The City of Aurora, CO, with the assistance of an independent consulting firm, Innovest Portfolio Solutions, LLC, recently assessed the current investment options available in your Plan and identified opportunities to enhance the lineup and reduce the expenses within the investment options being offered. We're excited to bring you an updated investment lineup.
What to expect
On October 18, 2021, two new investment options will be added to your investment lineup:
|New Fund (Ticker):
||Gross Expense Ratio:
|American Funds 2065 Target Date Retirement Fund - Class R6 (RFVTX)
|Vanguard Small Cap Value Index Fund - Admiral Shares (VSIAX)
Additionally, the following change will also be made to your investment lineup:
|Assets invested in and contributions to:
||Will be directed to:
|Diamond Hill Small Cap - Y Shares (DHSYX)
||Vanguard Small Cap Value Index Fund - Admiral Shares (VSIAX)
No action is required. These changes will be made to your investment lineup. If you'd like to invest your assets in another replacement investment other than what's indicated above, you can do so before 2 p.m. Mountain time on October 15, 2021.
We're here to help
If you have any questions or need additional information, contact our solutions center at 877-677-3678. Our specialists are available Monday through Friday, 6 a.m. to 9 p.m. and Saturday, 7 a.m. to 4 p.m. Mountain time.