2019 403(b) Fund Changes
Our Review and Selection Process
MCW carefully monitors the investment options offered through the 403(b) Retirement Plan. We work with an external investment consulting firm to assist with the review and selection process. Fund options are examined based on a number of factors including: diversification, investment style, expenses and performance. From time to time, changes to our investment menu are deemed appropriate based on these and other factors.
Resources
- One on One meeting with Michael Olszewski, Transamerica Representative. Appointments available Tuesday, Thursday and every other Wednesday.
- Morningstar Data - Printable Fact Sheets (PDF)
- MCW exclusive Transamerica web portal: mcw.trsretire.com
Fund Changes Q & A
New Fund Lineup as of May 1, 2019
Printable Charts (PDF)
Money Market/Fixed Income |
Capital Preservation |
Core |
|||||||
New York Life GIA* |
Metropolitan West Total Return Bond MWTSX |
Fidelity U.S. Bond Index* FXNAX |
Balanced/ LifeCycle |
Conservative |
Moderate |
Aggressive |
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Vanguard Target Retirement Funds |
||||||||||||||
Income |
2015 |
2020 |
2025 |
2030 |
2035 |
2040 |
2045 |
2050 |
2055 |
2060 |
2065 |
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Domestic Equity |
Value |
Blend |
Growth |
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Large-Cap Equity |
Vanguard Equity Income VEIRX |
Fidelity 500 Index* FXAIX |
AB Large Cap Growth APGZX |
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Mid-Cap Equity |
Wells Fargo Special Mid Value R6 WFPRX |
Fidelity Mid Cap Index* FSMDX |
Harford Mid Cap R6* HFMVX |
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Small-Cap Equity |
Nuveen Small Cap Value R6 FSCWX |
Fidelity Small Cap Index FSSNX |
Wasatch Core Growth WIGRX |
International/ Global Equity |
Developed International |
Emerging |
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MFS Inst. International Equity MIEIX |
DFA Emerging Markets Core Equity DFCEX |
Green – New Fund
Black – Existing fund
* Indicates were existing fund was replaced
Fund Mapping
Current Fund: |
Mapping To: |
TFLIC Guaranteed Pooled Fund |
New York Life GIA |
Vanguard Short Term TIPS Index |
Met West Total Return Bond |
Vanguard Total Bond Market Index |
Fidelity U.S. Bond Index |
Domestic Equity |
|
Current Fund: |
Mapping To: |
Columbia Contrarian Core Instl3 |
AB Large Cap Growth (50%)Vanguard Equity Income (50%) |
Vanguard Institutional Index Fund |
Fidelity 500 Index |
Fidelity Extended Market Index |
Fidelity Mid Cap Index Fund (65%)Fidelity Small Cap Index Fund (35%) |
Eaton Vance Atlanta Capital Smid Cap R6 |
Hartford Mid Cap R6 |
International and Specialty Equity |
|
Current Fund: |
Mapping To: |
Vanguard FTSE All World ex US Index |
MFS Inst International Equity |
PIMCO All Asset Fund Instl |
Vanguard Target Date Funds (based on age chart below) |
Retirement Date Funds - Age Mapping Default Chart:
Retirement Date Funds - Age Mapping Default Chart: |
Year in which you turn 65 |
|
Vanguard Institutional Target Retirement 2065 |
1/1/2063 |
and later |
Vanguard Institutional Target Retirement 2060 |
1/1/2058 |
12/31/2062 |
Vanguard Institutional Target Retirement 2055 |
1/1/2053 |
12/31/2057 |
Vanguard Institutional Target Retirement 2050 |
1/1/2048 |
12/31/2052 |
Vanguard Institutional Target Retirement 2045 |
1/1/2043 |
12/31/2047 |
Vanguard Institutional Target Retirement 2040 |
1/1/2038 |
12/31/2042 |
Vanguard Institutional Target Retirement 2035 |
1/1/2033 |
12/31/2037 |
Vanguard Institutional Target Retirement 2030 |
1/1/2028 |
12/31/2032 |
Vanguard Institutional Target Retirement 2025 |
1/1/2023 |
12/31/2027 |
Vanguard Institutional Target Retirement 2020 |
1/1/2018 |
12/31/2022 |
Vanguard Institutional Target Retirement 2015 |
1/1/2013 |
12/31/2017 |
Vanguard Institutional Target Retirement Income |
12/31/2012 |
and earlier |