Rebalance account balances to match contributions

Some investment options may grow or change faster than others, and over time, that change may cause this account to differ from the asset mix you originally selected.

If you change your new contributions allocation before your rebalance request is processed, the new investment mix will be used instead of the investment elections shown below.

Total amount

Your desired amount must equal 100%.

0%

100% remaining

This is your desired mix which will update as you add values in the table to the left

This is your current investment mix

Investor Profile Quiz Results

Moderate - Taken 10/05/2017

Clear all Set to new contributions allocation

	Inv manager or sub-advisor Investment option	New contributions allocation	Current allocation	Rebalance allocation
Short-Term Fixed Income	Principal Global Investors Liquid Assets Separate Account-R6 Performance Snapshot	5%	1.53%	% Est. Value: –
Fixed Income	Mellon Investments Corp. Bond Market Index Separate Account-R6 Performance Snapshot	10%	5.4%	% Est. Value: –
Fixed Income	Principal Global Investors Core Plus Bond Separate Account-R6 Performance Snapshot	25%	37.91%	% Est. Value: –
Fixed Income	Principal Real Estate Inv U.S. Property Separate Account-R6 Performance Snapshot	10%	13.19%	% Est. Value: –
Large U.S. Equity	Principal Global Investors LargeCap S&P 500 Index Separate Account-R6 Performance Snapshot	15%	19.96%	% Est. Value: –
Small/Mid U.S. Equity	Principal Global Investors MidCap Separate Account-R6 Performance Snapshot	10%	4.39%	% Est. Value: –
Small/Mid U.S. Equity	Principal Global Investors SmallCap S&P 600 Index Separate Account-R6 Performance Snapshot	5%	7.71%	% Est. Value: –
Small/Mid U.S. Equity	Principal Global Investors SmallCap Separate Account-R6 Performance Snapshot	10%	6.01%	% Est. Value: –
International Equity	Principal Global Investors Diversified International Separate Account-R6 Performance Snapshot	10%	3.9%	% Est. Value: –
	Total	$113,518,093.20		Add Investments

	Inv manager or sub-advisor Investment option	Share Price/ Unit Value	Year To Date	Since Inception	1 Month	3 Month	1 Year	3 Year	5 Year	10 Year
Short-Term Fixed Income	Principal Global Investors Liquid Assets Separate Account	52.3754667	0.19%	4.31%	0.09%	0.31%	1.65%	1.32%	0.75%	0.27%

Inv manager or
sub-advisor
Investment
option

Share Price/
Unit Value

Year To
Date

Since
Inception

1
Month

3
Month

1 Year

3 Year

5 Year

10
Year

Principal Global
Investors

Liquid Assets
Separate
Account

52.3754667

0.19%

4.31%

0.09%

0.31%

1.65%

1.32%

0.75%

0.27%

	Inv manager or Sub-Advisor Investment Option	Share Price/Unit Value	1 Year	5 Year	10 Year
Large U.S. Equity	Equity Income Separate Account	32.8963713	3.09%	7.11%	10.97%
Large U.S. Equity	LargeCap Growth 1 Separate Account	36.7025745	13.12%	13.15%	15.09%
Small/Mid U.S. Equity	SmallCap Separate Account	162.0416052	-3.73%	5.01%	11.12%
International Equity	Diversified International Separate Account	79.7600397	3.66%	2.47%	5.73%
Fixed Income	General Investment Account		-999.99%	-999.99%	-999.99%
Fixed Income	JP Morgan Core Plus Bond A Fund	8.7200000	10.74%	3.56%	4.63%
Fixed Income	Core Plus Bond Separate Account	1439.7280282	11.34%	3.58%	4.69%
Fixed Income	PIMCO Real Return A Fund	11.4400000	9.60%	2.16%	3.19%
Other	MFS Utilities A Fund	21.1200000	11.14%	5.53%	9.78%
Other	PGIM Jennison Natural Resources A Fund	21.1500000	-17.45%	-7.53%	-4.56%
Other	Franklin Gold and Precious Metals A Fund	16.6900000	17.98%	3.58%	-4.90%

Please see important disclosure on the Investment Performance page.

Back Review changes

The balances are based on account values as of 03/17/2025, and represent only an estimate of the amount that will actually transfer to each investment option that you select. The final transfer amount will not be determined until the market close date in which the transfer is to be effective, and may be more or less than the amount requested. The transfer amount will not include any contributions that have not yet posted.

Low risk / Return

High risk / Return

Low risk / Return

Short-Term Fixed Income

Fixed Income

Balanced / Asset Allocation

Large U.S. Equity

Small / Mid U.S. Equity

International Equity

High risk / Return

Note: Investments in the "Other" category are not assessed in the risk spectrum.

View detailed descriptions of all asset classes

Please see important disclosures on the Investment Performance page.