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Fund Performance

PEPP Step 1

Overview

Inception Date:November 1, 2007
Assets:$483.3 million*
Short-term Risk: Medium to high
Long-term Risk: Very low to low
Expense Ratio: 0.82% - 1.16%

* Reported as of June 30, 2025

Who is this fund for?

This fund may be an appropriate investment option for Plan members who are aggressive investors or for younger Plan members who have a longer time horizon for their retirement savings plan. 

Unit Values

View the last 30 days of unit value history

Documents & Publications

Fund Fact Sheet

PEPP Steps Fund Fact Sheet