When you request a rebalance of your portfolio, we realign the money currently invested in your account with your investment elections. Example: You have elected to have 25% of your deferral invested into Funds A, B, C, and D. Due to market fluctuations, the actual percentages in each fund are: 30% in Fund A, 20% in Fund B, 15% in Fund C and 35% in Fund D. Initiating a rebalance of your portfolio would sell some of the shares in Funds A and D and buy some shares of Funds B and C. Once the rebalance was complete all four funds would again hold 25% of your total investment.
The Rebalance Portfolio may also be used in conjunction with an Investment Election change. This will align your current invested money with your new investment portfolio.
How do I Rebalance my Portfolio?
Log into your account and follow these steps:
1. Click on Manage
2. Select Rebalance
3. Transfer Type: Click on the drop down menu and select “Rebalance investments based on current allocation percentages.” Note: the screen will automatically refresh once you have selected this option
4. Click Submit