Dell Inc 401k Savings
NAME | TICKER | ACTION | DATE | REMOVE |
---|---|---|---|---|
Fidelity Extended Market Index Fund Investor Class | FSEMX | was added by johnpeters2277 | 6/27/2018 7:43:21 PM | |
Kinetics Paradigm Fund No Load Class | WWNPX | was removed by bmurphy | 12/28/2017 10:30:32 AM | |
Kinetics Paradigm Fund No Load Class | WWNPX | was added by bmurphy | 12/8/2014 8:21:46 AM | |
Fidelity Freedom K Income Fund | FFKAX | was added by bmurphy | 11/18/2013 6:37:18 PM | |
Fidelity Freedom K 2055 Fund | FDENX | was added by bmurphy | 11/18/2013 6:36:59 PM | |
Fidelity Freedom K 2045 Fund | FFKGX | was added by bmurphy | 11/18/2013 6:36:42 PM | |
Fidelity Freedom K 2035 Fund | FKTHX | was added by bmurphy | 11/18/2013 6:36:23 PM | |
Fidelity Freedom K 2025 Fund | FKTWX | was added by bmurphy | 11/18/2013 6:36:01 PM | |
Fidelity Freedom K 2015 Fund | FKVFX | was added by bmurphy | 11/18/2013 6:35:40 PM | |
Fidelity Asset Manager 85% Fund | FAMRX | was added by bmurphy | 11/18/2013 6:31:18 PM | |
Harbor International Fund Institutional Class | HAINX | was added by bmurphy | 11/18/2013 6:27:59 PM | |
Fidelity Investment Grade Bond Fund | FBNDX | was added by bmurphy | 11/18/2013 6:20:19 PM | |
Vanguard International Value Fund Investor Shares | VTRIX | was added by bmurphy | 11/18/2013 6:18:10 PM | |
iShares MSCI EAFE ETF | EFA | was added by bmurphy | 11/18/2013 6:17:29 PM | |
iShares MSCI EAFE ETF | EFA | was removed by bmurphy | 11/18/2013 6:17:02 PM | |
iShares MSCI EAFE ETF | EFA | was added by bmurphy | 11/18/2013 6:16:52 PM | |
iShares MSCI Emerging Markets ETF | EEM | was added by bmurphy | 11/18/2013 6:16:11 PM | |
Vanguard Extended Market Index Fund Institutional Shares | VIEIX | was added by bmurphy | 11/18/2013 6:15:39 PM | |
iShares Russell 2000 Growth ETF | IWO | was added by bmurphy | 11/18/2013 6:14:47 PM | |
iShares Russell 2000 Value ETF | IWN | was added by bmurphy | 11/18/2013 6:14:10 PM | |
iShares Russell 1000 Value ETF | IWD | was added by bmurphy | 11/18/2013 6:13:38 PM | |
iShares Russell 1000 Growth ETF | IWF | was added by bmurphy | 11/18/2013 6:13:04 PM | |
iShares Russell 3000 ETF | IWV | was added by bmurphy | 11/18/2013 6:12:24 PM | |
PIMCO Real Return Fund Class A | PRTNX | was added by bmurphy | 11/18/2013 6:11:19 PM | |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | was added by bmurphy | 11/18/2013 6:02:10 PM | |
iShares Core 1-5 Year USD Bond ETF | ISTB | was added by bmurphy | 11/18/2013 6:01:10 PM | |
Dodge & Cox International Stock Fund | DODFX | was removed by bmurphy | 11/18/2013 5:50:53 PM | |
US Cash / Money Market | USCASH | was added by bmurphy | 11/18/2013 5:50:46 PM | |
Acadian Emerging Markets Portfolio Institutional Class | AEMGX | was removed by bmurphy | 11/18/2013 5:50:26 PM | |
Vanguard Extended Market Index Fund Institutional Shares | VIEIX | was removed by bmurphy | 11/18/2013 5:50:22 PM | |
Neuberger Berman Genesis Fund Institutional Class | NBGIX | was removed by bmurphy | 11/18/2013 5:50:16 PM | |
American Funds EuroPacific Growth Fund Class R-5 | RERFX | was removed by bmurphy | 11/18/2013 5:50:12 PM | |
American Funds The Growth Fund of America Class R-5 | RGAFX | was removed by bmurphy | 11/18/2013 5:50:09 PM | |
PIMCO Total Return Fund Institutional Class | PTTRX | was removed by bmurphy | 11/18/2013 5:50:05 PM | |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | was removed by bmurphy | 11/18/2013 5:50:01 PM | |
