Plan Fund Changes

As you may know, the County’s Deferred Compensation Program maintains a rigorous and disciplined due diligence process which includes quarterly investment reviews with independent investment consultants and industry experts. The purpose of the investment reviews is to ensure that there is an appropriate variety of investment options available to participants. Through this due diligence process we have modified our investment lineup with the principal goal of long term retirement planning. The change will close and “map” (transfer) the investment options listed below.

Fund Closings and Mapping:

Effective July 13, 2016, the following funds will be added to the plan’s investment options.

Fund addition: Ticker symbol:
American Funds American Balanced Fund R4 RLBEX
Columbia Contrarian Core Fund R5 COFRX
Columbia High Yield Bond Fund R4 CYLRX
Metropolitan West Total Return Bond Fund M MWTRX
MFS Growth Fund R4 MFEJX
Oppenheimer Developing Markets
Fund Y
ODVYX
Vanguard Small Cap Index Fund Institutional VSCIX
Wells Fargo Small Cap Value Fund Institutional ESPNX

Effective July 15, 2016, the assets and future allocations in the investment options listed on the left will automatically be mapped to the investment options listed on the right unless you individually select a different investment option within the plan.

Fund To Be Closed: Mapping To Fund:
Oakmark Equity and Income Fund I (Ticker: OAKBX) American Funds American Balanced Fund R4
Fund Fact Sheet | Prospectus
(Ticker: RLBEX)
Hartford Capital Appreciation HLS Fund IA (Ticker: HIACX) Columbia Contrarian Core Fund R5
Fund Fact Sheet
| Prospectus
(Ticker: COFRX)
Putnam High Yield Advantage Fund A (Ticker: PHYIX) Columbia High Yield Bond Fund R4
Fund Fact Sheet
| Prospectus
(Ticker: CYLRX)
PIMCO Total Return Fund Administrative (Ticker: PTRAX) Metropolitan West Total Return Bond Fund M
Fund Fact Sheet
| Prospectus
(Ticker: MWTRX)
Wells Fargo Advantage Funds Growth Fund Institutional (Ticker: SGRNX) MFS Growth Fund R4
Fund Fact Sheet | Prospectus
(Ticker: MFEJX)
Oppenheimer Developing Markets Fund A (Ticker: ODMAX) Oppenheimer Developing Markets Fund Y
Fund Fact Sheet
| Prospectus
(Ticker: ODVYX)
T. Rowe Price Small-Cap Value Fund (Ticker: PRSVX) Vanguard Small Cap Index Fund Institutional
Fund Fact Sheet
| Prospectus
(Ticker: VSCIX)
American Century Small Cap Value Fund Investor (Ticker: ASVIX) Wells Fargo Small Cap Value Fund Institutional
Fund Fact Sheet
| Prospectus
(Ticker: ESPNX)
SSGA Russell Small Cap Index Securities Lending Series Fund Class I (Ticker: N/A) Vanguard Small Cap Index Fund Institutional
Fund Fact Sheet | Prospectus
(Ticker: VSCIX)

Investing involves risk including possible loss of principal and there is no guarantee that the investment objective of any fund will be achieved.

Before investing, carefully consider the fund’s investment objectives, risks, and charges and expenses. The fund prospectus contains this and other important information. Read the prospectuses carefully before investing.

How to Make Changes to Your Account:

  • To talk to a Retirement Specialist, call Nationwide’s local office at 619-764-6577.
  • To contact Nationwide’s Customer Service Center, call 888-DC4-LIFE (324-5433).
  • To log on the Deferred Compensation website, go to www.myDCplan.com.
NRW-4687CA-SG
NRW-4687CA-SG
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