest Rate Sensitivity