ROLLOVER IN - Deferred Compensation
Investment Option % of Funds Ohio DC Stable Value Option 100% l I elect to execute a rollover of the market value of the account named above to an account administered by the Ohio Deferred Compensation Program (Ohio DC), an IRC 457 plan, and agree to follow the rollover rules of both plans.
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Ohio DC Stable Value Option - Deferred Compensation
www.ohio457.orgOhio DC Stable Value Option ... funds therefore depends on both the fund’s investments as ... The Investment Profile is authorized for Ohio Deferred Compensation Program participant use only, and it is supplemented by the Disclosure Statement and Explanation of Terms, a current plan performance summary, and a ...
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Fidelity Growth Company Commingled ... - Deferred …
www.ohio457.orgThe Investment Profile is authorized for Ohio Deferred Compensation Program participant use only, and it is supplemented by the Disclosure Statement and Explanation of Terms, a current plan performance summary, and a prospectus, if applicable. These can be obtained at Ohio457.org and should be read carefully before investing or sending money.
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BENEFICIARY FORM - Deferred Compensation
www.ohio457.org9. The execution of this form and acceptance by Ohio DC revokes all prior designations that you have made. 10. If you have any questions, please contact our Service Center at 877-644-6457 or visit Ohio457.org. Return form to: Ohio Deferred Compensation 257 East Town Street, Suite 457 Columbus, Ohio 43215-4626 Fax: 614-222-9457. OHIO-0781-0620 ...
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Ohio Deferred Compensation Investment Performance …
www.ohio457.orgvalue and investment return of an investment will fluctuate so that an investor's units/shares, when redeemed, may be worth more or less than their original cost. Performance data current to the most recent month-end may be obtained by visiting Ohio457.org. ... (T. Rowe Price) (2) 8/1/2014 6.45% 23.89% 30.78% 26.22% 19.99% (4) 0.31%. Vanguard ...
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Ohio DC Large-Cap Growth
www.ohio457.orgThe investment seeks long-term capital appreciation. The fund is a custom multi-manager fund that invests in ... T. Rowe Price Group Inc. 95.0% State Street Global Advisors 5.0% Portfolio Manager(s) ... investment may experience larger or smaller price declines or price increases depending on market conditions. Some of this
Capital, Fund, Recip, Appreciation, Rowe, Rowe price, Capital appreciation
Vanguard Capital Opportunity Fund Admiral
www.ohio457.orgBenchmark Morningstar Category Overall Morningstar Rating™ Morningstar Return Morningstar Risk Russell Mid Cap Growth TR USD Large Growth QQ Average Above Average Out of 1133 Large Growth investments. An investment's overall Morningstar Rating, based on its risk-adjusted return, is a weighted average of its applicable 3-, 5-, and 10-year Ratings.
Vanguard Total International Stock Index Fund ...
www.ohio457.orgFund Rank Percentile 52 35 34 54 Out of # of Investments 770 691 591 397 Portfolio Analysis Composition as of 09-30-21 % Assets U.S. Stocks 0.67 Non-U.S. Stocks 98.93 Bonds 0.00 Cash 0.30 Other 0.11 Morningstar Equity Style Box™ as of 09-30-21 % Mkt Cap Large Mid Small Size Value Blend Growth Style Giant 44.55
Ohio DC Small-Cap Growth
www.ohio457.orgState Street Global Advisors 7.5% Portfolio Manager(s) Management Team Category Description: Small Growth Small-growth portfolios focus on faster-growing companies whose shares are at the lower end of the market-capitalization range. These portfolios tend to favor companies in up-and-coming industries or young firms in their early growth stages.
Ohio DC Small-Cap Value
www.ohio457.orgState Street Global Advisors 7.5% Portfolio Manager(s) Management Team Category Description: Small Value Small-value portfolios invest in small U.S. companies with valuations and growth rates below other small-cap peers. Stocks in the bottom 10% of the capitalization of the U.S. equity market are defined as small cap. Value is defined
Fidelity Contrafund Commingled Pool Class 3
www.ohio457.orgRelease Date: 12-31-2021 ... Net Annual Operating Expense Ratio 0.35% Net Annual Operating Expense per $1000 $3.50 Operations Inception Date 01-17-14 CUSIP 31617E612 Annual Turnover Ratio % 32.00 ... NVIDIA Corp 3.39 Alphabet Inc Class A …
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