v3.26.1
Average Annual Total Returns
 12 Months Ended 20 Months Ended 50 Months Ended 60 Months Ended 68 Months Ended 94 Months Ended 97 Months Ended
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PFG American Funds Conservative Income Strategy Fund | Morningstar Conservative Target Risk Index (Total Return)              
Prospectus [Line Items]              
Average Annual Return, Percent [1] 10.40%     1.81% 3.37%    
PFG American Funds Conservative Income Strategy Fund | PFG American Funds Conservative Income Strategy Fund Class I Shares              
Prospectus [Line Items]              
Average Annual Return, Label [Optional Text] Return before taxes            
Average Annual Return, Percent 7.67%     1.52% 2.16%    
Performance Inception Date May 01, 2020            
PFG American Funds Conservative Income Strategy Fund | PFG American Funds Conservative Income Strategy Fund Class I Shares | After Taxes on Distributions              
Prospectus [Line Items]              
Average Annual Return, Percent [2] 6.79%     0.88% 1.49%    
PFG American Funds Conservative Income Strategy Fund | PFG American Funds Conservative Income Strategy Fund Class I Shares | After Taxes on Distributions and Sales              
Prospectus [Line Items]              
Average Annual Return, Percent [2] 5.07%     1.07% 1.53%    
PFG American Funds Growth Capital Appreciation Strategy Fund | Morningstar Aggressive Target Risk Index (Total Return)              
Prospectus [Line Items]              
Average Annual Return, Percent [3] 20.43%     9.59% 14.43%    
PFG American Funds Growth Capital Appreciation Strategy Fund | PFG American Funds Growth Capital Appreciation Strategy Fund Class I Shares              
Prospectus [Line Items]              
Average Annual Return, Label [Optional Text] Return before taxes            
Average Annual Return, Percent 18.32%     8.15% 12.94%    
Performance Inception Date May 01, 2020            
PFG American Funds Growth Capital Appreciation Strategy Fund | PFG American Funds Growth Capital Appreciation Strategy Fund Class I Shares | After Taxes on Distributions              
Prospectus [Line Items]              
Average Annual Return, Percent [4] 16.31%     6.39% 11.21%    
PFG American Funds Growth Capital Appreciation Strategy Fund | PFG American Funds Growth Capital Appreciation Strategy Fund Class I Shares | After Taxes on Distributions and Sales              
Prospectus [Line Items]              
Average Annual Return, Percent [4] 12.30%     6.05% 10.06%    
PFG Fidelity Institutional AM® Equity Index Strategy Fund | Morningstar Aggressive Target Risk Index (Total Return)              
Prospectus [Line Items]              
Average Annual Return, Percent [5] 20.43%     9.59% 14.43%    
PFG Fidelity Institutional AM® Equity Index Strategy Fund | PFG Fidelity Institutional AM® Equity Index Strategy Fund Class I Shares              
Prospectus [Line Items]              
Average Annual Return, Label [Optional Text] Return before taxes            
Average Annual Return, Percent 19.56%     9.59% 13.84%    
Performance Inception Date May 01, 2020            
PFG Fidelity Institutional AM® Equity Index Strategy Fund | PFG Fidelity Institutional AM® Equity Index Strategy Fund Class I Shares | After Taxes on Distributions              
Prospectus [Line Items]              
Average Annual Return, Percent [6] 18.60%     8.34% 12.54%    
PFG Fidelity Institutional AM® Equity Index Strategy Fund | PFG Fidelity Institutional AM® Equity Index Strategy Fund Class I Shares | After Taxes on Distributions and Sales              
Prospectus [Line Items]              
Average Annual Return, Percent [6] 12.27%     7.36% 10.91%    
PFG Fidelity Institutional AM® Equity Sector Strategy Fund | Morningstar Aggressive Target Risk Index (Total Return)              
Prospectus [Line Items]              
