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*Note: if you own company stock, it will remain in your portfolio but will not be managed along with your other investments. New contributions will not be directed into company stock.
*Note: if you have a stable value investment, it will remain in your portfolio but will not be managed along with your other investments. New contributions will not be directed into the stable value investment.
*Note: if you own company stock or have a stable value investment, it will remain in your portfolio but will not be managed along with your other investments. New contributions will not be directed into company stock or the stable value investment.
The technology and methodologies used within SageView Personalized Portfolios and certain of the text, images, layout and design appearing in it and this document are the property of Morningstar Investment Management LLC and are protected by intellectual property law (including, without limitation, copyright law). The Morningstar name and logo are registered marks of Morningstar, Inc. Morningstar Investment Management LLC and Morningstar, Inc. reserve all rights in any of their intellectual property that appears on or in conjunction with the SageView Personalized Portfolios. All other brands, names and content are the property of their respective owners.
SageView Personalized Portfolios is a brand name for the Managed Accounts service offered by Morningstar Investment Management LLC. It is intended for citizens or legal residents of the United States or its territories. The portfolios available to you through SageView Personalized Portfolios are created by SageView Advisory Group LLC, who was chosen by your employer. Morningstar Investment Management LLC, a registered investment adviser and subsidiary of Morningstar, Inc., is responsible for choosing the portfolio for your retirement plan account from those created by SageView. Morningstar Investment Management is not affiliated with SageView and is not responsible for the portfolios SageView creates. Likewise, SageView is not responsible for the portfolio selection made by Morningstar Investment Management for you, nor for other recommendations made by Morningstar Investment Management through Sageview Personalized Portfolios. Investment advice delivered by Morningstar Investment Management is based on information provided and limited to the investment options available in your retirement plan. Projections and other information regarding the likelihood of various retirement income and/or investment outcomes are hypothetical in nature, do not reflect actual results, and are not guarantees of future results. Results may vary with each use and over time.
Morningstar Investment Management does not guarantee that the results of their advice, recommendations, or the objectives of an investment option will be achieved. All investments involve risk, including the loss of principal. There can be no assurance that any financial strategy will be successful. Morningstar Investment Management does not guarantee that the results of their advice, recommendations or objectives of a strategy will be achieved.
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