John Hancock 401(k)
NAME | TICKER | ACTION | DATE | REMOVE |
---|---|---|---|---|
Vanguard Growth Index Fund Admiral Shares | VIGAX | was added by bmurphy | 1/18/2016 3:59:43 PM | |
Vanguard Growth Index Fund Signal Shares | VIGSX | was removed by bmurphy | 1/18/2016 3:59:34 PM | |
GMO International Large/Mid Cap Equity Fund Class III | GMIEX | was added by bmurphy | 7/13/2014 9:07:07 PM | |
GMO International Large/Mid Cap Equity Fund Class III | GMIEX | was removed by bmurphy | 7/13/2014 9:06:42 PM | |
Franklin Balance Sheet Investment Fund Class A | FRBSX | was removed by bmurphy | 7/13/2014 9:06:28 PM | |
Columbia Global Equity Value Fund Class A | IEVAX | was removed by bmurphy | 7/13/2014 9:06:15 PM | |
Fidelity Advisor New Insights Fund Class T | FNITX | was removed by bmurphy | 7/13/2014 9:06:02 PM | |
Vanguard Explorer Fund Investor Class | VEXPX | was removed by bmurphy | 7/13/2014 9:05:43 PM | |
JHancock Select Growth A | RGROX | was removed by bmurphy | 7/13/2014 9:05:31 PM | |
Turner Large Growth Fund Investor Class | TCGFX | was removed by bmurphy | 7/13/2014 9:05:19 PM | |
Prudential Jennison 20/20 Focus Fund Class Z | PTWZX | was removed by bmurphy | 7/13/2014 9:05:05 PM | |
AMG Managers Brandywine Blue Fund Class S | BLUEX | was removed by bmurphy | 7/13/2014 9:04:51 PM | |
Fidelity Advisor Leveraged Company Stock Fund Class T | FLSTX | was removed by bmurphy | 7/13/2014 9:04:39 PM | |
Columbia Value and Restructuring Fund Class Z | UMBIX | was removed by bmurphy | 7/13/2014 9:04:27 PM | |
Fidelity Investments Money Market Funds Money Market Portfolio Class I | FMPXX | was removed by bmurphy | 7/13/2014 9:04:12 PM | |
JHFunds2 Large Cap 1 | JILPX | was removed by bmurphy | 7/13/2014 9:04:01 PM | |
JHVIT International Eq Idx Tr A Ser I | JEIEX | was removed by bmurphy | 7/13/2014 9:03:50 PM | |
JHVIT 500 Index Trust Ser I | JEINX | was removed by bmurphy | 7/13/2014 9:03:36 PM | |
JHVIT Total Bond Market Trust A Ser I | JEBNX | was removed by bmurphy | 7/13/2014 9:03:26 PM | |
PIMCO Real Return Fund Administrative Class | PARRX | was removed by bmurphy | 7/13/2014 9:03:08 PM | |
PIMCO Total Return Fund Administrative Class | PTRAX | was removed by bmurphy | 7/13/2014 9:02:54 PM | |
American Funds The Bond Fund of America Class R-5 | RBFFX | was removed by bmurphy | 7/13/2014 9:02:43 PM | |
American Funds American High-Income Trust Class R-5 | RITFX | was removed by bmurphy | 7/13/2014 9:02:31 PM | |
was removed by bmurphy | 7/13/2014 9:02:19 PM | |||
Vanguard Short-Term Federal Fund Investor Shares | VSGBX | was removed by bmurphy | 7/13/2014 9:02:05 PM | |
Vanguard Value Index Fund Signal Shares | VVISX | was removed by bmurphy | 7/13/2014 9:01:49 PM | |
Vanguard Energy Fund Investor Shares | VGENX | was removed by bmurphy | 7/13/2014 9:01:31 PM | |
Eaton Vance Large-Cap Value Fund Class A | EHSTX | was removed by bmurphy | 7/13/2014 9:01:17 PM | |
Vanguard Short-Term Federal Fund Admiral Shares | VSGDX | was added by bmurphy | 7/13/2014 8:34:27 PM | |
John Hancock Variable Insurance Trust Total Bond Market Trust B Series I | JTBMX | was added by bmurphy | 7/13/2014 8:34:00 PM | |
PIMCO Total Return Fund Class A | PTTAX | was added by bmurphy | 7/13/2014 8:33:11 PM | |
PIMCO Real Return Fund Class A | PRTNX | was added by bmurphy | 7/13/2014 8:32:23 PM | |
John Hancock Funds U.S. Growth Fund Class 1 | JHUPX | was added by bmurphy | 7/13/2014 8:30:32 PM | |
Fidelity Advisor New Insights Fund Class A | FNIAX | was added by bmurphy | 7/13/2014 8:29:43 PM | |
