The “Investments” section of your saver portal allows you to view your investment portfolio. It can be accessed by clicking the graph icon in your home page. From this page, you can:
- View what funds you are invested in.
- See your current investment strategy or change your strategy.
- Explore your portfolio target allocations.
Holdings
From the “Holdings” tab, you can view what funds you are currently invested in. See the fund name, the percentage, and the position the fund holds based on performance.
Change Your Investment Strategy
By selecting Manage Your Investments on the right-hand side of your screen, you can view your current investment strategy or change your strategy selection to one of the following: Goal-Based, Age-Based, Risk-Based, or Custom Allocation.
All Investment Options
By selecting All Investment Options on the right-hand side of your screen, you can view all of your different investment options. You may click on any of the options to view them in greater detail.