Average Annual Return, Percent [7] 20.43%     9.59% 14.43%    
PFG Fidelity Institutional AM® Equity Sector Strategy Fund | PFG Fidelity Institutional AM® Equity Sector Strategy Fund Class I Shares              
Prospectus [Line Items]              
Average Annual Return, Label [Optional Text] Return before taxes            
Average Annual Return, Percent 16.20%     12.45% 15.21%    
Performance Inception Date May 01, 2020            
PFG Fidelity Institutional AM® Equity Sector Strategy Fund | PFG Fidelity Institutional AM® Equity Sector Strategy Fund Class I Shares | After Taxes on Distributions              
Prospectus [Line Items]              
Average Annual Return, Percent [8] 12.17%     9.95% 12.59%    
PFG Fidelity Institutional AM® Equity Sector Strategy Fund | PFG Fidelity Institutional AM® Equity Sector Strategy Fund Class I Shares | After Taxes on Distributions and Sales              
Prospectus [Line Items]              
Average Annual Return, Percent [8] 12.51%     9.39% 11.65%    
PFG Fidelity Institutional AM(R) Core Plus Bond Strategy Fund | Bloomberg U.S. Aggregate Bond Index              
Prospectus [Line Items]              
Average Annual Return, Percent [9] 7.30%   (0.05%)        
PFG Fidelity Institutional AM(R) Core Plus Bond Strategy Fund | PFG Fidelity Institutional AM(R) Core Plus Bond Strategy Fund Class I Shares              
Prospectus [Line Items]              
Average Annual Return, Label [Optional Text] Return before taxes            
Average Annual Return, Percent 5.93%   (1.11%)        
Performance Inception Date Oct. 29, 2021            
PFG Fidelity Institutional AM(R) Core Plus Bond Strategy Fund | PFG Fidelity Institutional AM(R) Core Plus Bond Strategy Fund Class I Shares | After Taxes on Distributions              
Prospectus [Line Items]              
Average Annual Return, Percent [10] 4.87%   (1.70%)        
PFG Fidelity Institutional AM(R) Core Plus Bond Strategy Fund | PFG Fidelity Institutional AM(R) Core Plus Bond Strategy Fund Class I Shares | After Taxes on Distributions and Sales              
Prospectus [Line Items]              
Average Annual Return, Percent [10] 3.55%   (1.09%)        
PFG JPMorgan® Tactical Aggressive Strategy Fund | Morningstar Aggressive Target Risk Index (Total Return)              
Prospectus [Line Items]              
Average Annual Return, Percent [11] 20.43%     9.59%     9.65%
PFG JPMorgan® Tactical Aggressive Strategy Fund | PFG JPMorgan® Tactical Aggressive Strategy Fund Class I              
Prospectus [Line Items]              
Average Annual Return, Label [Optional Text] Return before taxes            
Average Annual Return, Percent 17.67%     9.45%     8.54%
Performance Inception Date Dec. 11, 2017            
PFG JPMorgan® Tactical Aggressive Strategy Fund | PFG JPMorgan® Tactical Aggressive Strategy Fund Class I | After Taxes on Distributions              
Prospectus [Line Items]              
Average Annual Return, Percent [12] 13.60%     8.04%     7.56%
PFG JPMorgan® Tactical Aggressive Strategy Fund | PFG JPMorgan® Tactical Aggressive Strategy Fund Class I | After Taxes on Distributions and Sales              
Prospectus [Line Items]              
Average Annual Return, Percent [12] 13.49%     7.35%     6.76%
PFG JPMorgan® Tactical Moderate Strategy Fund | Morningstar Moderate Target Risk Index (Total Return)              
Prospectus [Line Items]              
Average Annual Return, Percent [13] 15.95%     5.95%   7.01%  
PFG JPMorgan® Tactical Moderate Strategy Fund | Morningstar Moderately Aggressive Target Risk Index (Total Return)              
Prospectus [Line Items]              
Average Annual Return, Percent [14] 18.44%     7.94%   8.44%  
PFG JPMorgan® Tactical Moderate Strategy Fund | PFG JPMorgan® Tactical Moderate Strategy Fund Class I              
Prospectus [Line Items]              