John Hancock Variable Insurance Trust 500 Index Trust B Series I | JFIVX | was added by bmurphy | 7/13/2014 8:28:43 PM | |
John Hancock Variable Insurance Trust Utilities Trust Series I | JEUTX | was added by bmurphy | 7/13/2014 8:27:58 PM | |
JHancock Select Growth R6 | RGRUX | was added by bmurphy | 7/13/2014 8:26:35 PM | |
Vanguard Mid-Cap Value ETF | VOE | was added by bmurphy | 7/13/2014 8:25:57 PM | |
John Hancock Funds Disciplined Value Fund Class R5 | JDVVX | was added by bmurphy | 7/13/2014 8:25:30 PM | |
Invesco International Growth Fund R5 Class | AIEVX | was added by bmurphy | 7/13/2014 8:24:53 PM | |
John Hancock Variable Insurance Trust Small Cap Value Trust Series I | JESVX | was added by bmurphy | 7/13/2014 8:24:39 PM | |
Vanguard Small Cap Value Index Fund Admiral Shares | VSIAX | was added by bmurphy | 7/13/2014 8:23:32 PM | |
Vanguard Mid-Cap Growth ETF | VOT | was added by bmurphy | 7/13/2014 8:22:25 PM | |
Vanguard Explorer Fund Admiral Shares | VEXRX | was added by bmurphy | 7/13/2014 8:20:28 PM | |
John Hancock Variable Insurance Trust International Equity Index Trust B Series I | JIEQX | was added by bmurphy | 7/13/2014 8:19:22 PM | |
Vanguard Small-Cap Growth Index Fund Admiral Shares | VSGAX | was added by bmurphy | 7/13/2014 8:18:42 PM | |
Fidelity Advisor Leveraged Company Stock Fund Class A | FLSAX | was added by bmurphy | 7/13/2014 8:16:53 PM | |
Vanguard Energy Fund Admiral Shares | VGELX | was added by bmurphy | 7/13/2014 8:16:34 PM | |
John Hancock Funds Retirement Living through 2050 Portfolio Class 1 | JLKOX | was added by bmurphy | 7/13/2014 8:12:46 PM | |
John Hancock Variable Insurance Trust Small Cap Value Trust Series I | JESVX | was removed by Kivalia | 7/5/2012 9:06:44 AM | |
ClearBridge Aggressive Growth Fund Class I | SAGYX | was added by kivalia | 1/21/2012 10:56:26 PM | |
Fidelity Advisor New Insights Fund Class T | FNITX | was added by kivalia | 1/21/2012 10:56:26 PM | |
Fidelity Contrafund Fund | FCNTX | was added by kivalia | 1/21/2012 10:56:26 PM | |
American Funds The Growth Fund of America Class R-5 | RGAFX | was added by kivalia | 1/21/2012 10:56:26 PM | |
Vanguard Growth Index Fund Signal Shares | VIGSX | was added by kivalia | 1/21/2012 10:56:26 PM | |
JHancock Select Growth A | RGROX | was added by kivalia | 1/21/2012 10:56:26 PM | |
John Hancock II Capital Appreciation Fund Class 1 | JICPX | was added by kivalia | 1/21/2012 10:56:26 PM | |
John Hancock Funds Blue Chip Growth Fund Class 1 | JIBCX | was added by kivalia | 1/21/2012 10:56:26 PM | |
AMG Managers Brandywine Blue Fund Class S | BLUEX | was added by kivalia | 1/21/2012 10:56:26 PM | |
Turner Large Growth Fund Investor Class | TCGFX | was added by kivalia | 1/21/2012 10:56:26 PM | |
Prudential Jennison 20/20 Focus Fund Class Z | PTWZX | was added by kivalia | 1/21/2012 10:56:26 PM | |
Eaton Vance Large-Cap Value Fund Class A | EHSTX | was added by kivalia | 1/21/2012 10:56:26 PM | |
Columbia Value and Restructuring Fund Class Z | UMBIX | was added by kivalia | 1/21/2012 10:56:26 PM | |
DFA International Value Portfolio Institutional Class | DFIVX | was added by kivalia | 1/21/2012 10:56:25 PM | |
John Hancock II International Small Cap Fund Class 1 | JIIMX | was added by kivalia | 1/21/2012 10:56:25 PM | |
DFA Emerging Markets Value Portfolio Institutional Class | DFEVX | was added by kivalia | 1/21/2012 10:56:25 PM | |
was added by kivalia | 1/21/2012 10:56:25 PM | |||
