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Investment Overview

Investment Overview. Standard Funds. The Standard Funds have been structured to provide investors with differing risk preferences and time horizons an array of options in order to meet individual investment objectives. The Standard Funds: Money Market Fund – Lowest risk option; high liquidity

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Investment Overview

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  1. Investment Overview

  2. Standard Funds • The Standard Funds have been structured to provide investors with differing risk preferences and time horizons an array of options in order to meet individual investment objectives. • The Standard Funds: • Money Market Fund – Lowest risk option; high liquidity • Fixed Income Fund – Low to moderate risk option; income-oriented • Balanced Funds – Moderate risk option • Conservative – some growth, mostly income • Moderate – growth and income • Aggressive – mostly growth, some income • Equity Fund – High risk option

  3. Preference Funds • The Preference Funds allow investors the flexibility to tailor their investment programs. • The Preference Funds are diversified within to maximize return and minimize risk. • The Preference Funds:

  4. Standard Funds’ Target Asset Class Weights • The Standard Funds are diversified within in order to maximize return and minimize risk. • For example, the Equity Fund contains large cap and small cap stocks, value and growth stocks, domestic and international stocks, passive and active managers. • The Standard Funds are structured and monitored on an on-going basis using state of the art tools.

  5. Standard Funds’ Expected Risk and Return Profile (in percents) Investment Suggested Standard FundTime Horizon Money Market < 5yrs. Fixed 5 – 10 yrs. Balanced 7 – 15+ yrs. Equity 15+ yrs.

  6. Standard Funds’ Expected Risk and Return Profile (in dollars) Investment Suggested Standard FundTime Horizon Money Market < 5yrs. Fixed 5 – 10 yrs. Balanced 7 – 15+ yrs. Equity 15+ yrs.

  7. Performance – Standard Funds* * Simulated historical results based upon current investment structure and managers.

  8. Performance – Standard Funds* • Each Standard Fund is structured to provide minimal excess volatility versus the appropriate benchmark. • Diversification within funds should provide some downside protection. * Simulated historical results based upon current investment structure and managers.

  9. Performance – Preference Funds* * Simulated historical results based upon current investment structure and managers.

  10. Performance – Preference Funds* • Each Preference Fund is structured to provide minimal excess volatility versus the appropriate benchmark. • Diversification within funds should provide some downside protection. * Simulated historical results based upon current investment structure and managers.

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