Average Annual Return, Label [Optional Text] Return before taxes            
Average Annual Return, Percent 13.15%     5.57%   5.31%  
Performance Inception Date Mar. 15, 2018            
PFG JPMorgan® Tactical Moderate Strategy Fund | PFG JPMorgan® Tactical Moderate Strategy Fund Class I | After Taxes on Distributions              
Prospectus [Line Items]              
Average Annual Return, Percent [15] 11.48%     4.46%   4.58%  
PFG JPMorgan® Tactical Moderate Strategy Fund | PFG JPMorgan® Tactical Moderate Strategy Fund Class I | After Taxes on Distributions and Sales              
Prospectus [Line Items]              
Average Annual Return, Percent [15] 8.71%     4.18%   4.09%  
PFG BNY Mellon® Diversifier Strategy Fund | Bloomberg U.S. Aggregate Bond Index              
Prospectus [Line Items]              
Average Annual Return, Percent [16] 7.30%     (0.36%)     1.75%
PFG BNY Mellon® Diversifier Strategy Fund | Bloomberg U.S. Treasury Bills 1-3 Months              
Prospectus [Line Items]              
Average Annual Return, Percent [17] 4.29%     3.24%     2.58%
PFG BNY Mellon® Diversifier Strategy Fund | PFG BNY Mellon® Diversifier Strategy Fund Class I              
Prospectus [Line Items]              
Average Annual Return, Label [Optional Text] Return before taxes            
Average Annual Return, Percent 7.07%     1.28%     1.92%
Performance Inception Date Dec. 11, 2017            
PFG BNY Mellon® Diversifier Strategy Fund | PFG BNY Mellon® Diversifier Strategy Fund Class I | After Taxes on Distributions              
Prospectus [Line Items]              
Average Annual Return, Percent [18] 6.09%     0.32%     1.18%
PFG BNY Mellon® Diversifier Strategy Fund | PFG BNY Mellon® Diversifier Strategy Fund Class I | After Taxes on Distributions and Sales              
Prospectus [Line Items]              
Average Annual Return, Percent [18] 4.25%     0.70%     1.25%
PFG MFS® Aggressive Capital Appreciation Strategy Fund | Morningstar Aggressive Target Risk Index (Total Return)              
Prospectus [Line Items]              
Average Annual Return, Percent [19] 20.43%     9.59%     9.65%
PFG MFS® Aggressive Capital Appreciation Strategy Fund | PFG MFS® Aggressive Capital Appreciation Strategy Fund Class I              
Prospectus [Line Items]              
Average Annual Return, Label [Optional Text] Return before taxes            
Average Annual Return, Percent 12.10%     6.60%     7.51%
Performance Inception Date Dec. 11, 2017            
PFG MFS® Aggressive Capital Appreciation Strategy Fund | PFG MFS® Aggressive Capital Appreciation Strategy Fund Class I | After Taxes on Distributions              
Prospectus [Line Items]              
Average Annual Return, Percent [20] 9.79%     3.85%     5.54%
PFG MFS® Aggressive Capital Appreciation Strategy Fund | PFG MFS® Aggressive Capital Appreciation Strategy Fund Class I | After Taxes on Distributions and Sales              
Prospectus [Line Items]              
Average Annual Return, Percent [20] 8.83%     4.82%     5.72%
PFG BR Target Allocation Equity Strategy Fund | Morningstar Aggressive Target Risk Index (Total Return)              
Prospectus [Line Items]              
Average Annual Return, Percent [21] 20.43%     9.59% 14.43%    
PFG BR Target Allocation Equity Strategy Fund | PFG BR Target Allocation Equity Strategy Fund Class I Shares              
Prospectus [Line Items]              
Average Annual Return, Label [Optional Text] Return before taxes            
Average Annual Return, Percent 18.98%     9.24% 13.18%    
Performance Inception Date May 01, 2020            
PFG BR Target Allocation Equity Strategy Fund | PFG BR Target Allocation Equity Strategy Fund Class I Shares | After Taxes on Distributions              
Prospectus [Line Items]              
Average Annual Return, Percent [22] 18.37%     8.33% 12.18%    
