NYSDCP
NAME | TICKER | ACTION | DATE | REMOVE |
---|---|---|---|---|
iShares MSCI EAFE ETF | EFA | was added by brian | 11/19/2019 12:13:47 PM | |
Vanguard Capital Opportunity Fund Admiral Shares | VHCAX | was removed by brian | 11/19/2019 12:12:58 PM | |
Morgan Stanley Institutional Fund, Inc. Frontier Emerging Markets Portfolio Class I | MFMIX | was removed by brian | 11/19/2019 12:12:33 PM | |
Vanguard Wellington Fund Investor Shares | VWELX | was removed by brian | 11/19/2019 12:11:42 PM | |
Vanguard 500 Index Fund Investor Class | VFINX | was added by brian | 11/19/2019 12:10:44 PM | |
US Cash / Money Market | USCASH | was added by brian | 11/19/2019 12:09:38 PM | |
Pax Balanced Fund Class Institutional | PAXIX | was removed by brian | 11/19/2019 12:01:51 PM | |
Pax Global Environmental Markets Fund Institutional Class | PGINX | was added by brian | 11/19/2019 12:00:59 PM | |
Fidelity OTC Portfolio | FOCPX | was removed by brian | 11/19/2019 12:00:50 PM | |
Fidelity OTC Portfolio Class K | FOCKX | was added by brian | 11/19/2019 12:00:40 PM | |
T. Rowe Price QM U.S. Small-Cap Growth Equity Fund | PRDSX | was removed by brian | 11/19/2019 11:58:50 AM | |
T. Rowe Price QM US Small Cap Growth Eq. I | TQAIX | was added by brian | 11/19/2019 11:58:37 AM | |
Boston Partners All Cap Value Fund Institutional Class | BPAIX | was added by brian | 11/19/2019 11:56:49 AM | |
Boston Partners All Cap Value Fund Institutional Class | BPAIX | was removed by brian | 11/19/2019 11:56:24 AM | |
T. Rowe Price Retirement 2060 Fund Advisor Class | TRRYX | was removed by brian | 11/19/2019 11:46:35 AM | |
T. Rowe Price Retirement 2060 Fund | TRRLX | was added by brian | 11/19/2019 11:46:25 AM | |
T. Rowe Price Equity Income Fund | PRFDX | was added by bmurphy | 7/2/2018 10:26:17 AM | |
Vanguard Mid-Cap Index Fund Institutional Plus Shares | VMCPX | was removed by bmurphy | 6/30/2018 6:07:35 PM | |
Vanguard PRIMECAP Fund Investor Shares | VPMCX | was removed by bmurphy | 6/30/2018 6:07:06 PM | |
Vanguard Mid-Cap Index Fund Institutional Shares | VMCIX | was removed by bmurphy | 6/30/2018 6:06:41 PM | |
Vanguard Mid-Cap Index Fund Institutional Shares | VMCIX | was added by bmurphy | 6/30/2018 6:06:23 PM | |
Mrgn Stnly Instl Fd Shs -IS- Emerging Markets Portfolio Fund | MMMPX | was added by bmurphy | 6/30/2018 4:34:55 PM | |
Vanguard Mid-Cap Index Fund Institutional Shares | VMCIX | was removed by thomasshort1236 | 6/30/2018 3:23:59 PM | |
Vanguard Mid-Cap Index Fund Institutional Shares | VMCIX | was added by thomasshort1236 | 6/30/2018 3:23:49 PM | |
T. Rowe Price Equity Income Fund | PRFDX | was removed by Gaelic_1 | 8/18/2017 3:17:17 PM | |
Delaware Small Cap Value Fund Institutional Class | DEVIX | was added by Gaelic_1 | 8/18/2017 3:04:00 PM | |
Delaware Small Cap Value Fund Class A | DEVLX | was removed by Gaelic_1 | 8/18/2017 3:03:50 PM | |
Delaware Small Cap Value Fund Class A | DEVLX | was added by Gaelic_1 | 8/18/2017 3:00:42 PM | |
Vanguard Wellington Fund Investor Shares | VWELX | was added by Gaelic_1 | 8/18/2017 2:57:17 PM | |
Vanguard PRIMECAP Fund Investor Shares | VPMCX | was added by Gaelic_1 | 8/18/2017 2:55:04 PM | |
T. Rowe Price Retirement 2060 Fund Advisor Class | TRRYX | was added by bmurphy | 7/13/2017 11:29:56 AM | |
