NV5
NAME | TICKER | ACTION | DATE | REMOVE |
---|---|---|---|---|
Fidelity Freedom Index 2055 Instl Prem | ffldx | was added by Igor.Gerzen | 4/22/2020 6:47:14 PM | |
Fidelity Freedom Index 2050 Instl Prem | ffopx | was added by Igor.Gerzen | 4/22/2020 6:46:59 PM | |
Fidelity Freedom Index 2045 Instl Prem | ffolx | was added by Igor.Gerzen | 4/22/2020 6:46:43 PM | |
Fidelity Freedom Index 2040 Instl Prem | ffizx | was added by Igor.Gerzen | 4/22/2020 6:46:31 PM | |
Fidelity Freedom Index 2035 Instl Prem | ffezx | was added by Igor.Gerzen | 4/22/2020 6:46:15 PM | |
Fidelity Freedom Index 2030 Instl Prem | ffegx | was added by Igor.Gerzen | 4/22/2020 6:45:57 PM | |
Fidelity Freedom Index 2025 Instl Prem | ffedx | was added by Igor.Gerzen | 4/22/2020 6:45:42 PM | |
Fidelity Freedom Index 2020 Instl Prem | fiwtx | was added by Igor.Gerzen | 4/22/2020 6:45:24 PM | |
Brown Advisory Sustainable Growth Fund Investor Shares | BIAWX | was added by Igor.Gerzen | 4/22/2020 6:43:17 PM | |
Fidelity Freedom Index 2060 Instl Prem | fflex | was added by Igor.Gerzen | 4/22/2020 6:42:54 PM | |
Fidelity Freedom Index 2030 Fund Investor Class | FXIFX | was removed by Igor.Gerzen | 4/22/2020 6:41:57 PM | |
Fidelity Freedom Index 2035 Fund Investor Class | FIHFX | was removed by Igor.Gerzen | 4/22/2020 6:41:51 PM | |
Fidelity Freedom Index 2040 Fund Investor Class | FBIFX | was removed by Igor.Gerzen | 4/22/2020 6:41:47 PM | |
Fidelity Freedom Index 2045 Fund Investor Class | FIOFX | was removed by Igor.Gerzen | 4/22/2020 6:41:44 PM | |
Fidelity Freedom Index 2050 Fund Investor Class | FIPFX | was removed by Igor.Gerzen | 4/22/2020 6:41:35 PM | |
Fidelity Freedom Index 2055 Fund Investor Class | FDEWX | was removed by Igor.Gerzen | 4/22/2020 6:41:31 PM | |
Fidelity Freedom Index 2025 Fund Investor Class | FQIFX | was removed by Igor.Gerzen | 4/22/2020 6:41:22 PM | |
Fidelity Freedom Index 2020 Fund Investor Class | FPIFX | was removed by Igor.Gerzen | 4/22/2020 6:40:50 PM | |
US Cash / Money Market | USCASH | was added by brian | 11/5/2019 10:25:37 PM | |
Columbia Global Technology Growth Fund Class R5 | CTHRX | was added by brian | 11/5/2019 10:20:25 PM | |
Oppenheimer Developing Markets Fund Class R | ODVNX | was added by brian | 11/5/2019 10:18:18 PM | |
Invesco Global Opportunities Fund Class R6 | IFOPX | was added by brian | 11/5/2019 10:17:23 PM | |
Janus Triton Fund Class N | JGMNX | was added by brian | 11/5/2019 10:15:36 PM | |
BlackRock Mid-Cap Growth Equity Portfolio Institutional Shares | CMGIX | was added by brian | 11/5/2019 10:13:12 PM | |
AB Global Bond Fund Class I | ANAIX | was added by brian | 11/5/2019 10:09:20 PM | |
Columbia Global Technology Growth Fund Class R5 | CTHRX | was removed by Igor.Gerzen | 11/5/2019 8:55:08 PM | |
Wells Fargo Precious Metals Fund - Class Inst | EKWYX | was removed by Igor.Gerzen | 11/5/2019 8:54:37 PM | |
Oppenheimer Developing Markets Fund Class A | ODMAX | was removed by Igor.Gerzen | 11/5/2019 8:53:46 PM | |
Vanguard International Explorer Fund Investor Shares | VINEX | was removed by Igor.Gerzen | 11/5/2019 8:52:45 PM | |
American Funds EuroPacific Growth Fund Class R-6 | RERGX | was added by Igor.Gerzen | 11/5/2019 8:52:14 PM | |
American Funds EuroPacific Growth Fund Class R-4 | REREX | was removed by Igor.Gerzen | 11/5/2019 8:51:33 PM | |
Vanguard Small Cap Value Index Fund Admiral Shares | VSIAX | was added by Igor.Gerzen | 11/5/2019 8:50:08 PM | |
Undiscovered Managers Behavioral Value Fund Class R6 | UBVFX | was removed by Igor.Gerzen | 11/5/2019 8:49:25 PM | |