PFG BR Target Allocation Equity Strategy Fund | PFG BR Target Allocation Equity Strategy Fund Class I Shares | After Taxes on Distributions and Sales              
Prospectus [Line Items]              
Average Annual Return, Percent [22] 11.72%     7.05% 10.31%    
PFG Janus Henderson(R) Balanced Strategy | Morningstar Moderate Target Risk Index (Total Return)              
Prospectus [Line Items]              
Average Annual Return, Percent [23] 15.95%   4.94%        
PFG Janus Henderson(R) Balanced Strategy | PFG Janus Henderson(R) Balanced Strategy Class I Shares              
Prospectus [Line Items]              
Average Annual Return, Label [Optional Text] Return before taxes            
Average Annual Return, Percent 11.74%   3.97%        
Performance Inception Date Oct. 29, 2021            
PFG Janus Henderson(R) Balanced Strategy | PFG Janus Henderson(R) Balanced Strategy Class I Shares | After Taxes on Distributions              
Prospectus [Line Items]              
Average Annual Return, Percent [24] 11.63%   3.69%        
PFG Janus Henderson(R) Balanced Strategy | PFG Janus Henderson(R) Balanced Strategy Class I Shares | After Taxes on Distributions and Sales              
Prospectus [Line Items]              
Average Annual Return, Percent [24] 7.03%   3.00%        
PFG Invesco(R) Equity Factor Rotation Strategy Fund | Morningstar Aggressive Target Risk Index (Total Return)              
Prospectus [Line Items]              
Average Annual Return, Percent [25] 20.43%   7.74%        
PFG Invesco(R) Equity Factor Rotation Strategy Fund | PFG Invesco(R) Equity Factor Rotation Strategy Fund Class I Shares              
Prospectus [Line Items]              
Average Annual Return, Label [Optional Text] Return before taxes            
Average Annual Return, Percent 14.62%   0.98%        
Performance Inception Date Oct. 29, 2021            
PFG Invesco(R) Equity Factor Rotation Strategy Fund | PFG Invesco(R) Equity Factor Rotation Strategy Fund Class I Shares | After Taxes on Distributions              
Prospectus [Line Items]              
Average Annual Return, Percent [26] 14.65%   0.97%        
PFG Invesco(R) Equity Factor Rotation Strategy Fund | PFG Invesco(R) Equity Factor Rotation Strategy Fund Class I Shares | After Taxes on Distributions and Sales              
Prospectus [Line Items]              
Average Annual Return, Percent [26] 8.71%   0.75%        
PFG Meeder Tactical Strategy Fund | Morningstar Moderate Target Risk Index (Total Return)              
Prospectus [Line Items]              
Average Annual Return, Percent [27] 15.95%     5.95%     6.99%
PFG Meeder Tactical Strategy Fund | PFG Meeder Tactical Strategy Fund Class I              
Prospectus [Line Items]              
Average Annual Return, Label [Optional Text] Return before taxes            
Average Annual Return, Percent 13.12%     6.86%     5.20%
Performance Inception Date Dec. 11, 2017            
PFG Meeder Tactical Strategy Fund | PFG Meeder Tactical Strategy Fund Class I | After Taxes on Distributions              
Prospectus [Line Items]              
Average Annual Return, Percent [28] 10.81%     5.25%     4.16%
PFG Meeder Tactical Strategy Fund | PFG Meeder Tactical Strategy Fund Class I | After Taxes on Distributions and Sales              
Prospectus [Line Items]              
Average Annual Return, Percent [28] 9.44%     5.15%     3.95%
PFG Janus Henderson® Tactical Income Strategy Fund | Morningstar Moderately Conservative Target Risk Index (Total Return)              
Prospectus [Line Items]              
Average Annual Return, Percent [29] 12.87%     4.06% 6.44%    
PFG Janus Henderson® Tactical Income Strategy Fund | PFG Janus Henderson® Tactical Income Strategy Fund Class I Shares              
Prospectus [Line Items]              
Average Annual Return, Label [Optional Text] Return before taxes            
Average Annual Return, Percent 12.30%     3.92% 5.42%    
