Retirement

Comparison of Specialty Funds

Specialty funds invest primarily in the securities of a particular industry, sector, type of security or geographic region.

Our Specialty Fund Offerings T. Rowe Price New Era PIMCO All Asset Fund (Instl) Pioneer Bond Fund Class K
Fund Expenses 0.67% 0.87% 0.47%
Category Average Expense 1.41% 1.36% 0.78%
Morningstar risk rating Average Average Average
Morningstar return rating Average High High
Strategy & objectives Long-term capital growth. Maximum real return, consistent with preservation of real capital and prudent investment management. Provide current income from an investment grade portfolio with due regard to preservation of capital and prudent investment risk.
Prospectus Prospectus Prospectus Prospectus
Fact sheet Fact Sheet Fact Sheet Fact Sheet

Keep in mind that mutual fund investments are not guaranteed and may gain or lose value. Past performance is no guarantee for future results. Future performance may be lower or higher than past performance.

Before investing in any mutual fund, download a prospectus below or call WEA Member Benefits at 1-800-279-4030 to request a prospectus. We advise you to read it carefully and consider the fund's investment objectives, risks and charges and expenses carefully before investing. The prospectus contains this and other information about the investment company.

Redemption fees may apply.