Retirement Plan Investment Options
In addition to the applicable mutual fund expense ratio, each plan investment is subject to a 0.25 percent annual asset management fee.
*Vanguard, American and Dodge & Cox funds carry an additional 0.40 percent annual asset management fee.
**A market value adjustment may apply if money is moved out of the Fixed Account.
View performance data on these funds
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Investors should carefully consider a fund's investment goals, risks, charges, and expenses before investing.
To obtain a prospectus, which contains this and other information about the fund, please contact your investment
representative or call 714/258-4000 or 800/462-8328. Please read and consider the prospectus carefully before
investing or sending money.
*Representatives are registered, securities are sold, and investment advisory services are offered through CUNA Brokerage Services, Inc. (CBSI), member
FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value, and are not obligations of or guaranteed by SchoolsFirst FCU. CBSI is under contract with SchoolsFirst FCU, through the financial services program, to make securities available to Members.
CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty states of the United States of America.
