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Fund Trading Restrictions and Redemption Fees

Some funds available through Kentucky Deferred Comp (KDC) maintain or are subject to trading restrictions and charge redemption fees to help prevent excessive short-term or disruptive trading. Frequent trading drives up fund costs and potentially reduces fund performance. These policies are intended to protect the interests of KDC Plan participants who are investing for long-term retirement goals. Additional trading restrictions and redemption fees may be added at any time.

Please note the following trading restrictions and redemption fees:

Maximum four trades per rolling 30-day period – These funds are designated as restricted funds and thereby, limited to four (4) trades (purchases or sales) per rolling 30-day period per restricted fund. Failure to adhere to these limits may result in additional trading restrictions.

  • Aberdeen Emerging Markets Institutional Fund
  • American Funds EuroPacific Growth (R6)
  • DFA International Small Company Fund (I)
  • Dodge & Cox International Fund
  • Federated US Government Securities: 2-5 Yrs (Institutional)

Purchase Block – This fund imposes a purchase block. Please consult fund prospectus for details.

  • American Funds EuroPacific Growth (R6)
  • T. Rowe Price Institutional Mid-Cap Equity Growth Fund

Fixed Contract Fund 3 balances are restricted from being moved directly into the Federated Prime Obligations Money Market or the Federated US Government Securities Fund 2-5 years.

NRW-3738KY-KY
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NRW-2913AO.1
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