FutureStep Securities Universe

This is a collection of individual funds that savers can use to build their own allocation in their retirement account. Savers can access more information about each fund, including the fund's prospectus, by clicking the fund's ticker in their portal. You must select funds from this list for your FutureStep plan.

 

** The Gross Expense Ratio does not include fee waivers or expense reimbursements which result in lower actual cost to the investor. The Net Expense Ratio represents the effect of a fee waiver and/or expense reimbursement and is subject to change.