Financial reports
N-CEN
Annual report (registered investment company)
1 Mar 24
N-CSRS
Certified semi-annual shareholder report (management investment company)
14 Aug 23
N-CEN
Annual report (registered investment company)
10 Mar 23
N-CSR
Certified annual shareholder report (management investment company)
15 Feb 23
N-CSRS
Certified semi-annual shareholder report (management investment company)
12 Aug 22
N-CEN
Annual report (registered investment company)
11 Mar 22
N-CSR
Certified annual shareholder report (management investment company)
15 Feb 22
N-CSRS
Certified semi-annual shareholder report (management investment company)
13 Aug 21
N-CEN
Annual report (registered investment company)
10 Mar 21
N-CSR
Certified annual shareholder report (management investment company)
16 Feb 21
Current reports
No filings
Registration and prospectus
No filings
Proxies
N-PX
Annual report of proxy voting record
29 Aug 23
DEF 14C
Information statement
9 May 23
DEF 14C
Information statement
2 Nov 22
N-PX
Annual report of proxy voting record
30 Aug 22
N-PX
Annual report of proxy voting record
31 Aug 21
DEF 14C
Information statement
9 Aug 21
DEFA14A
Additional proxy soliciting materials
21 Jul 21
DEF 14A
Definitive proxy
20 Jul 21
DEF 14C
Information statement
23 Feb 21
N-PX
Annual report of proxy voting record
31 Aug 20
Other
CORRESP
Correspondence with SEC
28 Apr 22
CORRESP
Correspondence with SEC
26 Apr 22
CORRESP
Correspondence with SEC
27 Apr 20
CORRESP
Correspondence with SEC
19 May 16
CORRESP
Correspondence with SEC
28 Aug 14
CORRESP
Correspondence with SEC
20 Dec 13
CORRESP
Correspondence with SEC
16 Sep 11
CORRESP
Correspondence with SEC
20 Apr 11
UPLOAD
Letter from SEC
7 Apr 11
CORRESP
Correspondence with SEC
12 Apr 10
Ownership
NPORT-P
Monthly portfolio investment report
26 Feb 24
NPORT-P
Moderate Strategy Fund (Dec 2023 report)
26 Feb 24
NPORT-P
International Developed Markets Fund (Dec 2023 report)
26 Feb 24
NPORT-P
Equity Growth Strategy Fund (Dec 2023 report)
26 Feb 24
NPORT-P
Balanced Strategy Fund (Dec 2023 report)
26 Feb 24
NPORT-P
U.S. Strategic Equity Fund (Dec 2023 report)
26 Feb 24
NPORT-P
Global Real Estate Securities Fund (Dec 2023 report)
26 Feb 24
NPORT-P
Growth Strategy Fund (Dec 2023 report)
26 Feb 24
NPORT-P
U.S. Small Cap Equity Fund (Sep 2023 report)
21 Nov 23
NPORT-P
U.S. Strategic Equity Fund (Sep 2023 report)
21 Nov 23