Amerisourcebergen Employee Investment Plan
NAME | TICKER | ACTION | DATE | REMOVE |
---|---|---|---|---|
US Cash / Money Market | USCASH | was added by brian | 6/17/2020 11:45:37 AM | |
AmerisourceBergen Corp. | ABC | was added by brian | 6/17/2020 11:45:20 AM | |
Western Asset Core Plus Bond Fund Class IS | WAPSX | was added by brian | 6/17/2020 11:45:04 AM | |
JPMorgan Equity Income Fund Class R6 | OIEJX | was added by brian | 6/17/2020 11:44:00 AM | |
Fidelity U.S. Bond Index | FXNAX | was added by brian | 6/17/2020 11:43:46 AM | |
Fidelity Freedom 2060 Fund Class K | FNSFX | was added by brian | 6/17/2020 11:43:31 AM | |
Fidelity Growth Company Fund Class K | FGCKX | was added by brian | 6/17/2020 11:43:17 AM | |
Invesco Diversified Dividend Fund Class R6 | LCEFX | was removed by brian | 6/17/2020 11:43:02 AM | |
Voya SmallCap Opportunities Fund Class R6 | ISOZX | was removed by brian | 6/17/2020 11:42:34 AM | |
AmerisourceBergen Corp. | ABC | was removed by brad_owen | 5/29/2018 7:08:50 AM | |
AllianzGI NFJ Dividend Value Fund Institutional Class | NFJEX | was removed by brad_owen | 5/29/2018 7:08:46 AM | |
Fidelity Growth Company Fund Class K | FGCKX | was removed by brad_owen | 5/29/2018 7:08:43 AM | |
Columbia Mid Cap Index Fund Class Z | NMPAX | was removed by brad_owen | 5/29/2018 7:08:28 AM | |
Fidelity Low-Priced Stock Fund | FLPSX | was removed by brad_owen | 5/29/2018 7:08:24 AM | |
JPMorgan U.S. Equity Fund Institutional Class | JMUEX | was removed by brad_owen | 5/29/2018 7:08:18 AM | |
US Cash / Money Market | USCASH | was removed by brad_owen | 5/29/2018 7:08:15 AM | |
Columbia Small Cap Index Fund Class Z | NMSCX | was removed by brad_owen | 5/29/2018 7:08:09 AM | |
Voya SmallCap Opportunities Fund Class I | NSPIX | was removed by brad_owen | 5/29/2018 7:07:59 AM | |
American Funds EuroPacific Growth Fund Class R-5 | RERFX | was removed by brad_owen | 5/29/2018 7:07:43 AM | |
Victory Munder Mid-Cap Core Growth Fund Class Y | MGOYX | was removed by brad_owen | 5/29/2018 7:07:23 AM | |
Fidelity U.S. Bond Index Fund Premium Class | FSITX | was removed by brad_owen | 5/29/2018 7:06:47 AM | |
PIMCO Total Return Fund Institutional Class | PTTRX | was removed by brad_owen | 5/29/2018 7:06:40 AM | |
American Funds EuroPacific Growth Fund Class R-6 | RERGX | was added by brad_owen | 5/29/2018 7:04:56 AM | |
Voya SmallCap Opportunities Fund Class R6 | ISOZX | was added by brad_owen | 5/29/2018 7:04:40 AM | |
Victory Sycamore Small Company Opportunity Fund Class I | VSOIX | was added by brad_owen | 5/29/2018 7:04:24 AM | |
Vanguard Small-Cap Index Fund Institutional Shares | VSCIX | was added by brad_owen | 5/29/2018 7:04:02 AM | |
Wells Fargo Special Mid Cap Value Fund - Class R6 | WFPRX | was added by brad_owen | 5/29/2018 7:03:29 AM | |
Vanguard Mid-Cap Index Fund Institutional Shares | VMCIX | was added by brad_owen | 5/29/2018 7:03:09 AM | |
Janus Enterprise Fund Class N | JDMNX | was added by brad_owen | 5/29/2018 7:02:48 AM | |
JPMorgan U.S. Equity Fund Class R6 | JUEMX | was added by brad_owen | 5/29/2018 7:02:19 AM | |
