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Fund Performance

Moderate Fund

Overview

Inception Date:November 1, 2007
Assets:$439.3 million*
Short-term Risk: Low to medium
Long-term Risk: Medium
Expense Ratio: 0.99%*

* Reported as of June 30, 2025

Who is this fund for?

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

Unit Values

View the last 30 days of unit value history

Documents & Publications

Fund Fact Sheet

Moderate Fund Fact Sheet