Report Cards give plan participants an easy-to-use resource to analyze the top selling products offered by each Core Provider. The Report Card is broken into three separate attachments. The first, titled “Product Offering Report Card” explains the different types of products offered by each Core Provider. The second, “Fees and Expenses Report Card” lists the various fees and expenses charged on the different products. The third, “Performance Report Card” lists the one, three, five and ten-year return and yield of each product, as well as a comparison to the benchmark. Providers are asked to list their two top-selling offerings in each product category. The information in the Report Card has been obtained from each Provider. A new report card is posted at the end of each quarter. Product descriptions, along with a product comparison and provider comparison are available.
Quarter Ending September 30 , 2022
Report Card Summary
Product Offering Report Card
Fees and Expenses Report Card
Performance Report Card
Quarter Ending June 30 , 2022
Report Card Summary
Product Offering Report Card
Fees and Expenses Report Card
Performance Report Card
Quarter Ending March 31, 2022
Report Card Summary
Product Offering Report Card
Fees and Expenses Report Card
Performance Report Card
Quarter Ending December 31, 2021
Report Card Summary
Product Offering Report Card
Fees and Expenses Report Card
Performance Report Card
Quarter Ending September 30, 2021
Report Card Summary
Product Offering Report Card
Fees and Expenses Report Card
Performance Report Card
Quarter Ending June 30, 2021
Report Card Summary
Product Offering Report Card
Fees and Expenses Report Card
Performance Report Card
Quarter Ending March 31, 2021
Report Card Summary
Product Offering Report Card
Fees and Expenses Report Card
Performance Report Card
Quarter Ending December 31, 2020
Report Card Summary
Product Offering Report Card
Fees and Expenses Report Card
Performance Report Card
Quarter Ending September 30, 2020
Report Card Summary
Product Offering Report Card
Fees and Expenses Report Card
Performance Report Card
Quarter Ending June 30, 2020
Report Card Summary
Product Offering Report Card
Fees and Expenses Report Card
Performance Report Card
Quarter Ending March 31, 2020
Report Card Summary
Product Offering Report Card
Fees and Expenses Report Card
Performance Report Card
Quarter Ending December 31, 2019
Report Card Summary
Product Offering Report Card
Fees and Expenses Report Card
Performance Report Card
Quarter Ending September 30, 2019
Report Card Summary
Product Offering Report Card
Fees and Expenses Report Card
Performance Report Card
Quarter Ending June 30, 2019
Report Card Summary
Product Offering Report Card
Fees and Expenses Report Card
Performance Report Card
Quarter Ending March 31, 2019
Report Card Summary
Product Offering Report Card
Fees and Expenses Report Card
Performance Report Card
Quarter Ending December 31, 2018
Report Card Summary
Product Offering Report Card
Fees and Expenses Report Card
Performance Report Card
Quarter Ending September 30, 2018
Report Card Summary
Product Offering Report Card
Fees and Expenses Report Card
Performance Report Card
Quarter Ending June 30, 2018
Report Card Summary
Product Offering Report Card
Fees and Expenses Report Card
Performance Report Card
Quarter Ending March 31, 2018
Report Card Summary
Product Offering Report Card
Fees and Expenses Report Card
Performance Report Card
Quarter Ending December 31, 2017
Report Card Summary
Product Offering Report Card
Fees and Expenses Report Card
Performance Report Card
Quarter Ending June 30, 2017
Report Card Summary
Product Offering Report Card
Fees and Expenses Report Card
Performance Report Card
Quarter Ending March 31, 2017
Report Card Summary
Product Offering Report Card
Fees and Expenses Report Card
Performance Report Card
Quarter Ending December 31, 2016
Product Offering Report Card
Fees and Expenses Report Card
Performance Report Card
Quarter Ending September 30, 2016
Product Offering Report Card
Fees and Expenses Report Card
Performance Report Card
Quarter Ending June 30, 2016
Product Offering Report Card
Fees and Expenses Report Card
Performance Report Card
Quarter Ending March 31, 2016
Product Offering Report Card
Fees and Expenses Report Card
Performance Report Card
Quarter Ending December 31, 2015
Product Offering Report Card
Fees and Expenses Report Card
Performance Report Card
Quarter Ending September 30, 2015
Product Offering Report Card
Fees and Expenses Report Card
Performance Report Card
Quarter Ending June 30, 2015
Product Offering Report Card
Fees and Expenses Report Card
Performance Report Card
Quarter Ending March 31, 2015
Product Offering Report Card
Fees and Expenses Report Card
Performance Report Card
Quarter Ending December 31, 2014
Product Offering Report Card
Fees and Expenses Report Card
Performance Report Card
Quarter Ending September 30, 2014
Product Offering Report Card
Fees and Expenses Report Card
Performance Report Card
Quarter Ending June 30, 2014
Product Offering Report Card
Fees and Expenses Report Card
Performance Report Card
Quarter Ending March 31, 2014
Product Offering Report Card
Fees and Expenses Report Card
Performance Report Card
Quarter Ending December 31, 2013
Product Offering Report Card
Fees and Expenses Report Card
Performance Report Card
Quarter Ending September 30, 2013
Product Offering Report Card
Fees and Expenses Report Card
Performance Report Card
DISCLAIMER: Investment performance is not guaranteed. Past performance may not be a good predictor of future performance. Investment values will and may be worth more or less than the original amount invested at any point in time. All data should be used as a hypothetical representation of these comparisons. These portfolios may assume equal weightings and have not been audited by a third party and should not be relied upon to make an investment decision but used to get a general understanding of how the portfolios have performed. These returns should only be used to hypothetically compare results.