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Resources

Fund Performance and Documents

Mutual Fund Retirement Plans

 

NEA® DirectInvest® Program

Quarterly Performance (PDF)

 

Security Benefit Advisor Mutual Fund Program 403(b)7, 457 & IRA

Quarterly Performance (PDF)

 

SFR® Program

Quarterly Performance (PDF)

 

 

 

Securities offered through Security Distributors, a subsidiary of Security Benefit Corporation (Security Benefit).  

 

The NEA Retirement Program (“NEA Program”) provides investment products for retirement plans sponsored by school districts and other employers of NEA members and individual retirement accounts established by NEA members.  Security Distributors and certain of its affiliates (collectively, “Security Benefit”) make these products available to plans and accounts pursuant to an agreement with NEA’s wholly owned subsidiary, NEA's Member Benefits Corporation (“MBC”), which markets the NEA Program.  Security Benefit has the exclusive right to offer the products directly or through other authorized broker/dealers, and MBC in marketing the NEA Program generally may not enter into arrangements with other providers of similar investment programs or otherwise promote to NEA members or their employees any investment products that compete with the NEA Program products.  Security Benefit pays an annual fee to MBC under the agreement.  You may wish to take into account this agreement and arrangement when considering and evaluating any communications relating to NEA Retirement products.

 

NEA and MBC are not affiliated with Security Benefit.  Neither NEA nor MBC is a registered broker/dealer.  All securities brokerage services are performed exclusively by your sales representative’s broker/dealer and not by NEA or MBC.

 

NEA, NEA Member Benefits and the NEA Member Benefits logo are registered service marks of NEA’s Member Benefits Corporation.