John Hancock Variable Insurance Trust Fundamental All Cap Core Trust Series I | JEQAX | was added by kivalia | 1/21/2012 10:56:25 PM | |
Invesco Small Cap Growth Fund Class A | GTSAX | was added by kivalia | 1/21/2012 10:56:25 PM | |
John Hancock Funds New Opportunities Fund Class 1 | JISOX | was added by kivalia | 1/21/2012 10:56:25 PM | |
T. Rowe Price Small-Cap Value Fund Advisor Class | PASVX | was added by kivalia | 1/21/2012 10:56:25 PM | |
Vanguard Explorer Fund Investor Class | VEXPX | was added by kivalia | 1/21/2012 10:56:25 PM | |
John Hancock Variable Insurance Trust Small Cap Growth Trust Series I | JESGX | was added by kivalia | 1/21/2012 10:56:25 PM | |
American Funds Investment Company of America Class R-5 | RICFX | was added by kivalia | 1/21/2012 10:56:25 PM | |
Davis New York Venture Fund Class A | NYVTX | was added by kivalia | 1/21/2012 10:56:25 PM | |
JHFunds2 Large Cap 1 | JILPX | was added by kivalia | 1/21/2012 10:56:25 PM | |
Victory Diversified Stock Fund Class A | SRVEX | was added by kivalia | 1/21/2012 10:56:25 PM | |
Domini Social Equity Fund Institutional Class | DIEQX | was added by kivalia | 1/21/2012 10:56:25 PM | |
American Funds Washington Mutual Investors Fund Class R-5 | RWMFX | was added by kivalia | 1/21/2012 10:56:25 PM | |
Franklin Mutual Beacon Fund Class Z | BEGRX | was added by kivalia | 1/21/2012 10:56:25 PM | |
Vanguard Value Index Fund Signal Shares | VVISX | was added by kivalia | 1/21/2012 10:56:25 PM | |
Columbia Global Equity Value Fund Class A | IEVAX | was added by kivalia | 1/21/2012 10:56:25 PM | |
Fidelity Investments Money Market Funds Money Market Portfolio Class I | FMPXX | was added by kivalia | 1/21/2012 10:56:25 PM | |
T. Rowe Price Equity Income Fund Advisor Class | PAFDX | was added by kivalia | 1/21/2012 10:56:25 PM | |
John Hancock II International Value Fund Class 1 | JIVIX | was added by kivalia | 1/21/2012 10:56:24 PM | |
GMO International Large/Mid Cap Equity Fund Class III | GMIEX | was added by kivalia | 1/21/2012 10:56:24 PM | |
Templeton World Fund Class A | TEMWX | was added by kivalia | 1/21/2012 10:56:24 PM | |
John Hancock Funds International Growth Fund Class 1 | GOIOX | was added by kivalia | 1/21/2012 10:56:24 PM | |
American Funds EuroPacific Growth Fund Class R-5 | RERFX | was added by kivalia | 1/21/2012 10:56:24 PM | |
American Funds Capital World Growth and Income Fund Class R-5 | RWIFX | was added by kivalia | 1/21/2012 10:56:24 PM | |
JHVIT International Eq Idx Tr A Ser I | JEIEX | was added by kivalia | 1/21/2012 10:56:24 PM | |
Vanguard Small Capitalization Value Index Fund Investor Shares | VISVX | was added by kivalia | 1/21/2012 10:56:24 PM | |
DFA U.S. Targeted Value Portfolio Institutional Class | DFFVX | was added by kivalia | 1/21/2012 10:56:24 PM | |
Royce Opportunity Fund Investment Class | RYPNX | was added by kivalia | 1/21/2012 10:56:24 PM | |
Franklin Small-Mid Cap Growth Fund Class A | FRSGX | was added by kivalia | 1/21/2012 10:56:24 PM | |
American Century Heritage Fund Investor Class | TWHIX | was added by kivalia | 1/21/2012 10:56:24 PM | |
John Hancock II Mid Cap Stock Fund Class 1 | JIMSX | was added by kivalia | 1/21/2012 10:56:24 PM | |
Fidelity Advisor Leveraged Company Stock Fund Class T | FLSTX | was added by kivalia | 1/21/2012 10:56:24 PM | |
John Hancock Variable Insurance Trust Mid Value Trust Series I | JEMUX | was added by kivalia | 1/21/2012 10:56:24 PM | |
Franklin Balance Sheet Investment Fund Class A | FRBSX | was added by kivalia | 1/21/2012 10:56:24 PM | |
