Fixed Income Securities Available Online, by Investment Objective
 
  The following table lists the Fixed Income securities that are currently available online according to the investment objectives that can be designated for your account(s). The table is not intended to indicate whether any investment is appropriate for an investor's individual circumstances. You can review or update your investment objective online. To discuss this investment with a Fixed Income specialist, please call 800-544-5372.
 
Investment Objective - Short-Term
Security Type Online Availability
Treasuries All (including zeros) with a maturity of 1 year or less
GSE bonds All (including zeros) with a maturity of 1 year or less
CDs Maturity of 1 year or less
Municipal bonds
Must meet any of the following:
AAA/Aaa rating
Insured
Prerefunded and one of the following:
  Non callable with a maturity of 1 year of less or
  Callable in 1 year or less
 
Investment Objective - Conservative
Security Type Online Availability
Treasuries Maturity of 10 years or less
GSE bonds Maturity of 10 years or less
CDs Maturity of 3 years or less
Municipal bonds Rated at least AA/Aa with a maturity of 10 years or less
Municipal zeros Rated at least AA/Aa with a maturity of 1 year or less
Corporate bonds Rated at least AA/Aa with a maturity of 10 years or less
Corporate zeros Rated at least AA/Aa with a maturity of 1 year or less
 
Investment Objective - Balanced
Security Type Online Availability
Treasuries All, regardless of maturity
GSE bonds All, regardless of maturity
CDs Maturity of 3 years or more
Municipal bonds
All (excluding zeros):
Rated at least AA/Aa, regardless of maturity
Rated at least BBB/Baa with a maturity of 10 years or less
Municipal zeros Rated at least BBB/Baa with a maturity of 1 year or less
Corporate bonds
All (excluding zeros) rated at least AA/Aa, regardless of maturity
All (excluding zeros) rated at least BBB/Baa with a maturity of 10 years or less
Corporate zeros Rated at least BBB/Baa with a maturity of 1 year or less
 
Investment Objective - Growth
Security Type Online Availability
Treasuries All, regardless of maturity
GSE bonds All, regardless of maturity
CDs All, regardless of maturity
Municipal bonds
All (excluding zeros) rated at least AA/Aa, regardless of maturity
All (excluding zeros) rated at least BBB/Baa with a maturity of 10 years or less
Municipal zeros Rated at least BBB/Baa with a maturity of 10 years or less
Corporate bonds
All (excluding zeros) rated at least AA/Aa, regardless of maturity
All (excluding zeros) rated at least BBB/Baa with a maturity of 10 years or less
Corporate zeros Rated at least BBB/Baa with a maturity of 10 years or less
 
Investment Objective - Aggressive Growth and Most Aggressive
Security Type Online Availability
Treasuries All, regardless of maturity
GSE bonds All, regardless of maturity
CDs All, regardless of maturity
Municipal bonds All, regardless of maturity
Municipal zeros All, regardless of maturity
Corporate bonds All, regardless of maturity
Corporate zeros All, regardless of maturity
 
 

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