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Board keeps two funds on watch for Investment Policy violations
NAPA COUNTY DEFERRED COMPENSATION BOARD of CONTROL · February 19, 2026
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Summary
The board retained MFS Mid Cap Growth R6 and DFA Real Estate Securities I on the plan watchlist after review for violating the Investment Policy Statement; no further action was taken.
The Deferred Compensation Board reviewed funds that had been placed on watch after violating the plan’s Investment Policy Statement and voted to keep them on watch. The two funds reviewed were MFS Mid Cap Growth R6 and DFA Real Estate Securities I.
Board members did not move to remove either fund from watch and took no additional action at this meeting. Staff and consultants will continue to monitor these funds and report back as appropriate.
