The fund's risk compared to that of other funds in this category is considered high by Morningstar for the trailing three-, five- and 10-year periods. The level of return is average for the trailing three years and above average for the trailing five- and 10-year periods compared to its peers.
The total minimum investment amount is $1,000 per fund unless the account(s) will be funded by Automatic Investment Plan.
For assistance with completing forms and documents, please contact your financial professional or Franklin Templeton Retirement Services at (800) 527-2020. 1. Complete and sign the SIMPLE IRA Employer Agreement (IRS Form 5304-SIMPLE) on pages 3 and 4.