Performance Inception Date May 01, 2020            
PFG Janus Henderson® Tactical Income Strategy Fund | PFG Janus Henderson® Tactical Income Strategy Fund Class I Shares | After Taxes on Distributions              
Prospectus [Line Items]              
Average Annual Return, Percent [30] 11.72%     2.70% 4.13%    
PFG Janus Henderson® Tactical Income Strategy Fund | PFG Janus Henderson® Tactical Income Strategy Fund Class I Shares | After Taxes on Distributions and Sales              
Prospectus [Line Items]              
Average Annual Return, Percent [30] 7.49%     2.68% 3.83%    
PFG PIMCO Active Core Bond Strategy Fund | Bloomberg U.S. Aggregate Bond Index              
Prospectus [Line Items]              
Average Annual Return, Percent [31] 7.30%     (0.36%)     1.75%
PFG PIMCO Active Core Bond Strategy Fund | PFG PIMCO Active Core Bond Strategy Fund Class I              
Prospectus [Line Items]              
Average Annual Return, Label [Optional Text] Return before taxes            
Average Annual Return, Percent 7.49%     (0.34%)     0.93%
Performance Inception Date Dec. 11, 2017            
PFG PIMCO Active Core Bond Strategy Fund | PFG PIMCO Active Core Bond Strategy Fund Class I | After Taxes on Distributions              
Prospectus [Line Items]              
Average Annual Return, Percent [32] 6.30%     (1.54%)     (0.11%)
PFG PIMCO Active Core Bond Strategy Fund | PFG PIMCO Active Core Bond Strategy Fund Class I | After Taxes on Distributions and Sales              
Prospectus [Line Items]              
Average Annual Return, Percent [32] 4.44%     (0.74%)     0.29%
PFG Global Equity Index Strategy Fund | Morningstar Aggressive Target Risk Index (Total Return)              
Prospectus [Line Items]              
Average Annual Return, Percent [33] 20.43% 18.15%          
PFG Global Equity Index Strategy Fund | PFG Global Equity Index Strategy Fund Class I              
Prospectus [Line Items]              
Average Annual Return, Label [Optional Text] Return before taxes            
Average Annual Return, Percent 20.36% 17.13%          
Performance Inception Date May 01, 2024            
PFG Global Equity Index Strategy Fund | PFG Global Equity Index Strategy Fund Class I | After Taxes on Distributions              
Prospectus [Line Items]              
Average Annual Return, Percent [34] 19.66% 16.55%          
PFG Global Equity Index Strategy Fund | PFG Global Equity Index Strategy Fund Class I | After Taxes on Distributions and Sales              
Prospectus [Line Items]              
Average Annual Return, Percent [34] 12.62% 13.21%          
PFG US Equity Index Strategy Fund | Russell 3000 Total Return Index              
Prospectus [Line Items]              
Average Annual Return, Percent [35] 17.15% 21.41%          
PFG US Equity Index Strategy Fund | PFG US Equity Index Strategy Fund Class I              
Prospectus [Line Items]              
Average Annual Return, Label [Optional Text] Return before taxes            
Average Annual Return, Percent 14.36% 18.13%          
Performance Inception Date May 01, 2024            
PFG US Equity Index Strategy Fund | PFG US Equity Index Strategy Fund Class I | After Taxes on Distributions              
Prospectus [Line Items]              
Average Annual Return, Percent [36] 14.54% 17.84%          
PFG US Equity Index Strategy Fund | PFG US Equity Index Strategy Fund Class I | After Taxes on Distributions and Sales              
Prospectus [Line Items]              
Average Annual Return, Percent [36] 8.90% 13.96%          
[1] The Morningstar Conservative Target Risk Index (Total Return) is an index designed to meet the benchmarking needs of target risk investors by offering an objective yardstick for performance comparison. The index invests in 20% global equity exposure and 80% global bond exposure. Investors cannot invest directly in an index.
