Funding Options

However you picture your future, the right retirement savings vehicle can help you get started.

Mutual Fund Select Portfolios

The Kenosha County 457(b) Deferred Compensation Plan (“Plan”) is a voluntary plan that allows employees to set aside a portion of their salary each year on a pre-tax basis through payroll deductions. The Plan offers the Mutual Fund Select Portfolios (“MFSP”), a mutual fund platform offered by Metropolitan Life Insurance Company. MFSP allows you to invest in mutual funds by selecting from a list of mutual funds chosen by your employer (or a third party appointed by your employer).

Mutual Fund Name  Asset Class  Ticker Fund Fact Sheet Prospectus

Fidelity® Blue Chip Growth

Large Cap Funds

FBGRX

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AMERICAN FUNDS AMERICAN BALANCED R6  

Balanced

RLBGX

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AMERICAN FUNDS NEW WORLD R6  

International Funds

RNWGX

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DAVIS FINANCIAL Y  

Specialty

DVFYX

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Delaware Value® Inst

Large Cap Funds

DDVIX

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DFA ENHANCED US LARGE COMPANY I  

Large Cap Funds

DFELX

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DFA US Targeted Value I

Small Cap 

DFFVX

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Touchstone Mid Cap Y

Mid Cap Funds

TMCPX

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Fidelity Advisor® Real Estate Income I

Real Estate

FRIRX

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Fidelity Advisor®  Small Cap Growth I

Small Cap Funds 

FCIGX

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GOLDMAN SACHS INTERNATIONAL T/M EQ INSTL 

International Funds

GHTMX

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Invesco Gold & Special Minerals Y Fund

Specialty

OGMYX

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JPMORGAN MID CAP GROWTH R6  

Mid Cap Funds

JMGMX

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LOOMIS SAYLES INVESTMENT GRADE BOND Y  

Bond

LSIIX

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PIMCO StocksPLUS® Intl (USD-Hdgd) Inst  

International Funds

PISIX

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PRUDENTIAL JENNISON UTILITY Z  

Specialty

PRUZX

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RELIANCE METLIFE SERIES 25053 CL 0  

Fixed

N/A

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N/A

T. ROWE PRICE BALANCED FUND  

Asset Allocation

TRRIX

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T. ROWE PRICE GLOBAL TECHNOLOGY  

Specialty

PRGTX

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T. ROWE PRICE RETIREMENT 2010

Asset Allocation

TRRAX

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T. ROWE PRICE RETIREMENT 2015

Asset Allocation

TRRGX

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T. ROWE PRICE RETIREMENT 2020 

Asset Allocation

TRRBX

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T. ROWE PRICE RETIREMENT 2025 

Asset Allocation

TRRHX

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T. ROWE PRICE RETIREMENT 2030 

Asset Allocation

TRRCX

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T. ROWE PRICE RETIREMENT 2035

Asset Allocation

TRRJX

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T. ROWE PRICE RETIREMENT 2040 

Asset Allocation

TRRDX

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T. ROWE PRICE RETIREMENT 2045 

Asset Allocation

TRRKX

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T. ROWE PRICE RETIREMENT 2050 

Asset Allocation

TRRMX

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T. ROWE PRICE RETIREMENT 2055 

Asset Allocation

TRRNX

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T. ROWE PRICE RETIREMENT 2060

Asset Allocation

TRRLX

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VANGUARD 500 INDEX ADMIRAL  

Large Cap Funds

VFIAX

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VANGUARD ENERGY INDEX ADM  

Specialty

VENAX

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VANGUARD EXTENDED MARKET IDX ADM 

Mid Cap Funds 

VEXAX

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VANGAURD MID CAP VALUE INDEX

Mid Cap Funds 

VMVIX

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VANGUARD SMALL CAP INDEX ADM 

Small Cap Funds 

VSMAX

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WELLS FARGO SPECIAL MID-CAP VALUE

Mid Cap Funds

WFPRX

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Mutual funds are sold by prospectus, which is available from your registered representative. Please carefully consider investment objectives, risks, charges, and expenses before investing. For this and other information about any mutual fund investment please obtain a prospectus and read it carefully before you invest. Investment return and principal value will fluctuate with changes in market conditions such that shares may be worth more or less than original cost when redeemed. Diversification cannot eliminate the risk of investment losses, and past mutual fund performance is not a guarantee of future results.

MetLife, its agents, and representatives may not give legal advice. You should consult with and rely on your own independent legal advisors regarding your particular set of facts and circumstances. Withdrawals are subject to ordinary income taxes. Withdrawals before age 59½ where permitted are generally subject to a 10% tax penalty.

MetLife and/or its affiliates ("MetLife") receive fees for providing administrative and recordkeeping services.  The fees may be deducted directly from the Participant's account, be paid for by the Employer, be paid from the Plan assets and/or paid from the fees deducted from Participant account values allocated to the mutual funds available under the Plan.  The fees can vary based upon the mutual funds that are available in the Plan and Plan Participants’ asset allocations.  Because different mutual funds pay different rates of compensation and rates of mutual fund compensation are subject to change from time to time, compensation received by MetLife varies based on the rates of compensation in effect from time to time.  MetLife may receive a finder’s fee from certain fund companies, which is additional compensation to MetLife.  MetLife may also impose separate transactional fees for certain Participant elected transactions that will be charged directly to Plan Participants unless paid by the Employer or the Plan.  MetLife may increase the annual administrative service fee charged to Participants’ accounts. MetLife may also pay a portion of the fees it collects to an entity that is designated as a directed trustee or directed custodian of the Plan; or to a third party administrator, or third party investment advisor.  MetLife may receive payments for administrative services provided under the third party investment advisory services. MetLife also receives compensation for administrative services on annuities that are issued by unaffiliated insurance companies. MetLife also receives fees with respect to annuities it issues, according to the terms of the annuity contracts and prospectuses, if applicable.   If you would like more information on the compensation that MetLife receives, contact your Employer. MetLife may realize a profit from any of the fees described above.

The plan document governs the terms of the plan and is available from your employer. In general, if any conflicts occur between this material and the plan documents provided by your employer that define the plan, the plan documents will govern.

Any discussion of taxes is for general informational purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax or accounting advice. Clients should confer with their qualified legal, tax and accounting advisors as appropriate.

MetLife refers to Metropolitan Life Insurance Company (MLIC), 200 Park Avenue, New York, NY 10166. MetLife Investors Distribution Company (MLIDC) (member FINRA), New York, NY 10166, makes available participation in mutual fund options through its Mutual Fund Select Portfolios, for certain retirement plans. You may enroll and participate in the Mutual Fund Select Portfolios through your retirement plan. Both MLIC and MLIDC are MetLife companies.