Individual Investment Options

The NEST Advisor Plan offers 19 Individual Investment Options from well-respected investment managers: American Funds, DFA, Dodge and Cox, Federated, Goldman Sachs, iShares, MetWest, State Street, T. Rowe Price, Tributary and Vanguard.

A complete description of the strategies and risks for each of these individual investments is outlined in each fund's fact sheet, which can be accessed from the links below, and is in the Program Disclosure Statement.

The Individual Investment Options* allow you to create a savings plan that is either more conservative or more aggressive than the Age-Based or Static Investment Options. Choose between the following 19 Individual Investment Options to find a custom savings combination that matches your savings preference.**

Performance differences for the Individual Investment Options and their underlying funds may result from differences in the timing of purchases and sales and fees charged.

Account owners do not own shares of the underlying investments, but rather own an interest in the Individual Investment Option offered by the NEST Advisor Plan.

For prices and performance of all Individual Investment Options click here.

Domestic Equity

US Real Estate

Vanguard REIT ETF Individual Investment Option

International Equity

State Street MSCI®3 ACWI ex USA Index Individual Investment Option2

Vanguard FTSE Emerging Markets ETF Individual Investment Option

Allocation Fund

American Funds The Income Fund of America®

International Bond

DFA World ex-US Government Fixed Income Individual Investment Option

Fixed Income

Money Market

Goldman Sachs Financial SquareSM Government Money Market Individual Investment Option

 

Ready to get started? Talk to your Financial Advisor today.