 |
|
|
|
| |
 |
Are there restrictions or fees
when I trade between my investment options? |
|
| |
|
|
| |
 |
The following investment
options have restrictions and/or fees:
- Fidelity Diversified International Fund - Due to
restrictions imposed by Fidelity, a 1% fee will apply to all
redemptions made from this fund for any shares held less than 30
calendar days.
- Vanguard Institutional Developed Markets Index Fund
- Due to restrictions imposed by Vanguard, a 2% fee will apply to
all redemptions made from this fund for any shares held less than
60 calendar days.
- All Vanguard Funds - Participants who transfer
money out of these funds are not permitted to transfer money back
into the same Vanguard fund for 60 calendar days.
- Legg Mason, Dodge & Cox Balanced, and Dodge
& Cox Income Funds -These funds have a restriction designed to
address excessive trading and market timing practices. For more
details, contact an MSRS Representative at 1-800-657-5757, option3.
- SIF Fixed Interest Account - You may not transfer
balances directly to the SIF Money Market Account. Balances must be
transferred to another investment option and then after 90 days may
be transferred to the SIF Money Market Account.
Please consider the investment objectives,
risks, fees and expenses
carefully before investing. For this and other important information
you may obtain mutual fund prospectuses and disclosure documents
from your registered representative. For prospectuses related to
investments
in your Self-Directed Brokerage (SDB) account, contact
TD AMERITRADE at 1-866-766-4015. Read them carefully before
investing.
|
|
|