Investment Performance Information

Updated 4 days ago by Chandler Julian

You can view the investment performance information for any investment in your plan's investment menu by navigating to the "Investment Research" page in your online account. This page can be found by under the "Investment Tools" menu section - Investment Tools >> Investment Research.

Once you're there, you will see a list of all the investment options that are available in your plan along with their return and expense information. There will also be links to the prospectus information and Morningstar page (if available).

If your plan offers investment allocation portfolios or model portfolios through your plan's investment advisor, they may add their own informational reports for their models in your account as well. These reports can be access via the Model Portfolio Details menu link. This link can be accessed under the "Investment Tools" menu section - Investment Tools >> Model Portfolio Details.


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