Infinera 401(K) Plan
NAME | TICKER | ACTION | DATE | REMOVE |
---|---|---|---|---|
Oppenheimer International Small-Mid Company Fund Class Y | OSMYX | was removed by bmurphy | 1/30/2019 12:18:05 PM | |
Oppenheimer International Small-Mid Company Fund Class I | OSCIX | was added by bmurphy | 1/30/2019 12:17:53 PM | |
Templeton Global Bond Fund Class R6 | FBNRX | was added by bmurphy | 1/30/2019 12:09:01 PM | |
Templeton Global Bond Fund Class R6 | FBNRX | was removed by bmurphy | 1/30/2019 12:08:54 PM | |
Fidelity Government Money Market Fund | SPAXX | was added by bmurphy | 5/13/2018 6:26:05 PM | |
Templeton Global Bond Fund Advisor Class | TGBAX | was removed by bmurphy | 5/13/2018 6:25:43 PM | |
Templeton Global Bond Fund Class R6 | FBNRX | was added by bmurphy | 5/13/2018 6:25:28 PM | |
Loomis Sayles Bond Fund Institutional Class | LSBDX | was removed by bmurphy | 5/13/2018 6:25:08 PM | |
Loomis Sayles Bond Fund Class N | LSBNX | was added by bmurphy | 5/13/2018 6:24:50 PM | |
Oppenheimer Developing Markets Fund Class Y | ODVYX | was removed by bmurphy | 5/13/2018 6:24:37 PM | |
Oppenheimer Developing Markets Fund Class I | ODVIX | was added by bmurphy | 5/13/2018 6:24:29 PM | |
Undiscovered Managers Behavioral Value Fund Select Class | UBVSX | was removed by bmurphy | 5/13/2018 6:24:03 PM | |
Undiscovered Managers Behavioral Value Fund Class R6 | UBVFX | was added by bmurphy | 5/13/2018 6:23:52 PM | |
Putnam Equity Income Fund Class Y | PEIYX | was removed by bmurphy | 5/13/2018 6:23:39 PM | |
Putnam Equity Income Fund Class R6 | PEQSX | was added by bmurphy | 5/13/2018 6:23:22 PM | |
Victory Sycamore Established Value Fund Class R | GETGX | was removed by bmurphy | 5/13/2018 6:23:04 PM | |
Victory Sycamore Established Value Fund Class R6 | VEVRX | was added by bmurphy | 5/13/2018 6:22:30 PM | |
Goldman Sachs Mid Cap Value Fund Institutional Class | GSMCX | was removed by bmurphy | 5/10/2017 12:11:09 PM | |
Fidelity Advisor Leveraged Company Stock Fund I Class | FLVIX | was removed by bmurphy | 5/10/2017 12:11:01 PM | |
Victory Sycamore Established Value Fund Class R | GETGX | was added by bmurphy | 1/23/2017 1:20:41 PM | |
Fidelity 500 Index Fund Institutional Class | FXSIX | was added by bmurphy | 1/23/2017 1:16:34 PM | |
Fidelity 500 Index Fund Premium Class | FUSVX | was removed by bmurphy | 1/23/2017 1:16:26 PM | |
Putnam Capital Opportunities Fund Class R5 | POPDX | was removed by bmurphy | 1/23/2017 1:16:13 PM | |
Fidelity Advisor Small Cap Fund I Class | FSCIX | was removed by bmurphy | 1/23/2017 1:16:05 PM | |
T. Rowe Price Retirement 2060 Fund Advisor Class | TRRYX | was added by bmurphy | 9/11/2016 10:58:06 PM | |
Fidelity Money Market Trust Retirement Government Money Market II Portfolio | FRTXX | was added by bmurphy | 4/25/2016 12:11:54 PM | |
Templeton Global Bond Fund Advisor Class | TGBAX | was added by bmurphy | 4/25/2016 12:11:54 PM | |
Loomis Sayles Bond Fund Institutional Class | LSBDX | was added by bmurphy | 4/25/2016 12:11:54 PM | |
Fidelity Advisor Government Income Fund Class I | FVIIX | was added by bmurphy | 4/25/2016 12:11:54 PM | |
US Cash / Money Market | USCASH | was added by bmurphy | 4/25/2016 12:11:54 PM | |
T. Rowe Price Retirement 2055 Fund Advisor Class | PAROX | was added by bmurphy | 4/25/2016 12:11:54 PM | |
T. Rowe Price Retirement 2050 Fund Advisor Class | PARFX | was added by bmurphy | 4/25/2016 12:11:54 PM | |
