Maersk Inc. Savings Plan
NAME | TICKER | ACTION | DATE | REMOVE |
---|---|---|---|---|
Voya SmallCap Opportunities Portfolio Class I | IVSOX | was removed by brian | 7/28/2019 8:12:30 PM | |
Loomis Sayles Small Cap Growth Fund Class N | LSSNX | was added by brian | 7/28/2019 8:12:11 PM | |
Vanguard Total International Stock Index Fund Admiral Shares | VTIAX | was removed by brian | 7/28/2019 8:11:56 PM | |
Vanguard Total International Stock Index Fund Institutional Shares | VTSNX | was added by brian | 7/28/2019 8:11:48 PM | |
Goldman Sachs Small Cap Value Class R6 | GSSUX | was added by bmurphy | 1/21/2019 9:31:23 PM | |
Westcore Small-Cap Value Dividend Fund Institutional Class | WISVX | was removed by bmurphy | 1/21/2019 9:30:36 PM | |
US Cash / Money Market | USCASH | was added by bmurphy | 10/25/2016 11:11:32 AM | |
US Cash / Money Market | USCASH | was removed by bmurphy | 10/25/2016 11:10:59 AM | |
Voya SmallCap Opportunities Portfolio Class I | IVSOX | was added by bmurphy | 10/25/2016 11:10:47 AM | |
Hotchkis & Wiley Large Cap Value Fund Class I | HWLIX | was added by bmurphy | 10/25/2016 11:10:13 AM | |
BlackRock LifePath Index Retirement Fund Class K Shares | LIRKX | was added by bmurphy | 10/25/2016 11:09:39 AM | |
BlackRock LifePath Index 2060 Fund Class K | LIZKX | was added by bmurphy | 10/25/2016 11:09:32 AM | |
BlackRock LifePath Index 2055 Fund Class K Shares | LIVKX | was added by bmurphy | 10/25/2016 11:09:26 AM | |
BlackRock LifePath Index 2050 Fund Class K Shares | LIPKX | was added by bmurphy | 10/25/2016 11:09:19 AM | |
BlackRock LifePath Index 2045 Fund Class K Shares | LIHKX | was added by bmurphy | 10/25/2016 11:09:14 AM | |
BlackRock LifePath Index 2040 Fund Class K Shares | LIKKX | was added by bmurphy | 10/25/2016 11:09:07 AM | |
BlackRock LifePath Index 2035 Fund Class K Shares | LIJKX | was added by bmurphy | 10/25/2016 11:09:00 AM | |
BlackRock LifePath Index 2030 Fund Class K Shares | LINKX | was added by bmurphy | 10/25/2016 11:08:53 AM | |
BlackRock LifePath Index 2025 Fund Class K Shares | LIBKX | was added by bmurphy | 10/25/2016 11:08:46 AM | |
BlackRock LifePath Index 2020 Fund Class K Shares | LIMKX | was added by bmurphy | 10/25/2016 11:08:38 AM | |
Hotchkis & Wiley Large Cap Value Fund Class R | HWLRX | was removed by aboeger | 10/25/2016 10:33:44 AM | |
Vanguard Total Bond Market Index Fund Admiral Shares | VBTLX | was removed by aboeger | 10/25/2016 10:32:41 AM | |
Baron Small Cap Fund Institutional Class | BSFIX | was removed by aboeger | 10/25/2016 10:32:09 AM | |
Voya SmallCap Opportunities Fund Class A | NSPAX | was removed by aboeger | 10/25/2016 10:30:59 AM | |
Voya SmallCap Opportunities Fund Class A | NSPAX | was added by aboeger | 10/25/2016 8:29:06 AM | |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | was added by aboeger | 10/25/2016 8:21:49 AM | |
Hotchkis & Wiley Large Cap Value Fund Class A | HWLAX | was removed by aboeger | 7/31/2015 10:08:21 AM | |
Hotchkis & Wiley Large Cap Value Fund Class R | HWLRX | was added by aboeger | 7/31/2015 10:08:15 AM | |
Vanguard Total International Stock Index Fund Admiral Shares | VTIAX | was added by aboeger | 7/31/2015 10:06:59 AM | |
DFA Emerging Markets Core Equity Portfolio Institutional Class | DFCEX | was added by aboeger | 7/31/2015 10:06:59 AM | |
Baron Small Cap Fund Institutional Class | BSFIX | was added by aboeger | 7/31/2015 10:06:58 AM | |
American Funds EuroPacific Growth Fund Class R-6 | RERGX | was added by aboeger | 7/31/2015 10:06:58 AM | |
Westcore Small-Cap Value Dividend Fund Institutional Class | WISVX | was added by aboeger | 7/31/2015 10:06:58 AM | |
Eaton Vance Atlanta Capital SMID-Cap Fund Class I | EISMX | was added by aboeger | 7/31/2015 10:06:58 AM | |
T. Rowe Price Institutional Large Cap Growth Fund | TRLGX | was added by aboeger | 7/31/2015 10:06:58 AM | |
Vanguard Total Stock Market Index Fund Institutional Shares | VITSX | was added by aboeger | 7/31/2015 10:06:58 AM | |
Hotchkis & Wiley Large Cap Value Fund Class A | HWLAX | was added by aboeger | 7/31/2015 10:06:57 AM | |
Vanguard Total Bond Market Index Fund Admiral Shares | VBTLX | was added by aboeger | 7/31/2015 10:06:57 AM | |
PIMCO Total Return Fund Institutional Class | PTTRX | was added by aboeger | 7/31/2015 10:06:57 AM | |
Dodge & Cox Income Fund | DODIX | was added by aboeger | 7/31/2015 10:06:57 AM | |
US Cash / Money Market | USCASH | was added by aboeger | 7/31/2015 10:06:57 AM |
COMMENTS
Help
aboeger10/25/2016 8:31:00 AM
Blackrock lifepath options not available in Kivalia
bmurphy10/25/2016 11:13:27 AM
Plan is exactly correct as of 10/25/16. Added BlackRock Lifepath Index funds to proxy commingled trusts offered within the plan. Same expense ratio. Added proxies for Hotchkis Large Cap Value (HWLIX) and Voya Small Cap Growth Trust (IVSOX).
bmurphy1/21/2019 9:31:26 PM
Replaced Westcore SC Value Dividend fund (WISVX) with Goldman Sachs Small Cap Value (GSSUX).
brian7/28/2019 8:13:04 PM
Replaced VTIAX with VTSNX, and Voya Small Cap Growth Trust with Loomis Sayles Small Cap Growth Fund Class N.
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