John Hancock Variable Insurance Trust Value Trust Series I | JEVLX | was added by kivalia | 1/21/2012 10:56:24 PM | |
John Hancock Variable Insurance Trust Small Cap Value Trust Series I | JESVX | was added by kivalia | 1/21/2012 10:56:24 PM | |
Keeley Small Cap Value Fund Class A | KSCVX | was added by kivalia | 1/21/2012 10:56:24 PM | |
DFA U.S. Small Cap Portfolio Institutional Class | DFSTX | was added by kivalia | 1/21/2012 10:56:24 PM | |
American Funds U.S. Government Securities Fund Class R-5 | RGVFX | was added by kivalia | 1/21/2012 10:56:23 PM | |
PIMCO Total Return Fund Administrative Class | PTRAX | was added by kivalia | 1/21/2012 10:56:23 PM | |
John Hancock II Core Bond Fund Class 1 | JICDX | was added by kivalia | 1/21/2012 10:56:23 PM | |
American Funds The Bond Fund of America Class R-5 | RBFFX | was added by kivalia | 1/21/2012 10:56:23 PM | |
John Hancock Funds II Active Bond Fund Class 1 | JIADX | was added by kivalia | 1/21/2012 10:56:23 PM | |
Oppenheimer International Growth Fund Class Y | OIGYX | was added by kivalia | 1/21/2012 10:56:23 PM | |
American Funds New World Fund Class R-5 | RNWFX | was added by kivalia | 1/21/2012 10:56:23 PM | |
American Funds SMALLCAP World Fund Class R-5 | RSLFX | was added by kivalia | 1/21/2012 10:56:23 PM | |
American Funds New Perspective Fund Class R-5 | RNPFX | was added by kivalia | 1/21/2012 10:56:23 PM | |
Oppenheimer Global Fund Class Fund Class Y | OGLYX | was added by kivalia | 1/21/2012 10:56:23 PM | |
Franklin Founding Funds Allocation Fund Advisor Class | FFAAX | was added by kivalia | 1/21/2012 10:56:23 PM | |
American Funds Capital Income Builder Class R-5 | RIRFX | was added by kivalia | 1/21/2012 10:56:23 PM | |
American Funds The Income Fund of America Class R-5 | RIDFX | was added by kivalia | 1/21/2012 10:56:23 PM | |
American Funds American Balanced Fund Class R-5 | RLBFX | was added by kivalia | 1/21/2012 10:56:23 PM | |
BlackRock Global Allocation Fund, Inc. Institutional Shares | MALOX | was added by kivalia | 1/21/2012 10:56:23 PM | |
PIMCO All Asset Fund Administrative Class | PAALX | was added by kivalia | 1/21/2012 10:56:23 PM | |
John Hancock II Core Fundamental Holdings Fund Class 1 | JAFOX | was added by kivalia | 1/21/2012 10:56:23 PM | |
John Hancock Variable Insurance Trust Small Cap Index Trust Series I | JESIX | was added by kivalia | 1/21/2012 10:56:23 PM | |
Oppenheimer Developing Markets Fund Class Y | ODVYX | was added by kivalia | 1/21/2012 10:56:23 PM | |
Franklin Mutual Global Discovery Fund Class Z | MDISX | was added by kivalia | 1/21/2012 10:56:23 PM | |
John Hancock Funds Retirement Living through 2015 Portfolio Class 1 | JLBOX | was added by kivalia | 1/21/2012 10:56:22 PM | |
John Hancock Funds Retirement Living through 2020 Portfolio Class 1 | JLDOX | was added by kivalia | 1/21/2012 10:56:22 PM | |
John Hancock Variable Insurance Trust Financial Industries Trust Series I | JEFSX | was added by kivalia | 1/21/2012 10:56:22 PM | |
John Hancock Variable Insurance Trust Science & Technology Trust Series I | JESTX | was added by kivalia | 1/21/2012 10:56:22 PM | |
T. Rowe Price Science and Technology Fund Advisor Class | PASTX | was added by kivalia | 1/21/2012 10:56:22 PM | |
Vanguard Energy Fund Investor Shares | VGENX | was added by kivalia | 1/21/2012 10:56:22 PM | |
John Hancock Funds Natural Resources Fund Class 1 | JINRX | was added by kivalia | 1/21/2012 10:56:22 PM | |
John Hancock II Real Estate Securities Fund Class 1 | JIREX | was added by kivalia | 1/21/2012 10:56:22 PM | |
