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Ohio DC Large-Cap Growth
The 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
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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 ...
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.
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 ...
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 …
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.
Rollover In Form
www.ohio457.org1. Complete the Participant section of this form. 2. Sign and date the form in the spaces provided. 3. Return a copy to: Ohio Deferred Compensation 257 East Town Street, Suite 400 Columbus, OH 43215-4623 4. Keep a copy of this form for your records. Ohio DC will send a copy of the form to the Transferring Plan to request the transfer and a check
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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MEDIA STATEMENT
www.troweprice.comThe affected strategies are US Capital Appreciation, US Mid-Cap Growth Equity, US Small -Cap Core Equity (U.S. mutual fund name is the T. Rowe Price Small -Cap Stock Fund), US Small-Cap Value Equity, US Smaller Companies Equity, and US High Yield Bond.
Voya Select Advantage IRA Application
presents.voya.com% 320 VY T. Rowe Price Capital Appreciation (Adviser) (37) ITRAX Bond % F193 American Century Strategic Income (A) (7W) ASIQX % 1598 American Funds The Bond Fund of AmericaSM (F-1) (84) BFAFX % 7282 BlackRock High Yield Bond (R) (6L) BHYRX % 2458 BlackRock Inflation Protected Bond Portfolio (A) (7Q) BPRAX % 7529 Calvert Bond (A) (6Q) …
SmartMix Funds
docs.retirementpartner.comsome capital appreciation and dividends. This Fund has the lowest expected risk and return potential of the three SmartMix Funds, with a target allocation of 65% to bonds and cash and 35% to stocks and real estate. Moderate Fund The Moderate Fund seeks moderate growth from capital appreciation, dividends and interest income.