Investment in the Funds involves a certain amount of risk and is suitable only for individuals who fully understand and are capable of bearing the risks of an investment in the Funds. To review important information regarding the risks of investing, visit the Risks of Investing page.

Target Date Funds

State Street Target Retirement Series

Core Investment Funds — Managed Funds (active management):

Short-Term Investments:
Short Term Investment Fund-Cash
Short Term Investment Fund

Bonds:
Bond Fund

Diversified Real Return:
Diversified Real Return Fund

Balanced:
Socially Responsible Fund

Stocks:
Large Cap Fund
Mid Cap Fund
International Fund
Small Cap Fund

Core Investment Funds — Index Funds (passive management):

Bonds:
Bond Index Fund

Stocks:
Large Cap Index Fund
Mid Cap Index Fund
International Index Fund
Small Cap Index Fund
Determine the best investment options for you.

Interested in a larger array of investments including mutual funds, individual stocks, bonds and a variety of other options? Check out our Schwab Personal Choice Retirement Account® (PCRA)/Self-Directed Brokerage Option.