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Fund Performance

PEPP Step 11

Overview

Inception Date:November 1, 2007
Assets:$757.4 million*
Short-term Risk: Varies based on Step
Long-term Risk: Varies based on Step
Expense Ratio: 0.82% - 1.16%*

* Reported as of June 30, 2025

Who is this fund for?

This fund may be appropriate for Plan members who prefer a hands-off approach to investing. This fund will automatically move you to a more conservative asset mix as you age. 

Unit Values

View the last 30 days of unit value history

Documents & Publications

Fund Fact Sheet

PEPP Steps Fund Fact Sheet