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Chase Vista Funds
(aka: Chase Vista Funds (formerly Vista Family of Mutual Funds))
Vendor General Information

This Vendor Page has not been approved by Chase Vista Funds,
but the information provided should be useful to you.

Landing Pages

Product and Fee Information

Click the link(s) below for information on Chase Vista Funds (formerly Vista Family of Mutual Funds) products:

Marketing Information

Investment products of Chase Vista Funds (formerly Vista Family of Mutual Funds) are marketed using the following approaches:

Helpful Employee Resources

If available, CCC has linked the vendor's educational resources below:

To Be Determined

 

Employers for which Chase Vista Funds (aka: Chase Vista Funds (formerly Vista Family of Mutual Funds)) is Eligible to Receive Contributions

Important: The list below represents those Employers in whose 403(b) Plans Chase Vista Funds (formerly Vista Family of Mutual Funds) holds an Active Payroll Slot:

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Important: The list below represents those Employers in whose 403(b) Plans Chase Vista Funds (formerly Vista Family of Mutual Funds) holds an Inactive Payroll Slot:

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Employers for which Chase Vista Funds (formerly Vista Family of Mutual Funds) is Eligible to Receive Exchanges, Transfers, and Rollovers

Important: The list below represents those Employers in whose 403(b) Plans Chase Vista Funds (formerly Vista Family of Mutual Funds) is eligible to receive exchanges, transfers, and rollover contributions because Chase Vista Funds (formerly Vista Family of Mutual Funds) has signed

Employers for which Chase Vista Funds (formerly Vista Family of Mutual Funds) is an Orphaned Vendor

An Orphaned Vendor is a Vendor that received contributions under the Plan during the period 1/1/2005 through 12/31/2008, but has not and will not receive Contributions, Exchanges, Transfers, or Rollover Contributions into Accounts under the Plan after 12/31/2008. The list below represents those Employers in whose 403(b) Plans Chase Vista Funds (formerly Vista Family of Mutual Funds) is classified as an Orphaned Vendor:

Employers for which Chase Vista Funds (formerly Vista Family of Mutual Funds) is a Deselected Vendor

Important: A Deselected Vendor is a vendor that held an Active or Inactive Payroll Slot an employer's 403(b) Plan and received contributions after 12/31/2008, but the vendor is no longer eligible to receive contributions in the plan. The list below represents the employer 403(b) plans where Chase Vista Funds (formerly Vista Family of Mutual Funds) is a Deselected Vendor.

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Employers for which Chase Vista Funds (formerly Vista Family of Mutual Funds) is a Grandfathered Vendor

Important: The list below represents those Employers in whose 403(b) Plans Chase Vista Funds (formerly Vista Family of Mutual Funds) is classified as a Grandfathered Contribution Vendor:

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Important: The list below represents those Employers in whose 403(b) Plans Chase Vista Funds (formerly Vista Family of Mutual Funds) is classified as a Grandfathered Exchange Vendor:

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