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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 an investment lineup with a diverse array of options. These investment choices represent a broad spectrum of asset classes and risk/return characteristics to allow you to tailor your account to meet your particular financial goals and match your investing style.

Fund Fact Sheets are available via the links on this page. Select a fund name from the list below to view a PDF fact sheet that offers more details about each fund’s performance, fees, and underlying investments.Footnote. Star or asterisk at the end of the fund name indicates a registered mutual fund. End footnote.

Fund Fact Sheet User’s Guide

This helpful guide provides a glossary of terms and benchmark definitions commonly found on the downloadable Fund Fact Sheets.

Download the Fund Fact Sheet User's Guide PDF File opens in a new window

*Registered mutual fund

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. Read each carefully before investing.

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

The date in the name of the target date fund is the assumed date of retirement. The asset allocation becomes more conservative as the fund nears the target retirement date; however, the principal value of the fund is never guaranteed.

Southwest Carpenters Annuity Fund Plan Resources and Quick Actions

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