Thomson Reuters
NAME | TICKER | ACTION | DATE | REMOVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | was removed by sam.young | 7/12/2015 10:27:45 AM | |
Vanguard FTSE All-World ex-US Index Fund Admiral Shares | VFWAX | was removed by sam.young | 7/12/2015 10:11:35 AM | |
Vanguard Short-Term Bond Index Fund Signal Shares | VBSSX | was removed by sam.young | 7/12/2015 10:11:26 AM | |
PIMCO Total Return Fund Institutional Class | PTTRX | was removed by sam.young | 7/12/2015 10:11:09 AM | |
Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | was added by sam.young | 7/12/2015 10:10:44 AM | |
Vanguard FTSE All-World ex-US Index Fund Institutional Plus Shares | VFWPX | was added by sam.young | 7/12/2015 10:10:03 AM | |
Vanguard Short-Term Bond Index Fund Institutional Shares | VBITX | was added by sam.young | 7/12/2015 10:09:30 AM | |
Vanguard Total Bond Market Index Fund Institutional Plus Shares | VBMPX | was added by sam.young | 7/12/2015 10:09:19 AM | |
Vanguard Short-Term Bond Index Fund Institutional Shares | VBITX | was removed by sam.young | 7/12/2015 10:08:53 AM | |
Vanguard Short-Term Bond Index Fund Institutional Shares | VBITX | was added by sam.young | 7/12/2015 10:08:27 AM | |
Dodge & Cox Income Fund | DODIX | was added by sam.young | 7/12/2015 10:08:06 AM | |
PIMCO Real Return Fund Institutional Class | PRRIX | was removed by sam.young | 7/12/2015 10:07:49 AM | |
American Funds EuroPacific Growth Fund Class R-6 | RERGX | was removed by pat.brundage | 10/11/2014 10:38:34 AM | |
BlackRock LifePath Retirement Portfolio Investor A Shares | LPRAX | was removed by pat.brundage | 10/11/2014 10:37:32 AM | |
BlackRock LifePath 2045 Fund Institutional Shares | LPHIX | was removed by pat.brundage | 10/11/2014 10:37:21 AM | |
Meridian Contrarian Fund Investor Class | MFCIX | was removed by pat.brundage | 10/11/2014 10:37:00 AM | |
BlackRock LifePath 2020 Fund Institutional Shares | STLCX | was removed by pat.brundage | 10/11/2014 10:36:55 AM | |
BlackRock LifePath 2050 Fund Institutional Shares | STLFX | was removed by pat.brundage | 10/11/2014 10:36:41 AM | |
BlackRock LifePath 2035 Fund Institutional Shares | LPJIX | was removed by pat.brundage | 10/11/2014 10:36:35 AM | |
BlackRock LifePath 2040 Fund Institutional Shares | STLEX | was removed by pat.brundage | 10/11/2014 10:36:30 AM | |
BlackRock LifePath 2030 Fund Institutional Shares | STLDX | was removed by pat.brundage | 10/11/2014 10:36:09 AM | |
Putnam Retirement Income Fund Lifestyle 3 Class A | PISFX | was removed by Deleted User | 6/12/2012 6:23:31 PM | |
Thomson Reuters Corp | TRI | was added by kevin.nalty | 6/12/2012 4:33:19 PM | |
JPMorgan Prime Money Market Fund Capital Class | CJPXX | was added by kevin.nalty | 6/12/2012 4:33:19 PM | |
Putnam Retirement Income Fund Lifestyle 3 Class A | PISFX | was added by kevin.nalty | 6/12/2012 4:33:19 PM | |
PIMCO Total Return Fund Institutional Class | PTTRX | was added by kevin.nalty | 6/12/2012 4:33:19 PM | |
Vanguard Short-Term Bond Index Fund Signal Shares | VBSSX | was added by kevin.nalty | 6/12/2012 4:33:19 PM | |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | was added by kevin.nalty | 6/12/2012 4:33:19 PM | |
BlackRock LifePath 2050 Fund Institutional Shares | STLFX | was added by kevin.nalty | 6/12/2012 4:33:19 PM | |
BlackRock LifePath 2035 Fund Institutional Shares | LPJIX | was added by kevin.nalty | 6/12/2012 4:33:19 PM | |
BlackRock LifePath 2040 Fund Institutional Shares | STLEX | was added by kevin.nalty | 6/12/2012 4:33:19 PM | |
BlackRock LifePath 2030 Fund Institutional Shares | STLDX | was added by kevin.nalty | 6/12/2012 4:33:19 PM | |
BlackRock LifePath 2045 Fund Institutional Shares | LPHIX | was added by kevin.nalty | 6/12/2012 4:33:19 PM | |
BlackRock LifePath Retirement Portfolio Investor A Shares | LPRAX | was added by kevin.nalty | 6/12/2012 4:33:19 PM | |
T. Rowe Price Blue Chip Growth Fund | TRBCX | was added by kevin.nalty | 6/12/2012 4:33:19 PM | |
Meridian Contrarian Fund Investor Class | MFCIX | was added by kevin.nalty | 6/12/2012 4:33:19 PM | |
BlackRock LifePath 2020 Fund Institutional Shares | STLCX | was added by kevin.nalty | 6/12/2012 4:33:19 PM | |
Vanguard Institutional Index Fund Institutional Shares | VINIX | was added by kevin.nalty | 6/12/2012 4:33:19 PM | |
PIMCO Real Return Fund Institutional Class | PRRIX | was added by kevin.nalty | 6/12/2012 4:33:18 PM | |
Vanguard FTSE All-World ex-US Index Fund Admiral Shares | VFWAX | was added by kevin.nalty | 6/12/2012 4:33:18 PM | |
Vanguard Extended Market Index Fund Institutional Plus Shares | VEMPX | was added by kevin.nalty | 6/12/2012 4:33:18 PM | |
American Funds EuroPacific Growth Fund Class R-6 | RERGX | was added by kevin.nalty | 6/12/2012 4:33:18 PM | |
US Cash / Money Market | USCASH | was added by kevin.nalty | 6/12/2012 4:33:18 PM |
COMMENTS
Help
kevin.nalty6/12/2012 4:33:32 PM
you seem to be missing Vanguard fund ticker VFWPX. Also what should I enter for T Rowe Price Blue chip and MFS large capSeperate account available in my 401k
bmurphy6/12/2012 4:45:49 PM
Hi Kevin, we'll dig into adding VFWPX. Should be fairly quick. On the T Rowe Price Blue chip fund, I'd suggest using TRBCX as it is the lowest expense ratio version of the fund. For the MFS Large Cap separate account, can you give me the name of the manager and/or recent top holding in the account...we'll proxy off this.
sam.young7/12/2015 10:23:35 AM
Need to add:
WTC-CIF II SMID Research Fund (Mid-Cap Core from Wellington Management Co)
MFS Lrg Cap Val Separate Acct (No manager listed; top holdings are JPMorgan Chase, Johnson & Johnson, Wells Fargo)
SSGA Real Asset NL Fund A
Need to remove:
Meridian Contrarian Investor
PIMCO Total Return Instl
PIMCO Real Return Instl
Vanguard FTSE All-Wld ex-US Idx Admiral
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