Wells Fargo Discovery Fund - Class Admin | WFDDX | was removed by Igor.Gerzen | 11/5/2019 8:47:58 PM | |
Franklin DynaTech Fund Class R6 | FDTRX | was added by Igor.Gerzen | 11/5/2019 8:47:38 PM | |
American Funds AMCAP Fund Class R-4 | RAFEX | was removed by Igor.Gerzen | 11/5/2019 8:47:18 PM | |
Fidelity Freedom Index 2055 Fund Investor Class | FDEWX | was added by Igor.Gerzen | 11/5/2019 8:46:53 PM | |
JPMorgan SmartRetirement 2055 Fund Class Institutional Shares | JFFIX | was removed by Igor.Gerzen | 11/5/2019 8:46:43 PM | |
Fidelity Freedom Index 2050 Fund Investor Class | FIPFX | was added by Igor.Gerzen | 11/5/2019 8:46:34 PM | |
JPMorgan SmartRetirement 2050 Fund Class Institutional Shares | JTSIX | was removed by Igor.Gerzen | 11/5/2019 8:46:24 PM | |
Fidelity Freedom Index 2045 Fund Investor Class | FIOFX | was added by Igor.Gerzen | 11/5/2019 8:46:17 PM | |
JPMorgan SmartRetirement 2045 Fund Class Institutional Shares | JSAIX | was removed by Igor.Gerzen | 11/5/2019 8:46:06 PM | |
Fidelity Freedom Index 2040 Fund Investor Class | FBIFX | was added by Igor.Gerzen | 11/5/2019 8:45:57 PM | |
JPMorgan SmartRetirement 2040 Fund Class Institutional Shares | SMTIX | was removed by Igor.Gerzen | 11/5/2019 8:45:45 PM | |
Fidelity Freedom Index 2035 Fund Investor Class | FIHFX | was added by Igor.Gerzen | 11/5/2019 8:45:25 PM | |
JPMorgan SmartRetirement 2035 Fund Class Institutional Shares | SRJIX | was removed by Igor.Gerzen | 11/5/2019 8:45:13 PM | |
Fidelity Freedom Index 2030 Fund Investor Class | FXIFX | was added by Igor.Gerzen | 11/5/2019 8:45:02 PM | |
JPMorgan SmartRetirement 2030 Fund Class Institutional Shares | JSMIX | was removed by Igor.Gerzen | 11/5/2019 8:44:52 PM | |
Fidelity Freedom Index 2025 Fund Investor Class | FQIFX | was added by Igor.Gerzen | 11/5/2019 8:44:47 PM | |
JPMorgan SmartRetirement 2025 Fund Class Institutional Shares | JNSIX | was removed by Igor.Gerzen | 11/5/2019 8:44:26 PM | |
Fidelity Freedom Index 2020 Fund Investor Class | FPIFX | was added by Igor.Gerzen | 11/5/2019 8:44:16 PM | |
JPMorgan SmartRetirement 2020 Fund Class Institutional Shares | JTTIX | was removed by Igor.Gerzen | 11/5/2019 8:43:49 PM | |
Fidelity Freedom Index Income Fund Investor Class | FIKFX | was added by Igor.Gerzen | 11/5/2019 8:43:31 PM | |
JPMorgan SmartRetirement Income Fund Class Institutional Shares | JSIIX | was removed by Igor.Gerzen | 11/5/2019 8:43:07 PM | |
Templeton Global Bond Fund Advisor Class | TGBAX | was removed by Igor.Gerzen | 11/5/2019 8:40:04 PM | |
Western Asset Core Bond Fund Class I | WATFX | was added by Igor.Gerzen | 11/5/2019 8:39:38 PM | |
Western Asset Core Plus Bond Fund Class I | WACPX | was removed by Igor.Gerzen | 11/5/2019 8:38:56 PM | |
Vanguard Energy Fund Admiral Shares | VGELX | was added by brian | 7/11/2019 10:52:22 AM | |
Vanguard Energy Fund Admiral Shares | VGELX | was removed by brian | 7/11/2019 10:52:14 AM | |
Dodge & Cox International Stock Fund | DODFX | was added by Igor.Gerzen | 11/13/2017 9:50:02 AM | |
Vanguard Total International Stock Index Fund Admiral Shares | VTIAX | was added by Igor.Gerzen | 11/13/2017 9:50:02 AM | |
American Funds EuroPacific Growth Fund Class R-4 | REREX | was added by Igor.Gerzen | 11/13/2017 9:50:02 AM | |
Vanguard International Explorer Fund Investor Shares | VINEX | was added by Igor.Gerzen | 11/13/2017 9:50:02 AM | |
Wasatch International Growth Fund Investor Class | WAIGX | was added by Igor.Gerzen | 11/13/2017 9:50:02 AM | |