Vanguard Prime Money Market Fund Admiral Shares | VMRXX | was removed by bmurphy | 11/18/2013 5:49:57 PM | |
Vanguard FTSE All-World ex-US Index Fund Institutional Shares | VFWSX | was removed by bmurphy | 11/18/2013 5:49:54 PM | |
Dell Inc. | DELL | was removed by bmurphy | 11/18/2013 5:49:48 PM | |
Dodge & Cox Balanced Fund | DODBX | was removed by bmurphy | 11/18/2013 5:49:31 PM | |
Hartford Global Real Asset Fund Class A | HRLAX | was removed by bmurphy | 11/18/2013 5:49:28 PM | |
Dodge & Cox Stock Fund | DODGX | was removed by bmurphy | 11/18/2013 5:49:22 PM | |
Goldman Sachs Short Duration Government Fund Institutional Shares | GSTGX | was removed by bmurphy | 11/18/2013 5:49:17 PM | |
AMG TimesSquare Small Cap Growth Fund Class I | TSCIX | was removed by bmurphy | 11/18/2013 5:49:12 PM | |
BlackRock Index Equity Portfolio Institutional Shares | PNIEX | was removed by Deleted User | 10/8/2013 4:32:59 PM | |
AMG TimesSquare Small Cap Growth Fund Class I | TSCIX | was added by bmurphy | 3/30/2012 2:56:31 PM | |
Goldman Sachs Short Duration Government Fund Institutional Shares | GSTGX | was added by bmurphy | 3/30/2012 2:55:49 PM | |
Dodge & Cox Stock Fund | DODGX | was added by bmurphy | 3/30/2012 2:53:01 PM | |
BlackRock Index Equity Portfolio Institutional Shares | PNIEX | was added by bmurphy | 3/30/2012 2:52:44 PM | |
Hartford Global Real Asset Fund Class A | HRLAX | was added by bmurphy | 3/30/2012 2:52:26 PM | |
Dodge & Cox Balanced Fund | DODBX | was added by bmurphy | 3/30/2012 2:34:00 PM | |
Dell Inc. | DELL | was added by reedcote | 3/30/2012 11:36:16 AM | |
Vanguard FTSE All-World ex-US Index Fund Institutional Shares | VFWSX | was added by reedcote | 3/30/2012 11:36:16 AM | |
Dodge & Cox International Stock Fund | DODFX | was added by reedcote | 3/30/2012 11:36:15 AM | |
Acadian Emerging Markets Portfolio Institutional Class | AEMGX | was added by reedcote | 3/30/2012 11:36:15 AM | |
Vanguard Extended Market Index Fund Institutional Shares | VIEIX | was added by reedcote | 3/30/2012 11:36:15 AM | |
Neuberger Berman Genesis Fund Institutional Class | NBGIX | was added by reedcote | 3/30/2012 11:36:15 AM | |
American Funds EuroPacific Growth Fund Class R-5 | RERFX | was added by reedcote | 3/30/2012 11:36:15 AM | |
American Funds The Growth Fund of America Class R-5 | RGAFX | was added by reedcote | 3/30/2012 11:36:15 AM | |
PIMCO Total Return Fund Institutional Class | PTTRX | was added by reedcote | 3/30/2012 11:36:15 AM | |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | was added by reedcote | 3/30/2012 11:36:15 AM | |
Vanguard Prime Money Market Fund Admiral Shares | VMRXX | was added by reedcote | 3/30/2012 11:36:15 AM |
COMMENTS
Help
bmurphy3/30/2012 2:52:11 PM
Some plan options are private funds which are being proxied within Kivalia. Specifically we are proxying "Balanced Fund" with DODBX, "Balanced Real Asset Fund" with HRLAX, "Equity Index Fund" with PNIEX, "Large Cap Value" by DODGX, "Short Duration Bond Fund" by GDFIX, and "Small Cap Growth" by TSCIX.
bmurphy3/30/2012 2:54:17 PM
Short Duration Bond Fund proxied by GDIAX, not GDFIX.
bmurphy3/30/2012 2:56:20 PM
Scratch that! Short Duration Bond Fund proxied by GSTGX, not GDIAX or GDFIX.
Deleted User10/8/2013 4:34:34 PM
Removed BlackRock Index Equity fund (PNIEX), the fund does not seem to be trading any longer.
bmurphy11/18/2013 6:37:39 PM
Updated the models to reflect new investment options.
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