MPDE
NAME | TICKER | ACTION | DATE | REMOVE |
---|---|---|---|---|
AMG Managers Montag & Caldwell Growth Fund Class N | MCGFX | was removed by bmurphy | 8/28/2015 11:52:57 AM | |
Vanguard Target Retirement 2060 Fund Investor Shares | VTTSX | was added by bmurphy | 8/28/2015 11:48:54 AM | |
Vanguard Target Retirement 2055 Fund Investor Shares | VFFVX | was added by bmurphy | 8/28/2015 11:48:41 AM | |
Vanguard Target Retirement 2050 Fund Investor Shares | VFIFX | was added by bmurphy | 8/28/2015 11:48:30 AM | |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | was added by bmurphy | 8/28/2015 11:48:15 AM | |
Vanguard Target Retirement 2040 Fund Investor Shares | VFORX | was added by bmurphy | 8/28/2015 11:48:04 AM | |
Vanguard Target Retirement 2035 Fund Investor Shares | VTTHX | was added by bmurphy | 8/28/2015 11:47:54 AM | |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | was added by bmurphy | 8/28/2015 11:47:37 AM | |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | was added by bmurphy | 8/28/2015 11:47:21 AM | |
Vanguard Target Retirement 2020 Fund Investor Shares | VTWNX | was added by bmurphy | 8/28/2015 11:47:11 AM | |
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | was added by bmurphy | 8/28/2015 11:46:52 AM | |
Vanguard Small-Cap Index Fund Admiral Shares | VSMAX | was added by bmurphy | 8/28/2015 11:46:36 AM | |
Vanguard Short-Term Bond Index Fund Admiral Shares | VBIRX | was added by bmurphy | 8/28/2015 11:46:24 AM | |
Vanguard Target Retirement Income Fund Investor Shares | VTINX | was added by bmurphy | 8/28/2015 11:46:07 AM | |
Vanguard Mid-Cap Index Fund Admiral Shares | VIMAX | was added by bmurphy | 8/28/2015 11:45:53 AM | |
Vanguard Total Stock Market Index Fund Admiral Shares | VTSAX | was added by bmurphy | 8/28/2015 11:45:38 AM | |
Vanguard 500 Index Fund Admiral Class | VFIAX | was added by bmurphy | 8/28/2015 11:45:24 AM | |
Vanguard Total Bond Market Index Fund Admiral Shares | VBTLX | was added by bmurphy | 8/28/2015 11:45:13 AM | |
Vanguard Total International Stock Index Fund Admiral Shares | VTIAX | was added by bmurphy | 8/28/2015 11:44:50 AM | |
Thornburg Value Fund Class R5 | TVRRX | was removed by bmurphy | 8/28/2015 11:44:22 AM | |
Prudential Jennison 20/20 Focus Fund Class Z | PTWZX | was removed by bmurphy | 8/28/2015 11:44:17 AM | |
Invesco Charter Fund Class A | CHTRX | was removed by bmurphy | 8/28/2015 11:44:12 AM | |
PIMCO Total Return Fund Class A | PTTAX | was removed by bmurphy | 8/28/2015 11:44:08 AM | |
Franklin High Income Fund Class R | FHIRX | was removed by bmurphy | 8/28/2015 11:44:04 AM | |
Oppenheimer Gold & Special Minerals Fund Class A | OPGSX | was removed by bmurphy | 8/28/2015 11:43:59 AM | |
Oppenheimer Developing Markets Fund Class A | ODMAX | was removed by bmurphy | 8/28/2015 11:43:54 AM | |
Franklin Conservative Allocation Fund Class R | FTCRX | was removed by bmurphy | 8/28/2015 11:43:51 AM | |
Rydex Inverse S&P 500 Strategy Fund Investor Class | RYURX | was removed by bmurphy | 8/28/2015 11:43:43 AM | |
Federated Kaufmann Fund Class A Shares | KAUAX | was removed by bmurphy | 8/28/2015 11:43:38 AM | |
Kinetics Paradigm Fund Advisor Class A | KNPAX | was removed by bmurphy | 8/28/2015 11:43:34 AM | |