JHVIT Total Bond Market Trust A Ser I | JEBNX | was added by kivalia | 1/21/2012 10:56:22 PM | |
JHVIT 500 Index Trust Ser I | JEINX | was added by kivalia | 1/21/2012 10:56:22 PM | |
John Hancock Variable Insurance Trust Total Stock Market Index Trust Series I | JETSX | was added by kivalia | 1/21/2012 10:56:22 PM | |
John Hancock Variable Insurance Trust Mid Cap Index Trust Series I | JECIX | was added by kivalia | 1/21/2012 10:56:22 PM | |
T. Rowe Price Health Sciences Fund | PRHSX | was added by kivalia | 1/21/2012 10:56:22 PM | |
MFS Utilities Fund Class R3 | MMUHX | was added by kivalia | 1/21/2012 10:56:22 PM | |
Vanguard Short-Term Federal Fund Investor Shares | VSGBX | was added by kivalia | 1/21/2012 10:56:22 PM | |
John Hancock II Invest Quality Bond Fund Class 1 | JIQBX | was added by kivalia | 1/21/2012 10:56:22 PM | |
John Hancock II High Yield Fund Class 1 | JIHDX | was added by kivalia | 1/21/2012 10:56:22 PM | |
John Hancock Variable Insurance Trust Strategic Income Opportunities Trust Series I | JESNX | was added by kivalia | 1/21/2012 10:56:22 PM | |
T. Rowe Price Spectrum Income Fund | RPSIX | was added by kivalia | 1/21/2012 10:56:22 PM | |
PIMCO Real Return Fund Administrative Class | PARRX | was added by kivalia | 1/21/2012 10:56:22 PM | |
US Cash / Money Market | USCASH | was added by kivalia | 1/21/2012 10:56:21 PM | |
John Hancock Funds Retirement Living through 2045 Portfolio Class 1 | JLJOX | was added by kivalia | 1/21/2012 10:56:21 PM | |
John Hancock Funds Lifestyle Conservative Portfolio Class 1 | JILCX | was added by kivalia | 1/21/2012 10:56:21 PM | |
John Hancock II U.S. High Yield Bond Fund Class 1 | JIHLX | was added by kivalia | 1/21/2012 10:56:21 PM | |
American Funds American High-Income Trust Class R-5 | RITFX | was added by kivalia | 1/21/2012 10:56:21 PM | |
PIMCO Global Bond (Unhedged) Fund Administrative Class | PADMX | was added by kivalia | 1/21/2012 10:56:21 PM | |
Oppenheimer International Bond Fund Class Y | OIBYX | was added by kivalia | 1/21/2012 10:56:21 PM | |
American Funds Capital World Bond Fund Class R-5 | RCWFX | was added by kivalia | 1/21/2012 10:56:21 PM | |
John Hancock Funds Retirement Living through 2040 Portfolio Class 1 | JLIOX | was added by kivalia | 1/21/2012 10:56:21 PM | |
John Hancock Funds Retirement Living through 2035 Portfolio Class 1 | JLHOX | was added by kivalia | 1/21/2012 10:56:21 PM | |
John Hancock Funds Retirement Living through 2030 Portfolio Class 1 | JLFOX | was added by kivalia | 1/21/2012 10:56:21 PM | |
John Hancock Funds Retirement Living through 2025 Portfolio Class 1 | JLEOX | was added by kivalia | 1/21/2012 10:56:21 PM | |
John Hancock Funds Lifestyle Moderate Portfolio Class 1 | JILMX | was added by kivalia | 1/21/2012 10:56:21 PM | |
John Hancock Funds Lifestyle Balanced Portfolio Class 1 | JILBX | was added by kivalia | 1/21/2012 10:56:21 PM | |
John Hancock Funds Lifestyle Growth Portfolio Class 1 | JILGX | was added by kivalia | 1/21/2012 10:56:21 PM | |
John Hancock Funds Lifestyle Aggressive Portfolio Class 1 | JILAX | was added by kivalia | 1/21/2012 10:56:21 PM | |
John Hancock Funds Retirement Living through 2010 Portfolio Class 1 | JLAOX | was added by kivalia | 1/21/2012 10:56:21 PM |
COMMENTS
Help
bmurphy7/13/2014 9:07:45 PM
Plan is correct as of 7/14/14. Fees are probably understated on Kivalia as these are all "wrapped" insurance products.
Have the investment options in your plan changed? Edit your plan & get updated advice.