Investment Fund Overview
You can invest your HRA assets among any of the available investment funds, and you can change your investment allocation(s) as often as once per calendar month. The Investment Fund Overview contains historical performance data for each of the available investment funds. The Investment Fund Overview is updated quarterly.
The fact sheet for each fund contains more detailed performance and other information. Generally, fact sheets are updated quarterly. Click a fund link below to open its fact sheet.
Prospectuses are available at each fund’s respective web page. Click a fund link below to open its prospectus.
You can change your investment allocation up to once per calendar month. You should consult with your personal financial advisor before making investment decisions.
Over time, some of your investment fund selections may grow more quickly than others; some may even lose value. This may cause your portfolio to become out of alignment with your original allocation percentages. Rebalancing periodically redistributes your entire account balance according to your most recent investment allocation on file. Rebalancing aids in maintaining the level of risk you are willing to take and helps you achieve the goals and objectives of your asset allocation strategy.
Rebalancing at the end of each calendar quarter or calendar year is optional. To manage your rebalance setting, log in and click Investments.