Comcast Corporation Retirement-Investment Plan
NAME | TICKER | ACTION | DATE | REMOVE |
---|---|---|---|---|
Fidelity Global ex U.S. Index Fund Premium Class | FSGDX | was added by brian | 12/6/2019 11:35:56 AM | |
Fidelity Global ex U.S. Index Fund Institutional Class | FSGSX | was removed by brian | 12/6/2019 11:35:37 AM | |
US Cash / Money Market | USCASH | was added by brian | 12/6/2019 11:22:55 AM | |
Fidelity Global ex U.S. Index Fund Institutional Class | FSGSX | was added by brian | 12/6/2019 11:21:08 AM | |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | was added by brian | 12/6/2019 11:20:41 AM | |
Vanguard FTSE All-World ex-US Index Fund Admiral Shares | VFWAX | was removed by brian | 12/6/2019 11:17:40 AM | |
US Cash / Money Market | USCASH | was removed by brian | 12/6/2019 11:17:19 AM | |
BlackRock Equity Dividend Fund Institutional Shares | MADVX | was removed by brian | 12/6/2019 11:17:04 AM | |
Comcast Corporation | CMCSK | was removed by brian | 12/6/2019 11:16:51 AM | |
Vanguard Target Retirement 2010 Fund Investor Shares | VTENX | was removed by brian | 12/6/2019 11:16:44 AM | |
PIMCO Total Return Fund Institutional Class | PTTRX | was removed by brian | 12/6/2019 11:16:35 AM | |
BNY Mellon Bond Fund Class M | MPBFX | was removed by brian | 12/6/2019 11:16:25 AM | |
Fidelity Short-Term Bond Fund | FSHBX | was removed by brian | 12/6/2019 11:16:10 AM | |
Fidelity Diversified International Fund | FDIVX | was removed by brian | 12/6/2019 11:15:59 AM | |
Thornburg International Value Fund Class R5 | TIVRX | was removed by brian | 12/6/2019 11:15:36 AM | |
Dodge & Cox Balanced Fund | DODBX | was removed by brian | 12/6/2019 11:15:28 AM | |
Columbia Small Cap Value Fund I Class Z | CSCZX | was removed by brian | 12/6/2019 11:15:17 AM | |
Vanguard Windsor II Fund Investor Share | VWNFX | was removed by brian | 12/6/2019 11:15:09 AM | |
Templeton World Fund Class A | TEMWX | was removed by brian | 12/6/2019 11:14:59 AM | |
Fidelity Growth Company | FDGRX | was removed by brian | 12/6/2019 11:14:40 AM | |
T. Rowe Price Blue Chip Growth Fund | TRBCX | was removed by brian | 12/6/2019 11:14:25 AM | |
Vanguard Total Stock Market Index Fund Institutional Shares | VITSX | was removed by brian | 12/6/2019 11:14:18 AM | |
Fidelity Small Cap Stock Fund | FSLCX | was removed by brian | 12/6/2019 11:14:11 AM | |
Vanguard Target Retirement 2065 Fund Investor Shares | VLXVX | was added by brian | 12/6/2019 11:11:16 AM | |
Vanguard Target Retirement 2060 Fund Investor Shares | VTTSX | was added by brian | 12/6/2019 11:11:01 AM | |
BlackRock Equity Dividend Fund Institutional Shares | MADVX | was added by bmurphy | 4/13/2019 1:31:37 PM | |
BlackRock Equity Dividend Fund Institutional Shares | MADVX | was removed by bmurphy | 4/13/2019 1:31:31 PM | |
BlackRock Equity Dividend Fund Institutional Shares | MADVX | was added by bmurphy | 3/8/2016 11:27:46 AM | |
BlackRock Equity Dividend Fund Institutional Shares | MADVX | was removed by bmurphy | 3/8/2016 11:27:38 AM | |
Columbia Small Cap Value Fund I Class Z | CSCZX | was added by ken.bolduc | 12/27/2012 10:16:27 AM | |
Vanguard FTSE All-World ex-US Index Fund Admiral Shares | VFWAX | was added by ken.bolduc | 12/27/2012 10:16:15 AM | |
