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Investments

Explore the broad range of investment options available to help you achieve your retirement goals.

About your investments

Your plan includes a diverse investment lineup, representing a spectrum of asset classes and risk/return characteristics that allow you to tailor your account to help meet your financial goals and investment style.

Fund Fact Sheets are available via the links on this page. They provide details about each fund’s performance, fees and underlying investments.

For additional information on fund performance, please view the Investment Performance for all available investment options in your plan.

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Self-Directed Mutual Fund Option

Access to over 15,000 mutual funds from over 400 different mutual families

Through the MTA Deferred Compensation Program, you have the ability to transfer up to 20% of your retirement assets to a Self-Directed Mutual Fund Option. This optional program allows you to invest in an expanded selection of mutual funds through your retirement account. Investing in mutual funds, rather than individual securities, is a strategy many investors employ to help them manage their risk. You should consider this option carefully. Also, a minimum account balance is required for brokerage accounts, and additional fees apply.

Important considerations:

This Option gives experienced investors a potentially higher level of risk, as well as the potential for higher reward. Additional fees also apply.

To learn more about the Self-Directed Mutual Fund Option, call 877-PLN-4MTA (877-756-4682), weekdays from 8 a.m. to 9 p.m. ET.

Investment disclaimers

All investing involves various risks, including the possible loss of principal. You can lose money by investing in securities.

Shares of the registered mutual funds are offered through Prudential Investment Management Services LLC (PIMS), Newark, NJ, a Prudential Financial company.

This material is for informational purposes only and is not intended to provide investment, legal, advice or tax recommendations.

Carefully consider the investment option’s objectives, risks, fees and expenses. Contact Empower for a prospectus, summary prospectus for SEC-registered products or disclosure document for unregistered products, if available, containing this information. For prospectuses related to investments in your self-directed brokerage account (SDBA), contact your SDBA provider. Read them carefully before investing.

For self-directed brokerage accounts: Securities, when presented, are offered and/or distributed by Empower Financial Services, Inc., Member FINRA/SIPC. Brokerage services such as clearing, settlement, custody and other similar functions are provided by NFS, Member FINRA/NYSE/SIPC. Additional information may be obtained by calling 888-244-6237. Brokerage accounts are subject to Empower Financial Services, Inc. review and approval.. EFSI and NFS are separate, unaffiliated brokerage firms.. This material is for informational purposes only and is not intended to provide investment, legal, advice or tax recommendations.