Watch List
The Savings Plus Watch List is based on recommendations from and discussions with our consultants who help Savings Plus staff monitor our investment managers. When warranted, an investment manager is placed on the Watch List and may be removed from our investment lineup.
Savings Plus Watch List
Goldman Sachs Small Cap Growth (Savings Plus Small Cap Fund) was placed on the Watch List in May 2022, Criteria #1.
Ceredex Large Cap Value (Savings Plus Large Cap Fund) was placed on the Watch List in February 2023, Criteria #1.
MFS Large Cap Growth Growth (Savings Plus Large Cap Fund) was placed on the Watch List in February 2023, Criteria #1.
Savings Plus Watch List Criteria
An investment fund that fails to satisfy any of the above (or combination of the above) may be removed from the Savings Plus investment lineup or placed on the Watch List.
For more Watch List criteria, please review our Investment Policy Statement.