[2] After-tax returns were calculated using the historical highest individual federal marginal income tax rates and do not reflect the impact of state and local taxes. Actual after-tax returns depend on an investor’s tax situation and may differ from those shown, and after-tax returns shown are not relevant to investors who hold shares of the Fund through tax-deferred arrangements, such as 401(k) plans or individual retirement accounts.
[3] The Morningstar Aggressive Target Risk Index (Total Return) is an index designed to meet the benchmarking needs of target risk investors by offering an objective yardstick for performance comparison. The index invests in 95% global equity exposure and 5% global bond exposure. Investors cannot invest directly in an index. The index’s components reflect the returns of a broad universe of equity, fixed income, REIT and commodity holdings.
[4] After-tax returns were calculated using the historical highest individual federal marginal income tax rates and do not reflect the impact of state and local taxes. Actual after-tax returns depend on an investor’s tax situation and may differ from those shown, and after-tax returns shown are not relevant to investors who hold shares of the Fund through tax-deferred arrangements, such as 401(k) plans or individual retirement accounts.
[5] The Morningstar Aggressive Target Risk Index (Total Return) is an index designed to meet the benchmarking needs of target risk investors by offering an objective yardstick for performance comparison. The index invests in 95% global equity exposure and 5% global bond exposure. Investors cannot invest directly in an index. The index’s components reflect the returns of a broad universe of equity, fixed income, REIT and commodity holdings.
[6] After-tax returns were calculated using the historical highest individual federal marginal income tax rates and do not reflect the impact of state and local taxes. Actual after-tax returns depend on an investor’s tax situation and may differ from those shown, and after-tax returns shown are not relevant to investors who hold shares of the Fund through tax-deferred arrangements, such as 401(k) plans or individual retirement accounts.
[7] The Morningstar Aggressive Target Risk Index (Total Return) is an index designed to meet the benchmarking needs of target risk investors by offering an objective yardstick for performance comparison. The index invests in 95% global equity exposure and 5% global bond exposure. Investors cannot invest directly in an index. The index’s components reflect the returns of a broad universe of equity, fixed income, REIT and commodity holdings.
[8] After-tax returns were calculated using the historical highest individual federal marginal income tax rates and do not reflect the impact of state and local taxes. Actual after-tax returns depend on an investor’s tax situation and may differ from those shown, and after-tax returns shown are not relevant to investors who hold shares of the Fund through tax-deferred arrangements, such as 401(k) plans or individual retirement accounts.
[9] Bloomberg U.S. Aggregate Bond Index is a broad-based benchmark that measures the investment grade, U.S. dollar denominated, fixed-rate taxable bond market. This includes Treasuries, government-related and corporate securities, mortgage-backed securities, asset-backed securities and collateralized mortgage-backed securities.
[10] After-tax returns were calculated using the historical highest individual federal marginal income tax rates and do not reflect the impact of state and local taxes. Actual after-tax returns depend on an investor’s tax situation and may differ from those shown, and after-tax returns shown are not relevant to investors who hold shares of the Fund through tax-deferred arrangements, such as 401(k) plans or individual retirement accounts.
[11] The Morningstar Aggressive Target Risk Index (Total Return) is an index designed to meet the benchmarking needs of target risk investors by offering an objective yardstick for performance comparison. The index invests in 95% global equity exposure and 5% global bond exposure. Investors cannot invest directly in an index. The index’s components reflect the returns of a broad universe of equity, fixed income, REIT and commodity holdings.
