Fund Performance

Balanced Fund

Overview

Inception Date:October 1, 1977
Assets:$3,598.8 million*
Short-term Risk: Low to medium
Long-term Risk: Low to medium
Expense Ratio: 1.04%*

* Reported as of June 30, 2024

Who is this fund for?

This fund may be appropriate for Plan members who are balanced to aggressive investors or for Plan members who have a medium time horizon for their retirement savings plan.

Unit Values

View the last 30 days of unit value history

Documents & Publications

Fund Fact Sheet

Balanced Fund Fact Sheet