T. Rowe Price Retirement 2045 Fund Advisor Class | PARLX | was added by bmurphy | 4/25/2016 12:11:53 PM | |
T. Rowe Price Retirement 2040 Fund Advisor Class | PARDX | was added by bmurphy | 4/25/2016 12:11:53 PM | |
T. Rowe Price Retirement 2035 Fund Advisor Class | PARKX | was added by bmurphy | 4/25/2016 12:11:53 PM | |
T. Rowe Price Retirement 2020 Fund Advisor Class | PARBX | was added by bmurphy | 4/25/2016 12:11:53 PM | |
T. Rowe Price Retirement 2015 Fund Advisor Class | PARHX | was added by bmurphy | 4/25/2016 12:11:53 PM | |
T. Rowe Price Retirement 2010 Fund Advisor Class | PARAX | was added by bmurphy | 4/25/2016 12:11:53 PM | |
T. Rowe Price Retirement 2030 Fund Advisor Class | PARCX | was added by bmurphy | 4/25/2016 12:11:53 PM | |
T. Rowe Price Retirement 2025 Fund Advisor Class | PARJX | was added by bmurphy | 4/25/2016 12:11:53 PM | |
Fidelity Small Cap Index Fund Premium Class | FSSVX | was added by bmurphy | 4/25/2016 12:11:52 PM | |
T. Rowe Price Retirement 2005 Fund Advisor Class | PARGX | was added by bmurphy | 4/25/2016 12:11:52 PM | |
Oppenheimer International Small-Mid Company Fund Class Y | OSMYX | was added by bmurphy | 4/25/2016 12:11:52 PM | |
Oppenheimer Developing Markets Fund Class Y | ODVYX | was added by bmurphy | 4/25/2016 12:11:52 PM | |
Fidelity Advisor International Discovery Fund Class I | FIADX | was added by bmurphy | 4/25/2016 12:11:52 PM | |
Undiscovered Managers Behavioral Value Fund Select Class | UBVSX | was added by bmurphy | 4/25/2016 12:11:52 PM | |
Putnam Capital Opportunities Fund Class R5 | POPDX | was added by bmurphy | 4/25/2016 12:11:52 PM | |
Fidelity Advisor Small Cap Fund I Class | FSCIX | was added by bmurphy | 4/25/2016 12:11:51 PM | |
Fidelity Mid Cap Index Fund Premium Class | FSCKX | was added by bmurphy | 4/25/2016 12:11:51 PM | |
Goldman Sachs Mid Cap Value Fund Institutional Class | GSMCX | was added by bmurphy | 4/25/2016 12:11:51 PM | |
Fidelity Advisor Leveraged Company Stock Fund I Class | FLVIX | was added by bmurphy | 4/25/2016 12:11:51 PM | |
American Century Heritage Fund Investor Class | TWHIX | was added by bmurphy | 4/25/2016 12:11:51 PM | |
Fidelity 500 Index Fund Premium Class | FUSVX | was added by bmurphy | 4/25/2016 12:11:51 PM | |
Putnam Equity Income Fund Class Y | PEIYX | was added by bmurphy | 4/25/2016 12:11:51 PM | |
Fidelity Advisor New Insights Fund Class I | FINSX | was added by bmurphy | 4/25/2016 12:11:51 PM |
COMMENTS
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bmurphy4/25/2016 12:12:09 PM
Plan is exactly correct, except for missing TRP Retirement 2060 ADV (Ticker: TRRYX).
bmurphy9/11/2016 10:58:19 PM
Plan is exactly correct as of today.
bmurphy1/23/2017 1:22:08 PM
Plan up to date as of 1/23/17. Needed to make a few changes to do so.
bmurphy5/10/2017 12:13:05 PM
Removed FLVIX and GSMCX from fund lineup. Plan is exactly correct except for GETGX being used as a proxy for VEVRX.
bmurphy5/10/2017 12:13:06 PM
Removed FLVIX and GSMCX from fund lineup. Plan is exactly correct except for GETGX being used as a proxy for VEVRX.
bmurphy1/30/2019 12:19:40 PM
A number of funds are wrong class. Following need to be added to database: trpcx, trpjx, trpdx, trpmx, trpkx, trplx, trpnx, trpfx, trpax, trfgx, trbrx, trphx, fzanx, athdx, fzaix.
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