Invesco Diversified Dividend Fund Class R6 | LCEFX | was added by brad_owen | 5/29/2018 7:01:35 AM | |
Fidelity U.S. Bond Index Fund Premium Class | FSITX | was added by sat_1031 | 9/19/2013 12:40:34 PM | |
PIMCO Total Return Fund Institutional Class | PTTRX | was added by sat_1031 | 9/19/2013 12:40:34 PM | |
Fidelity Freedom K Income Fund | FFKAX | was added by sat_1031 | 9/19/2013 12:40:34 PM | |
Fidelity Freedom K 2055 Fund | FDENX | was added by sat_1031 | 9/19/2013 12:40:34 PM | |
Fidelity Freedom K 2050 Fund | FFKHX | was added by sat_1031 | 9/19/2013 12:40:34 PM | |
Fidelity Freedom K 2045 Fund | FFKGX | was added by sat_1031 | 9/19/2013 12:40:34 PM | |
Fidelity Freedom K 2040 Fund | FFKFX | was added by sat_1031 | 9/19/2013 12:40:34 PM | |
Fidelity Freedom K 2035 Fund | FKTHX | was added by sat_1031 | 9/19/2013 12:40:34 PM | |
Fidelity Freedom K 2030 Fund | FFKEX | was added by sat_1031 | 9/19/2013 12:40:34 PM | |
Fidelity Freedom K 2025 Fund | FKTWX | was added by sat_1031 | 9/19/2013 12:40:34 PM | |
Fidelity Freedom K 2020 Fund | FFKDX | was added by sat_1031 | 9/19/2013 12:40:34 PM | |
Fidelity Freedom K 2015 Fund | FKVFX | was added by sat_1031 | 9/19/2013 12:40:33 PM | |
Fidelity Freedom K 2010 Fund | FFKCX | was added by sat_1031 | 9/19/2013 12:40:33 PM | |
Fidelity Freedom K 2005 Fund | FFKVX | was added by sat_1031 | 9/19/2013 12:40:33 PM | |
Fidelity Freedom K 2000 | FFKBX | was added by sat_1031 | 9/19/2013 12:40:33 PM | |
Fidelity Global ex U.S. Index Fund Premium Class | FSGDX | was added by sat_1031 | 9/19/2013 12:40:33 PM | |
American Funds EuroPacific Growth Fund Class R-5 | RERFX | was added by sat_1031 | 9/19/2013 12:40:33 PM | |
Voya SmallCap Opportunities Fund Class I | NSPIX | was added by sat_1031 | 9/19/2013 12:40:33 PM | |
Victory Munder Mid-Cap Core Growth Fund Class Y | MGOYX | was added by sat_1031 | 9/19/2013 12:40:33 PM | |
Columbia Small Cap Index Fund Class Z | NMSCX | was added by sat_1031 | 9/19/2013 12:40:33 PM | |
Fidelity Low-Priced Stock Fund | FLPSX | was added by sat_1031 | 9/19/2013 12:40:32 PM | |
Columbia Mid Cap Index Fund Class Z | NMPAX | was added by sat_1031 | 9/19/2013 12:40:32 PM | |
Fidelity 500 Index Fund Institutional Class | FXSIX | was added by sat_1031 | 9/19/2013 12:40:32 PM | |
JPMorgan U.S. Equity Fund Institutional Class | JMUEX | was added by sat_1031 | 9/19/2013 12:40:32 PM | |
Fidelity Growth Company Fund Class K | FGCKX | was added by sat_1031 | 9/19/2013 12:40:32 PM | |
AllianzGI NFJ Dividend Value Fund Institutional Class | NFJEX | was added by sat_1031 | 9/19/2013 12:40:32 PM | |
AmerisourceBergen Corp. | ABC | was added by sat_1031 | 9/19/2013 12:40:32 PM | |
US Cash / Money Market | USCASH | was added by sat_1031 | 9/19/2013 12:40:32 PM |
COMMENTS
Help
brian6/17/2020 11:46:42 AM
Plan is updated with options shown in 2019 11-K. Missing one asset - Virtus KAR Small-Cap Growth Fund Class R6 (VRSGX). All other options correct.
Have the investment options in your plan changed? Edit your plan & get updated advice.