BlackRock Small/Mid Cap Index Fund Investor A Shares | BSMAX | was added by bmurphy | 7/13/2017 10:41:41 AM | |
Voya Strategic Income Opportunities Fund Class W | ISIWX | was added by bmurphy | 7/13/2017 10:35:12 AM | |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | was added by bmurphy | 7/13/2017 10:24:57 AM | |
Boston Partners All Cap Value Fund Institutional Class | BPAIX | was added by bmurphy | 7/13/2017 10:15:51 AM | |
Federated Clover Small Value Fund Institutional Shares | VSFIX | was removed by thomasshort1236 | 7/12/2017 6:42:36 PM | |
Davis New York Venture Fund Class A | NYVTX | was removed by thomasshort1236 | 7/12/2017 6:42:20 PM | |
Columbia Acorn USA Class Z | AUSAX | was removed by thomasshort1236 | 7/12/2017 6:41:10 PM | |
Morgan Stanley Institutional Fund, Inc. Frontier Emerging Markets Portfolio Class I | MFMIX | was added by thomasshort1236 | 7/12/2017 6:39:00 PM | |
T. Rowe Price Blue Chip Growth Fund | TRBCX | was added by thomasshort1236 | 7/12/2017 6:36:37 PM | |
Vanguard Strategic Equity Fund Investor Shares | VSEQX | was added by thomasshort1236 | 7/12/2017 6:32:42 PM | |
T. Rowe Price QM U.S. Small-Cap Growth Equity Fund | PRDSX | was added by thomasshort1236 | 7/12/2017 6:31:38 PM | |
Wells Fargo Small Cap Value Fund - Class Inst | WFSVX | was removed by thomasshort1236 | 7/12/2017 6:26:21 PM | |
Vanguard Small-Cap Index Fund Institutional Plus Shares | VSCPX | was removed by thomasshort1236 | 7/12/2017 6:25:49 PM | |
Federated Total Return Government Bond Fund Institutional Shares | FTRGX | was removed by thomasshort1236 | 7/12/2017 6:24:54 PM | |
Vanguard Total Bond Market Index Fund Institutional Plus Shares | VBMPX | was removed by thomasshort1236 | 7/12/2017 6:24:49 PM | |
Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | was removed by thomasshort1236 | 7/12/2017 6:24:14 PM | |
Principal LargeCap Growth Fund Institutional Class | PGLIX | was removed by thomasshort1236 | 7/12/2017 6:19:49 PM | |
Hartford Capital Appreciation HLS Fund Class IA | HIACX | was removed by thomasshort1236 | 7/12/2017 6:19:18 PM | |
US Cash / Money Market | USCASH | was removed by thomasshort1236 | 7/12/2017 6:17:08 PM | |
Principal LargeCap Growth Fund Institutional Class | PGLIX | was added by Gaelic_1 | 12/27/2016 8:34:15 AM | |
T. Rowe Price Equity Income Fund | PRFDX | was added by Gaelic_1 | 12/27/2016 8:34:15 AM | |
Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | was added by Gaelic_1 | 12/27/2016 8:34:15 AM | |
Vanguard PRIMECAP Fund Admiral Shares | VPMAX | was added by Gaelic_1 | 12/27/2016 8:34:15 AM | |
Pax Balanced Fund Class Institutional | PAXIX | was added by Gaelic_1 | 12/27/2016 8:34:15 AM | |
Vanguard Wellington Fund Admiral Shares | VWENX | was added by Gaelic_1 | 12/27/2016 8:34:15 AM | |
Federated Total Return Government Bond Fund Institutional Shares | FTRGX | was added by Gaelic_1 | 12/27/2016 8:34:15 AM | |
Vanguard Total Bond Market Index Fund Institutional Plus Shares | VBMPX | was added by Gaelic_1 | 12/27/2016 8:34:15 AM | |
Columbia Acorn USA Class Z | AUSAX | was added by Gaelic_1 | 12/27/2016 8:34:14 AM | |
Federated Clover Small Value Fund Institutional Shares | VSFIX | was added by Gaelic_1 | 12/27/2016 8:34:14 AM | |
