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Collective Investment Fund Fact Sheets

Please note: Effective November 1, 2008, Target Date Analytics, LLC, a professional money management firm, will assume the investment management responsibilities for the SMART Funds.

Revised Allocations effective November 1, 2008
SMART Funds® 2020   SMART Funds® 2040
SMART Funds® 2030   SMART Funds® 2050
     
Revised Allocations effective January 1, 2009
SMART Funds® 2010
     
Hand Benefits & Trust Company Short Term Income Fund
Hand Benefits & Trust Company Equity Growth Fund
Hand Benefits & Trust Company Equity Value Fund
Hand Benefits & Trust Company Intermediate Fixed Income Fund
Hand Benefits & Trust Company Balanced Fund
 
SMART Funds® 2010 R1   HB&T Large Cap Blend Index Fund R1
SMART Funds® 2010 R2   HB&T Large Cap Blend Index Fund R2
SMART Funds® 2010 R3   HB&T Large Cap Blend Index Fund R3
     
SMART Funds® 2020 R1   HB&T Mid Cap Blend Index Fund R1
SMART Funds® 2020 R2   HB&T Mid Cap Blend Index Fund R2
SMART Funds® 2020 R3   HB&T Mid Cap Blend Index Fund R3
     
SMART Funds® 2030 R1   HB&T Small Cap Blend Index Fund R1
SMART Funds® 2030 R2   HB&T Small Cap Blend Index Fund R2
SMART Funds® 2030 R3   HB&T Small Cap Blend Index Fund R3
     
SMART Funds® 2040 R1   HB&T Foreign Blend Index Fund R1
SMART Funds® 2040 R2   HB&T Foreign Blend Index Fund R2
SMART Funds® 2040 R3   HB&T Foreign Blend Index Fund R3
   
SMART Funds® 2050 R1   HB&T Large Cap 500 Index Fund R1
SMART Funds® 2050 R2   HB&T Large Cap 500 Index Fund R2
SMART Funds® 2050 R3   HB&T Large Cap 500 Index Fund R3
   
First Trust Target VIQ Fund R1   New Frontier Global Strategic Balanced ETF R2
First Trust Target VIQ Fund R2   New Frontier Global Strategic Balanced Growth ETF R2
First Trust Target VIQ Fund R3   New Frontier Global Strategic Growth ETF R2
     
    New World Target Age 20-34 Fund
    New World Target Age 35-44 Fund
    New World Target Age 45-54 Fund
    New World Target Age 55-59 Fund
    New World Target Age 60+ Fund