Name change: Calvert Equity Income Fund becomes Calvert Global Equity Income Fund.  More information

Name change: Calvert Large Cap Value Fund becomes Calvert Global Value Fund.  More information

The Discovery Fund will reopen to new retirement plans and retirement plan platforms on October 1, 2015. Retirement plans are defined as 401(k), 457, profit sharing and money purchase pension, defined benefit, target benefit, and non-qualified deferred compensation plans.  More information

Effective 8/6/15, Goldman Sachs Technology Tollkeeper Fund will change its name changed to Goldman Sachs Technology Opportunities.  More information

Effective September 1, 2015, all of the issued and outstanding BlackRock Shares of each Fund listed in the chart attached will be redesigned as Class K Shares.  More information

Effective September 1st , Oppenheimer Small- & Mid-Cap Value Fund will change its name to Oppenheimer Mid Cap Value.  More information

Effective August 03, 2015 Oppenheimer Flexible Strategies Fund will change its name to Oppenheimer Fundamental Alternatives Fund.  More information

The PIMCO RealRetirement® 2015 Fund announces fund distribution, reorganization and name change effective January 13th, 2015.  More information

Effective March 27, 2015, the American Century One Choice 2015 Portfolio will combine into the American Century In Retirement Portfolio.  More information

Update: The following has been approved. The Federated GNMA Trust will reorganize into Federated Gov’t Income Trust on 1/23/15.  More information