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Underlying Fund Documents

Fund Name Commentaries Summary Prospectus Prospectus SAI Annual Report Semi Annual Report Quarterly Holdings 1 Quarterly Holdings 3
Allspring Growth
NA
Allspring Large Cap Core
NA
Allspring Opportunity
NA
Allspring Small Company Value
NA
American Century Diversified Bond
NA
American Century Equity Income
NA
American Century Heritage
NA
American Century International Growth
NA
American Century Select
NA
American Century Strategic Allocation: Aggressive
NA
American Century Strategic Allocation: Conservative
NA
American Century Strategic Allocation: Moderate
NA
American Century Ultra®
NA
AMG River Road Mid Cap Value
NA
Baron Asset
NA
BlackRock® Advantage Small Cap Growth
NA
BlackRock® Equity Dividend
NA
BlackRock® Global Allocation
NA
BlackRock® International Dividend
NA
BNY Mellon Appreciation
NA
BNY Mellon Dynamic Value
NA
BNY Mellon Opportunistic Midcap Value
NA
Calamos® Growth and Income
NA
Calamos® High Income Opportunities
NA
ClearBridge Small Cap Growth
NA
Delaware Ivy Asset Strategy
NA
Federated Hermes Corporate Bond
NA
Fidelity® Advisor Dividend Growth
NA
Fidelity® Advisor International Capital Appreciation
NA
Fidelity® Advisor Leveraged Company Stock
NA
Fidelity® Advisor New Insights
NA
Fidelity® Advisor Real Estate
NA
Fidelity® Advisor Stock Selector Mid Cap
NA
Fidelity® Advisor Value Strategies
NA
Goldman Sachs Emerging Markets Equity
NA
Goldman Sachs Government Income
NA
Guggenheim Alpha Opportunity
NA
Guggenheim Core Bond
NA
Guggenheim Floating Rate Strategies
NA
Guggenheim High Yield
NA
Guggenheim Large Cap Value
NA
Guggenheim Long Short Equity
NA
Guggenheim Macro Opportunities
NA
Guggenheim Managed Futures Strategy
NA
Guggenheim Multi-Hedge Strategies
NA
Guggenheim Small Cap Value
NA
Guggenheim SMid Cap Value
NA
Guggenheim StylePlus Large Core
NA
Guggenheim StylePlus Mid Growth
NA
Guggenheim Total Return Bond
NA
Guggenheim World Equity Income
NA
Invesco American Franchise
NA
Invesco Comstock
NA
Invesco Developing Markets
NA
Invesco Discovery
NA
Invesco Discovery Mid Cap Growth
NA
Invesco Energy
NA
Invesco Equity and Income
NA
Invesco EQV Emerging Markets All Cap
NA
Invesco Global
NA
Invesco Gold & Special Minerals
NA
Invesco Main Street Mid Cap
NA
Invesco Small Cap Growth
NA
Invesco Technology
NA
Invesco V.I. Government Money Market
NA
NA
NA
Invesco Value Opportunities
NA
Janus Henderson Mid Cap Value
NA
Janus Henderson Overseas
NA
Neuberger Berman Large Cap Value
NA
Neuberger Berman Sustainable Equity
NA
North Square Spectrum Alpha
NA
Northern Global Tactical Asset Allocation
NA
Northern Large Cap Core
NA
Northern Large Cap Value
NA
PGIM Jennison Mid-Cap Growth
NA
PGIM Jennison Natural Resources
NA
PGIM Jennison Small Company
NA
PGIM Quant Solutions Small-Cap Value
NA
PIMCO All Asset
NA
PIMCO CommodityRealReturn Strategy
NA
PIMCO Emerging Markets Bond
NA
PIMCO International Bond (U.S. Dollar-Hedged)
NA
PIMCO Low Duration
NA
PIMCO Real Return
NA
PIMCO StocksPLUS® Small Fund
NA
PIMCO Total Return
NA
Pioneer Strategic Income
NA
Royce Small-Cap Value
NA
T. Rowe Price Capital Appreciation
NA
T. Rowe Price Growth Stock
NA
T. Rowe Price Retirement 2010
NA
T. Rowe Price Retirement 2015
NA
T. Rowe Price Retirement 2020
NA
T. Rowe Price Retirement 2025
NA
T. Rowe Price Retirement 2030
NA
T. Rowe Price Retirement 2035
NA
T. Rowe Price Retirement 2040
NA
T. Rowe Price Retirement 2045
NA
T. Rowe Price Retirement 2050
NA
T. Rowe Price Retirement 2055
NA
T. Rowe Price Retirement Balanced
NA
Victory RS Partners
NA
Victory RS Science and Technology
NA
Victory RS Value
NA
Virtus Ceredex Mid Cap Value Equity
NA