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New investment manager in certain inVEST portfolios

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Virginia529 is adding the DFA Investment Dimensions Group Inc. Emerging Markets Core Equity Portfolio to the list of underlying investments for nine inVEST portfolios.

Funding of the DFA Emerging Markets Core Equity Portfolio will begin March 28, 2016 using existing assets of the impacted inVEST portfolios. In the transition, Virginia529 will reallocate approximately half of the funds currently invested in the Aberdeen Emerging Market Equity Fund to the DFA Emerging Markets Core Equity Portfolio.

New monies invested in the impacted inVEST portfolios will be allocated to the DFA Emerging Markets Core Equity Portfolio beginning April 1, 2016.

The affected portfolios are six age-based portfolios and three static portfolios:

                                                                                                                                                                                                                                                 

Age-Based Portfolios
Rappahannock Alleghany
James River Chesapeake
Eastern Shore Potomac

                                                                                                                                                                                                       

Actively-Managed Static Portfolios
Active Aggressive
Active Moderate
Active Conservative

 

For more information on DFA Investment Dimensions Group Inc. and the impacted portfolios, see Supplement #2 of the inVEST Program Description.

 

» inVEST Program Description


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