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Investment Research Instructions
Use this Investment Research tool to help identify investment options you would like to include in your retirement portfolio. Use the investment screener below to create a subset of the investment options available to you that meet the criteria you select. Select investment options to save as a watch list to monitor over time.
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Investment Options Screener

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Investment Options Screener Results

3Current Contributions (currently allocating to) 2 Current Account Balance (currently invested in)

Available Investment Options

Watch ListInvestment OptionAsset Class(sortable)    Gross/Net
Ratio1(sortable)
YTD(sortable)1yr(sortable)3yr(sortable)5yr(sortable)10yr/
incep2(sortable)
Ticker(sortable)Overall Rating(sortable)

Login To Save Watchlist


Watch list items may only be saved once you have successfully logged in to your account. If you do not have an IRA account you may create one by clicking on the link below. After logging in to your IRA account, go to the Investment Research menu under the Investments tile to see your watch list.



Return information as of the most recent month-end. The Overall Morningstar Rating information is provided as of the most recent quarter-end. Although data is gathered from reliable sources, including but not limited to Morningstar, Inc., the completeness or accuracy of the data shown cannot be guaranteed. Where data obtained from Morningstar, ©2016 Morningstar, Inc. All Rights Reserved. The data: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.



1The net expense ratio is less applicable fee waivers or expense reimbursements the investment adviser and/or administrator may have agreed upon, either voluntary or by contractual agreement, while the gross expense ratio is not. Fee waivers and reimbursements may be modified or terminated at any time. Additional information can be found in the Fund's prospectus and/or other disclosure documents regarding effective dates and/or if waivers or reimbursements are voluntary or by contractual agreement. Absent waivers or reimbursements, the performance would have been lower. Where the gross and net expense ratios are the same, no fee waivers or expense reimbursements are in effect for the fund and the expense ratios reflect the operating expenses of the fund without reduction.

2The 10 yr/incep column represents the return of the investment option for the period that is the lesser of the inception of the investment option or the prior ten years. For details about the investment's inception, click (tap) on the fund name and review the information in the Investment Overview document.

Current performance may be lower or higher than performance data shown. Performance data quoted represents past performance and is not a guarantee or prediction of future results. The performance information does not reflect any charges, expenses or fees that may be associated with your account. If such fees or expenses were included, returns would be lower. When redeemed, shares/units may be worth more or less than their original cost. For performance data current to the most recent month-end, including fees and expenses, please click here.

Investment decisions should not be made on performance information alone. Investors should carefully consider other factors as well such as risk, fund expenses, fund management and more. For important information about the available investment options click here.

The overall Morningstar Rating™ for a fund is derived from a weighted average of the performance figures associated with its three-, five-, and ten-year (if applicable) Morningstar Rating metrics.

For each mutual fund with at least a three-year history, Morningstar calculates a Morningstar Rating based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a funds monthly performance (including the effects of sales charges, loads and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star. (Each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages.)

The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.