Min Initial Investment

250,000

Min Initial Investment, IRA

--

Min Initial Investment, AIP

--

Min Subsequent Investment

0

Min Subsequent Investment, IRA

--

Min Subsequent Investment, AIP

--

• Mid Atlantic Capital Corp
• JPMorgan
• TD Ameritrade Trust Company
• CommonWealth PPS
• Fifth Third Securities, Inc.
• LPL SAM Eligible - 01.24.2023
• Fidelity Institutional FundsNetwork
• Fidelity Institutional FundsNetwork-NTF
• Raymond James
• Raymond James WRAP Eligible
• CommonWealth Universe
• RBC Wealth Management-Network Eligible
• DailyAccess Corporation RTC
• Fidelity Advisor 401(k) I Shares
• Fidelity Advisor 401(k) ACT Shares
• ADP Access
• Mid Atlantic Capital Group
• Securities America Advisors
• JP MORGAN NO-LOAD NTF
• JP MORGAN NTF
• JP MORGAN NO-LOAD TRANSACTION FEE
• ADP Access Open Fund Architecture
• H Beck Inc.
• Securities America Inc.
• DailyAccess Corporation Matrix
• DailyAccess Corporation MATC
• Fidelity Advisor 401(k) A Shares
• LPL SWM - 01.24.2023
• Fidelity Advisor 401(k) T Shares
• Pershing Retirement Plan Network
• LPL Brokerage Availability - December 2022
• Allowab (non-advisory)
• Mid Atlantic Clearing and Settlement

The fund primarily invests its assets in underlying funds using an asset allocation strategy designed for investors expected to retire around the year 2045. The portfolio managers of the fund allocate assets among the underlying funds according to an asset allocation strategy that becomes increasingly conservative over time. The Portfolio has a target asset allocation of 82% of its assets in underlying funds that invest primarily in equity securities.