[12] After-tax returns were calculated using the historical highest individual federal marginal income tax rates and do not reflect the impact of state and local taxes. Actual after-tax returns depend on an investor’s tax situation and may differ from those shown, and after-tax returns shown are not relevant to investors who hold shares of the Fund through tax-deferred arrangements, such as 401(k) plans or individual retirement accounts.
[13] The Morningstar Moderate Target Risk Index (Total Return) is an index designed to meet the benchmarking needs of target risk investors by offering an objective yardstick for performance comparison. The index invests in 60% global equity exposure and 40% global bond exposure. Investors cannot invest directly in an index.
[14] The Morningstar Moderately Aggressive Target Risk Index (Total Return) is an index designed to meet the benchmarking needs of target risk investors by offering an objective yardstick for performance comparison. The index invests in 80% global equity exposure and 20% global bond exposure. Investors cannot invest directly in an index.
[15] After-tax returns were calculated using the historical highest individual federal marginal income tax rates and do not reflect the impact of state and local taxes. Actual after-tax returns depend on an investor’s tax situation and may differ from those shown, and after-tax returns shown are not relevant to investors who hold shares of the Fund through tax-deferred arrangements, such as 401(k) plans or individual retirement accounts.
[16] The Bloomberg U.S. Aggregate Bond Index is an unmanaged index which represents the U.S. investment-grade fixed-rate bond market (including government and corporate securities, mortgage pass-through securities, and asset-backed securities). Investors cannot invest directly in an index.
[17] The Bloomberg U.S. Treasury Bills 1-3 Months includes all publicly issued zero-coupon U.S. Treasury Bills that have a remaining maturity of less than 3 months and more than 1 month, are rated investment grade, and have $250 million or more of outstanding face value. Investors cannot invest directly in an index.
[18] After-tax returns were calculated using the historical highest individual federal marginal income tax rates and do not reflect the impact of state and local taxes. Actual after-tax returns depend on an investor’s tax situation and may differ from those shown, and after-tax returns shown are not relevant to investors who hold shares of the Fund through tax-deferred arrangements, such as 401(k) plans or individual retirement accounts.
[19] The Morningstar Aggressive Target Risk Index (Total Return) is an index designed to meet the benchmarking needs of target risk investors by offering an objective yardstick for performance comparison. The index invests in 95% global equity exposure and 5% global bond exposure. Investors cannot invest directly in an index. The index’s components reflect the returns of a broad universe of equity, fixed income, REIT and commodity holdings.
[20] After-tax returns were calculated using the historical highest individual federal marginal income tax rates and do not reflect the impact of state and local taxes. Actual after-tax returns depend on an investor’s tax situation and may differ from those shown, and after-tax returns shown are not relevant to investors who hold shares of the Fund through tax-deferred arrangements, such as 401(k) plans or individual retirement accounts.
[21] The Morningstar Aggressive Target Risk Index (Total Return) is an index designed to meet the benchmarking needs of target risk investors by offering an objective yardstick for performance comparison. The index invests in 95% global equity exposure and 5% global bond exposure. Investors cannot invest directly in an index. The index’s components reflect the returns of a broad universe of equity, fixed income, REIT and commodity holdings.
[22] After-tax returns were calculated using the historical highest individual federal marginal income tax rates and do not reflect the impact of state and local taxes. Actual after-tax returns depend on an investor’s tax situation and may differ from those shown, and after-tax returns shown are not relevant to investors who hold shares of the Fund through tax-deferred arrangements, such as 401(k) plans or individual retirement accounts.
[23] The Morningstar Moderate Target Risk Index (Total Return) is an index designed to meet the benchmarking needs of target risk investors by offering an objective yardstick for performance comparison. The index invests in 60% global equity exposure and 40% global bond exposure. Investors cannot invest directly in an index.
[24] After-tax returns were calculated using the historical highest individual federal marginal income tax rates and do not reflect the impact of state and local taxes. Actual after-tax returns depend on an investor’s tax situation and may differ from those shown, and after-tax returns shown are not relevant to investors who hold shares of the Fund through tax-deferred arrangements, such as 401(k) plans or individual retirement accounts.