Vanguard Small-Cap Index Fund Institutional Plus Shares | VSCPX | was added by Gaelic_1 | 12/27/2016 8:34:14 AM | |
Wells Fargo Small Cap Value Fund - Class Inst | WFSVX | was added by Gaelic_1 | 12/27/2016 8:34:14 AM | |
Vanguard Capital Opportunity Fund Admiral Shares | VHCAX | was added by Gaelic_1 | 12/27/2016 8:34:14 AM | |
Vanguard Mid-Cap Index Fund Institutional Plus Shares | VMCPX | was added by Gaelic_1 | 12/27/2016 8:34:14 AM | |
Davis New York Venture Fund Class A | NYVTX | was added by Gaelic_1 | 12/27/2016 8:34:14 AM | |
Fidelity OTC Portfolio | FOCPX | was added by Gaelic_1 | 12/27/2016 8:34:14 AM | |
Hartford Capital Appreciation HLS Fund Class IA | HIACX | was added by Gaelic_1 | 12/27/2016 8:34:14 AM | |
T. Rowe Price Retirement 2025 Fund | TRRHX | was added by Gaelic_1 | 12/27/2016 8:34:13 AM | |
T. Rowe Price Retirement 2030 Fund | TRRCX | was added by Gaelic_1 | 12/27/2016 8:34:13 AM | |
T. Rowe Price Retirement 2035 Fund | TRRJX | was added by Gaelic_1 | 12/27/2016 8:34:13 AM | |
T. Rowe Price Retirement 2040 Fund | TRRDX | was added by Gaelic_1 | 12/27/2016 8:34:13 AM | |
T. Rowe Price Retirement 2045 Fund | TRRKX | was added by Gaelic_1 | 12/27/2016 8:34:13 AM | |
T. Rowe Price Retirement 2050 Fund | TRRMX | was added by Gaelic_1 | 12/27/2016 8:34:13 AM | |
T. Rowe Price Retirement 2055 Fund | TRRNX | was added by Gaelic_1 | 12/27/2016 8:34:13 AM | |
US Cash / Money Market | USCASH | was added by Gaelic_1 | 12/27/2016 8:34:12 AM | |
T. Rowe Price Retirement 2010 Fund | TRRAX | was added by Gaelic_1 | 12/27/2016 8:34:12 AM | |
T. Rowe Price Retirement 2015 Fund | TRRGX | was added by Gaelic_1 | 12/27/2016 8:34:12 AM | |
T. Rowe Price Retirement 2020 Fund | TRRBX | was added by Gaelic_1 | 12/27/2016 8:34:12 AM |
COMMENTS
Help
Gaelic_110/12/2017 9:27:33 AM
The stable income Fund is not an option. Also International Stock Funds IEFAX & IEFIX. International Stock funds MMMPX. Don't know why won't let me add them. 10/12/2017
thomasshort12366/30/2018 2:19:59 PM
you have to contact management here and they will add the accounts
bmurphy6/30/2018 4:37:28 PM
Hi all - added MMMPX to the plan. Don't believe either IEFAX or IEFIX are still trading. Feel free to send the entire fund lineup list to us and we'll confirm the plan is exactly correct or make any additions needed. Thanks - Brian
thomasshort12367/1/2018 10:21:48 AM
tqaix needs to be added to the plan beginning July 10, 2018
thomasshort12367/1/2018 10:44:47 AM
tbcix needs to be added to plan
thomasshort12367/1/2018 10:47:15 AM
prfdx t rowe price equity income trust needs to be added
bmurphy7/2/2018 10:29:52 AM
Thomas - TQAIX and TBCIX are not currently in our database. We will add them over coming months. However, the same funds (albeit different share classes) already are in the plan. PRSDX is a valid proxy for TQAIX. TRBCX is a valid proxy for TBCIX. I've also added PRFDX to the plan.
brian11/19/2019 12:15:51 PM
Plan is exactly correct as of today, except we have left "International Equity Fund - Active Portfolio" out of the lineup as it is a closed investment trust with multiple managers.
Have the investment options in your plan changed? Edit your plan & get updated advice.