BlackRock Equity Dividend Fund Institutional Shares | MADVX | was added by ken.bolduc | 12/27/2012 10:15:53 AM | |
Thornburg International Value Fund Class R5 | TIVRX | was added by ken.bolduc | 12/27/2012 10:15:13 AM | |
Fidelity Short-Term Bond Fund | FSHBX | was added by kivalia | 4/4/2012 11:14:17 PM | |
Vanguard Windsor II Fund Investor Share | VWNFX | was added by kivalia | 4/4/2012 11:14:17 PM | |
Fidelity Growth Company | FDGRX | was added by kivalia | 4/4/2012 11:14:17 PM | |
Templeton World Fund Class A | TEMWX | was added by kivalia | 4/4/2012 11:14:17 PM | |
Dodge & Cox Balanced Fund | DODBX | was added by kivalia | 4/4/2012 11:14:17 PM | |
Fidelity Small Cap Stock Fund | FSLCX | was added by kivalia | 4/4/2012 11:14:17 PM | |
Fidelity International Index Fund Investor Class | FSIIX | was added by kivalia | 4/4/2012 11:14:17 PM | |
Comcast Corporation | CMCSK | was added by kivalia | 4/4/2012 11:14:17 PM | |
BNY Mellon Bond Fund Class M | MPBFX | was added by kivalia | 4/4/2012 11:14:17 PM | |
T. Rowe Price Blue Chip Growth Fund | TRBCX | was added by kivalia | 4/4/2012 11:14:17 PM | |
Vanguard Small-Cap Index Fund Institutional Shares | VSCIX | was added by kivalia | 4/4/2012 11:14:17 PM | |
Fidelity Diversified International Fund | FDIVX | was added by kivalia | 4/4/2012 11:14:17 PM | |
Fidelity 500 Index Fund Premium Class | FUSVX | was added by kivalia | 4/4/2012 11:14:17 PM | |
Vanguard Total Stock Market Index Fund Institutional Shares | VITSX | was added by kivalia | 4/4/2012 11:14:17 PM | |
Vanguard Target Retirement Income Fund Investor Shares | VTINX | was added by kivalia | 4/4/2012 11:14:16 PM | |
PIMCO Total Return Fund Institutional Class | PTTRX | was added by kivalia | 4/4/2012 11:14:16 PM | |
Vanguard Target Retirement 2055 Fund Investor Shares | VFFVX | was added by kivalia | 4/4/2012 11:14:16 PM | |
Vanguard Target Retirement 2050 Fund Investor Shares | VFIFX | was added by kivalia | 4/4/2012 11:14:16 PM | |
Vanguard Target Retirement 2040 Fund Investor Shares | VFORX | was added by kivalia | 4/4/2012 11:14:16 PM | |
Vanguard Target Retirement 2035 Fund Investor Shares | VTTHX | was added by kivalia | 4/4/2012 11:14:16 PM | |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | was added by kivalia | 4/4/2012 11:14:16 PM | |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | was added by kivalia | 4/4/2012 11:14:16 PM | |
Vanguard Target Retirement 2020 Fund Investor Shares | VTWNX | was added by kivalia | 4/4/2012 11:14:16 PM | |
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | was added by kivalia | 4/4/2012 11:14:16 PM | |
Vanguard Target Retirement 2010 Fund Investor Shares | VTENX | was added by kivalia | 4/4/2012 11:14:16 PM | |
US Cash / Money Market | USCASH | was added by kivalia | 4/4/2012 11:14:16 PM | |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | was added by kivalia | 4/4/2012 11:14:16 PM |
COMMENTS
Help
brian12/6/2019 11:28:18 AM
Plan is correct as of 12/31/18 but missing the actively managed funds in the plan since they are not priced daily and include multiple managers (making them impossible to model). Losing those options shouldn't impact the performance of the Kivalia models.
Have the investment options in your plan changed? Edit your plan & get updated advice.