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About the trustee-directed investment fund
The overriding investment objective of the Annuity Trust is to generate an appropriate level of risk-adjusted return over rolling five-year periods. In order to meet this objective, the Board of Trustees has established a long-term asset allocation which utilizes various asset classes such as bonds, stocks, real estate, etc.
The chart below shows the Annuity Trust’s gross investment returns over various time periods from one year through the entire life of the Annuity Trust (inception). Please note, past investment performance is not a guarantee of future investment performance, which may be higher or lower than past performance.
All investing involves various risks including the possible loss of principal. You can lose money by investing in securities.
Historical investment results are shown for the fund included in your plan. The performance information represents past performance. Past performance is not a guarantee of future performance. Investment return and principal value will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost.
The Boilermakers National Annuity Trust Fund is not a registered investment product but an account created specifically for the Plan. This account is not required to file a prospectus or registration statement with the SEC and accordingly neither is available. The Fund is managed by the Trustees of the Boilermakers National Annuity Trust.
Frequent exchanging between plan investment options may harm long‐term investors. Your plan or the plan's investment funds may have provisions to deter exchanges that may be abusive. These policies may require us to modify, restrict or suspend purchase or exchange privileges and/or impose redemption fees.
Amounts withdrawn are subject to income taxes and plan restrictions. Neither Prudential Financial nor any of its affiliates provide tax or legal advice for which you should consult your qualified professional.
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