[25] The Morningstar Aggressive Target Risk Index (Total Return) is an index designed to meet the benchmarking needs of target risk investors by offering an objective yardstick for performance comparison. The index invests in 95% global equity exposure and 5% global bond exposure. Investors cannot invest directly in an index. The index’s components reflect the returns of a broad universe of equity, fixed income, REIT and commodity holdings.
[26] After-tax returns were calculated using the historical highest individual federal marginal income tax rates and do not reflect the impact of state and local taxes. Actual after-tax returns depend on an investor’s tax situation and may differ from those shown, and after-tax returns shown are not relevant to investors who hold shares of the Fund through tax-deferred arrangements, such as 401(k) plans or individual retirement accounts.
[27] The Morningstar Moderate Target Risk Index (Total Return) is an index designed to meet the benchmarking needs of target risk investors by offering an objective yardstick for performance comparison. The index invests in 60% global equity exposure and 40% global bond exposure. Investors cannot invest directly in an index.
[28] After-tax returns were calculated using the historical highest individual federal marginal income tax rates and do not reflect the impact of state and local taxes. Actual after-tax returns depend on an investor’s tax situation and may differ from those shown, and after-tax returns shown are not relevant to investors who hold shares of the Fund through tax-deferred arrangements, such as 401(k) plans or individual retirement accounts.
[29] The Morningstar Moderately Conservative Target Risk Index (Total Return) is an index designed to meet the benchmarking needs of target risk investors by offering an objective yardstick for performance comparison. The index invests in 40% global equity exposure and 60% global bond exposure. Investors cannot invest directly in an index.
[30] After-tax returns were calculated using the historical highest individual federal marginal income tax rates and do not reflect the impact of state and local taxes. Actual after-tax returns depend on an investor’s tax situation and may differ from those shown, and after-tax returns shown are not relevant to investors who hold shares of the Fund through tax-deferred arrangements, such as 401(k) plans or individual retirement accounts.
[31] The Bloomberg U.S. Aggregate Bond Index is an unmanaged index which represents the U.S. investment-grade fixed-rate bond market (including government and corporate securities, mortgage pass-through securities, and asset-backed securities). Investors cannot invest directly in an index or benchmark.
[32] After-tax returns were calculated using the historical highest individual federal marginal income tax rates and do not reflect the impact of state and local taxes. Actual after-tax returns depend on an investor’s tax situation and may differ from those shown, and after-tax returns shown are not relevant to investors who hold shares of the Fund through tax-deferred arrangements, such as 401(k) plans or individual retirement accounts.
[33] The Morningstar Aggressive Target Risk Index (Total Return) is an index designed to meet the benchmarking needs of target risk investors by offering an objective yardstick for performance comparison. The index invests in 95% global equity exposure and 5% global bond exposure. Investors cannot invest directly in an index. The index’s components reflect the returns of a broad universe of equity, fixed income, REIT and commodity holdings.
[34] After-tax returns were calculated using the historical highest individual federal marginal income tax rates and do not reflect the impact of state and local taxes. Actual after-tax returns depend on an investor’s tax situation and may differ from those shown, and after-tax returns shown are not relevant to investors who hold shares of the Fund through tax-deferred arrangements, such as 401(k) plans or individual retirement accounts.
[35] Russell 3000 Total Return Index is a market-capitalization weighted equity index that measures the performance of the 3,000 largest publicly traded U.S. companies, assuming that all cash distributions and dividends are automatically reinvested back into the index components. It represents approximately 98% of the investable U.S. stock market.
[36] After-tax returns were calculated using the historical highest individual federal marginal income tax rates and do not reflect the impact of state and local taxes. Actual after-tax returns depend on an investor’s tax situation and may differ from those shown, and after-tax returns shown are not relevant to investors who hold shares of the Fund through tax-deferred arrangements, such as 401(k) plans or individual retirement accounts.