​​Investment performance

Investment performance for the IBEW Local Unions Savings & Security Plan

Elite Index Portfolios
To view the current performance and fund allocations for the Elite Index Portfolios, please see the Performance Update.

The performance of the plan funds is gross of plan fees. Expenses ratios are gross fund expense as disclosed in prospectus.

Additional risks are associated with international investing, such as currency fluctuations, political and economic instability and difference in accounting standards.

A stable value fund investment does not constitute a balanced investment program. Although highly rated investments are selected for the fund, the contracts held by the fund are not guaranteed by the U.S. government, or your retirement plan. The fund will seek to invest with a diversified selection of contract issuers. A stable value fund is designed as a low-risk investment but you could still lose money by investing in it. The primary risks of investing in the fund include credit risk, income risk, inflation risk and market risk. The fund is not a mutual fund. It is a separately managed investment fund available only to tax-qualified plans and their eligible participants.