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Resources

Fund Performance and Documents

NEA Valuebuilder Program

 

NEA Valuebuilder® 403(b)7, 457 & IRA

Option 1 - Performance

Option 2 - Performance

Option 3 - Performance

 

NEA Valuebuilder® DirectInvest 403(b)7

Performance

 

NEA Valuebuilder® (Non-Qualified) - Generally issued prior to September, 2001

Performance

 

NEA Valuebuilder® (Qualified) - Generally issued prior to September, 2001

Performance

 

NEA Valuebuilder® Future Variable Annuity

Performance

 

NEA Valuebuilder® Retirement Income Director Variable Annuity

Performance

 

NEA Valuebuilder® Select Variable Annuity

Performance

 

NEA Valuebuilder® Variable Annuity

Performance

 

 

Performance is available on a daily, monthly, and quarterly basis. Monthly and quarterly performance shows standardized performance that reflects the maximum deduction of all expenses within the product and two versions of non-standardized performance: "best-case" performance that reflects the deduction of some expenses, but not all possible expenses from the performance returns, and a "worst case" performance that reflects the deduction of all expenses (non-standardized performance is calculated from the inception date of the underlying investment option). The daily performance reflects non-standardized performance due to timeframe rather than reflecting the maximum deduction of all expenses within the product. Once on a product's performance page, click on the fund or investment option name to access the Prospectus and Lipper Fact Sheets for that fund.

 

Mutual fund shares are at Net Asset Value (NAV). If the sales loads were reflected in the accompanying performance data, it would reduce the quoted performance.

 

Lipper Services are not affiliated with Security Distributors, Inc. its subsidiaries and affiliates (Security Benefit). Security Benefit has no responsibility for the management operations of Lipper Services or any of its affiliates

 

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.

 

The NEA Valuebuilder DirectInvest 403(b)(7) is a Custodial Account under § 403(b)(7) of the Internal Revenue Code. 

 

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