TN US Large Cap Value Fund

Overview

Investment Objective

The Underly Mutual Fund’s investment objective is to seek total return which exceeds the total return of its benchmark index over a full market cycle.

Underlying Fund Information

Name: DoubleLine Shiller Enhanced CAPE Fund
Ticket Symbol: DSEEX
Issuer: DoubleLine Funds Trust
Advisor: DoubleLine Funds
Prospectus Information: https://pex.broadridge.com/summary.asp?doctype=pros&cid=dbline&fid=258620822

Investment Risk

The principle risks associated with this Investment Option are: Active management risk; Asset-backed securities investment risk; Collateralized debt obligations risk; Counterparty risk; Debt securities risks (credit risk, extension risk; interest rate risk; prepayment risk); Defaulted securities risk; Derivatives risk; Emerging market country risk; Equity issuer risk; Financial services risk; Foreign currency risk; Foreign investing risk; High yield risk; Index risk; Inflation-indexed bond risk; Investment company and exchange-traded fund risk; Large shareholder risk; Leveraging risk; Liquidity risk; Loan risk; Market capitalization risk; Market risk; Models and data risk; Mortgage-backed securities risk; Operational and information security risks; Portfolio turnover risk; Real estate sector risk; Securities or sector selection risk; Short position risk; Structured products and structured notes risk; U.S. Government securities risk; and Valuation risk.

Average Annual Returns - Updated Monthly as of 03/31/2025

Annual Investment Returns

Historical Prices

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