American Century Zero Coupon 2025 Fund Investor Class | BTTRX | was removed by bmurphy | 8/28/2015 11:43:29 AM | |
American Century Zero Coupon 2020 Fund Investor Class | BTTTX | was removed by bmurphy | 8/28/2015 11:43:25 AM | |
Columbia Value and Restructuring Fund Class Z | UMBIX | was removed by bmurphy | 8/28/2015 11:43:21 AM | |
US Cash / Money Market | USCASH | was removed by bmurphy | 8/28/2015 11:43:15 AM | |
Permanent Portfolio Permanent Portfolio Class I | PRPFX | was removed by bmurphy | 8/28/2015 11:43:10 AM | |
Baron Small Cap Fund Retail Class | BSCFX | was removed by bmurphy | 8/28/2015 11:43:06 AM | |
American Century Investments One Choice 2025 Portfolio R Class | ARWRX | was removed by bmurphy | 8/28/2015 11:43:01 AM | |
Victory Global Natural Resources Fund Class A | RSNRX | was removed by bmurphy | 1/14/2014 10:23:06 AM | |
American Century Zero Coupon 2015 Fund Investor Class | BTFTX | was removed by bmurphy | 1/14/2014 10:23:00 AM | |
American Century Investments One Choice 2020 Portfolio R Class | ARBRX | was removed by bmurphy | 1/28/2013 9:53:13 AM | |
American Century One Choice 2015 Portfolio R Class | ARFRX | was removed by bmurphy | 1/28/2013 9:53:06 AM | |
American Century Investments One Choice 2030 Portfolio R Class | ARCRX | was removed by bmurphy | 1/28/2013 9:53:02 AM | |
American Century Investments One Choice 2035 Portfolio R Class | ARYRX | was removed by bmurphy | 1/28/2013 9:52:57 AM | |
American Century Investments One Choice 2040 Portfolio R Class | ARDRX | was removed by bmurphy | 1/28/2013 9:52:53 AM | |
American Century Investments One Choice 2045 Portfolio R Class | ARORX | was removed by bmurphy | 1/28/2013 9:52:46 AM | |
American Century Investments One Choice 2050 Portfolio R Class | ARFWX | was removed by bmurphy | 1/28/2013 9:52:38 AM | |
American Century Investments One Choice 2055 Portfolio R Class | AREOX | was removed by bmurphy | 1/28/2013 9:52:31 AM | |
American Century Investments One Choice 2055 Portfolio R Class | AREOX | was added by bmurphy | 9/18/2012 2:58:19 PM | |
American Century Investments One Choice 2050 Portfolio R Class | ARFWX | was added by bmurphy | 9/18/2012 2:58:08 PM | |
American Century Investments One Choice 2045 Portfolio R Class | ARORX | was added by bmurphy | 9/18/2012 2:56:44 PM | |
American Century Investments One Choice 2040 Portfolio R Class | ARDRX | was added by bmurphy | 9/18/2012 2:56:28 PM | |
American Century Investments One Choice 2035 Portfolio R Class | ARYRX | was added by bmurphy | 9/18/2012 2:56:15 PM | |
American Century Investments One Choice 2030 Portfolio R Class | ARCRX | was added by bmurphy | 9/18/2012 2:56:04 PM | |
American Century Investments One Choice 2025 Portfolio R Class | ARWRX | was added by bmurphy | 9/18/2012 2:55:49 PM | |
American Century One Choice 2015 Portfolio R Class | ARFRX | was added by bmurphy | 9/18/2012 2:55:38 PM | |
American Century Investments One Choice 2020 Portfolio R Class | ARBRX | was added by bmurphy | 9/18/2012 2:55:17 PM | |
American Century Investments One Choice 2025 Portfolio Investor Class | ARWIX | was removed by bmurphy | 9/18/2012 2:54:59 PM | |
