Prices & Performance

Daily Monthly Quarterly
Monthly Static
Static as of March 31, 2024APYYTD Returns at NAV as of 3/31/2024Average Annual Total Returnsas of 3/31/2024Expense RatioFootnote 1Inception Date
1 Yr3 Yrs5 Yrs10 YrsSince InceptionFootnote 2
Core Portfolios
Core All Equity Static------0.90%0.19%3/20/24
Core Aggressive Static-6.26%18.69%4.85%--8.44%0.19%11/18/19
Core Growth Static-4.82%15.25%3.55%--6.69%0.18%11/18/19
Core Balanced Static-3.15%11.08%1.83%--4.46%0.18%11/18/19
Core Moderate Static-2.22%8.78%0.89%--3.23%0.18%11/18/19
Core Conservative Static-1.03%5.68%-0.22%--1.71%0.19%11/18/19
Core Bank Savings StaticFootnote 35.53%------0.14%3/20/24
Socially Aware Portfolios
Socially Aware All Equity Static------0.10%0.31%3/20/24
Socially Aware Aggressive Static-5.90%17.54%4.32%--8.28%0.30%11/18/19
Socially Aware Growth Static-4.53%14.31%2.98%--6.47%0.29%11/18/19
Socially Aware Balanced Static-2.98%10.39%1.56%--4.42%0.28%11/18/19
Socially Aware Moderate Static-2.04%8.18%0.68%--3.21%0.27%11/18/19
Socially Aware Conservative Static-1.03%5.58%-0.34%--1.69%0.26%11/18/19

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