Oppenheimer Developing Markets Fund Class A | ODMAX | was added by Igor.Gerzen | 11/13/2017 9:50:02 AM | |
Vanguard Health Care Fund Admiral Shares | VGHAX | was added by Igor.Gerzen | 11/13/2017 9:50:02 AM | |
Wells Fargo Precious Metals Fund - Class Inst | EKWYX | was added by Igor.Gerzen | 11/13/2017 9:50:02 AM | |
Vanguard REIT Index Fund Admiral Shares | VGSLX | was added by Igor.Gerzen | 11/13/2017 9:50:02 AM | |
Columbia Global Technology Growth Fund Class R5 | CTHRX | was added by Igor.Gerzen | 11/13/2017 9:50:02 AM | |
Vanguard Energy Fund Admiral Shares | VGELX | was added by Igor.Gerzen | 11/13/2017 9:50:02 AM | |
Fidelity U.S. Bond Index Fund Premium Class | FSITX | was added by Igor.Gerzen | 11/13/2017 9:50:01 AM | |
Western Asset Core Plus Bond Fund Class I | WACPX | was added by Igor.Gerzen | 11/13/2017 9:50:01 AM | |
Vanguard Inflation-Protected Securities Fund Admiral Shares | VAIPX | was added by Igor.Gerzen | 11/13/2017 9:50:01 AM | |
Templeton Global Bond Fund Advisor Class | TGBAX | was added by Igor.Gerzen | 11/13/2017 9:50:01 AM | |
JPMorgan SmartRetirement Income Fund Class Institutional Shares | JSIIX | was added by Igor.Gerzen | 11/13/2017 9:50:01 AM | |
JPMorgan SmartRetirement 2020 Fund Class Institutional Shares | JTTIX | was added by Igor.Gerzen | 11/13/2017 9:50:01 AM | |
JPMorgan SmartRetirement 2025 Fund Class Institutional Shares | JNSIX | was added by Igor.Gerzen | 11/13/2017 9:50:01 AM | |
JPMorgan SmartRetirement 2030 Fund Class Institutional Shares | JSMIX | was added by Igor.Gerzen | 11/13/2017 9:50:01 AM | |
JPMorgan SmartRetirement 2035 Fund Class Institutional Shares | SRJIX | was added by Igor.Gerzen | 11/13/2017 9:50:01 AM | |
JPMorgan SmartRetirement 2040 Fund Class Institutional Shares | SMTIX | was added by Igor.Gerzen | 11/13/2017 9:50:01 AM | |
JPMorgan SmartRetirement 2045 Fund Class Institutional Shares | JSAIX | was added by Igor.Gerzen | 11/13/2017 9:50:01 AM | |
JPMorgan SmartRetirement 2050 Fund Class Institutional Shares | JTSIX | was added by Igor.Gerzen | 11/13/2017 9:50:01 AM | |
JPMorgan SmartRetirement 2055 Fund Class Institutional Shares | JFFIX | was added by Igor.Gerzen | 11/13/2017 9:50:01 AM | |
Delaware Value Fund Institutional Class | DDVIX | was added by Igor.Gerzen | 11/13/2017 9:50:01 AM | |
Fidelity 500 Index Fund Institutional Class | FXSIX | was added by Igor.Gerzen | 11/13/2017 9:50:01 AM | |
American Funds AMCAP Fund Class R-4 | RAFEX | was added by Igor.Gerzen | 11/13/2017 9:50:01 AM | |
Victory Sycamore Established Value Fund Class R6 | VEVRX | was added by Igor.Gerzen | 11/13/2017 9:50:01 AM | |
Fidelity Mid Cap Index Fund Premium Class | FSCKX | was added by Igor.Gerzen | 11/13/2017 9:50:01 AM | |
Wells Fargo Discovery Fund - Class Admin | WFDDX | was added by Igor.Gerzen | 11/13/2017 9:50:01 AM | |
Undiscovered Managers Behavioral Value Fund Class R6 | UBVFX | was added by Igor.Gerzen | 11/13/2017 9:50:01 AM | |
Fidelity Small Cap Index Fund Premium Class | FSSVX | was added by Igor.Gerzen | 11/13/2017 9:50:01 AM | |
Wells Fargo Small Company Growth Fund - Class Inst | WSCGX | was added by Igor.Gerzen | 11/13/2017 9:50:01 AM |
COMMENTS
Help
brian11/5/2019 10:21:57 PM
Added slightly higher share class options for the following funds: AB Global Bond Fund, BlackRock Mid-Cap Growth Equity, Janus Triton Fund & Columbia Global Technology Growth Fund.
Have the investment options in your plan changed? Edit your plan & get updated advice.