American Century Investments One Choice 2025 Portfolio Investor Class | ARWIX | was added by bmurphy | 2/18/2012 1:25:20 PM | |
Baron Small Cap Fund Retail Class | BSCFX | was added by bmurphy | 2/18/2012 1:25:01 PM | |
Permanent Portfolio Permanent Portfolio Class I | PRPFX | was added by bmurphy | 2/18/2012 1:24:05 PM | |
Fidelity Investments Money Market Funds Money Market Portfolio Class I | FMPXX | was removed by bmurphy | 2/18/2012 1:23:08 PM | |
US Cash / Money Market | USCASH | was added by bmurphy | 2/18/2012 1:22:05 PM | |
Victory Global Natural Resources Fund Class A | RSNRX | was added by bmurphy | 11/8/2011 12:10:05 PM | |
Federated Kaufmann Fund Class A Shares | KAUAX | was added by bmurphy | 11/8/2011 12:10:05 PM | |
Kinetics Paradigm Fund Advisor Class A | KNPAX | was added by bmurphy | 11/8/2011 12:10:05 PM | |
American Century Zero Coupon 2025 Fund Investor Class | BTTRX | was added by bmurphy | 11/8/2011 12:10:05 PM | |
American Century Zero Coupon 2020 Fund Investor Class | BTTTX | was added by bmurphy | 11/8/2011 12:10:05 PM | |
Columbia Value and Restructuring Fund Class Z | UMBIX | was added by bmurphy | 11/8/2011 12:10:05 PM | |
American Century Zero Coupon 2015 Fund Investor Class | BTFTX | was added by bmurphy | 11/8/2011 12:10:05 PM | |
AMG Managers Montag & Caldwell Growth Fund Class N | MCGFX | was added by bmurphy | 11/8/2011 12:10:04 PM | |
Thornburg Value Fund Class R5 | TVRRX | was added by bmurphy | 11/8/2011 12:10:04 PM | |
Prudential Jennison 20/20 Focus Fund Class Z | PTWZX | was added by bmurphy | 11/8/2011 12:10:04 PM | |
Invesco Charter Fund Class A | CHTRX | was added by bmurphy | 11/8/2011 12:10:04 PM | |
PIMCO Total Return Fund Class A | PTTAX | was added by bmurphy | 11/8/2011 12:10:04 PM | |
Franklin High Income Fund Class R | FHIRX | was added by bmurphy | 11/8/2011 12:10:04 PM | |
Oppenheimer Gold & Special Minerals Fund Class A | OPGSX | was added by bmurphy | 11/8/2011 12:10:04 PM | |
Oppenheimer Developing Markets Fund Class A | ODMAX | was added by bmurphy | 11/8/2011 12:10:04 PM | |
Franklin Conservative Allocation Fund Class R | FTCRX | was added by bmurphy | 11/8/2011 12:10:04 PM | |
Rydex Inverse S&P 500 Strategy Fund Investor Class | RYURX | was added by bmurphy | 11/8/2011 12:10:04 PM | |
Fidelity Investments Money Market Funds Money Market Portfolio Class I | FMPXX | was added by bmurphy | 11/8/2011 12:10:04 PM |
COMMENTS
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bmurphy2/18/2012 1:25:59 PM
2/18/12 - added a few funds to round out the entire plan. Plan is exactly complete as of today.
bmurphy9/18/2012 2:58:57 PM
9/18/12 - plan is up to date as of 9/18/12. Added a handful of American Century LiveStrong target date funds.
bmurphy1/28/2013 9:52:04 AM
1/27/13 - removing a number of American Century Livestrong funds. All but 2025 is being removed, as they are no longer in the plan.
bmurphy1/14/2014 10:22:46 AM
Removed American Century Zero Coupon 2015 & RS Natural Resources A as they are no longer in the plan.
bmurphy8/28/2015 11:49:38 AM
Replaced all funds offered through the Expertplan platform with the investment options available through ForUsAll (Lincoln Trust).
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