Unitedhealth Group 401(K) Savings Plan
NAME | TICKER | ACTION | DATE | REMOVE |
---|---|---|---|---|
JPMorgan Large Cap Growth Fund Class R6 | JLGMX | was added by brian | 1/17/2020 11:42:52 AM | |
Brown Advisory Somerset Emerging Markets Fund Institutional Shares | BAFQX | was added by brian | 1/17/2020 11:41:06 AM | |
Vanguard Extended Market Index Fund Institutional Shares | VIEIX | was added by brian | 1/17/2020 11:40:52 AM | |
Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | was added by brian | 1/17/2020 11:40:34 AM | |
US Cash / Money Market | USCASH | was added by brian | 1/17/2020 11:40:10 AM | |
US Cash / Money Market | USCASH | was removed by brian | 1/17/2020 11:39:58 AM | |
iShares TIPS Bond ETF | TIP | was added by brian | 1/17/2020 11:39:29 AM | |
State Street Aggregate Bond Index K | ssfex | was added by brian | 1/17/2020 11:39:16 AM | |
Dodge & Cox Income Fund | DODIX | was added by brian | 1/17/2020 11:39:04 AM | |
PIMCO All Asset Fund Institutional Class | PAAIX | was added by brian | 1/17/2020 11:38:40 AM | |
State Street Global ex-US Index K | ssglx | was added by brian | 1/17/2020 11:38:34 AM | |
Wells Fargo Dow Jones Target Today Fund - Class R6 | WOTDX | was added by brian | 1/17/2020 11:38:27 AM | |
Wells Fargo Dow Jones Target 2010 Fund - Class R6 | WFOAX | was added by brian | 1/17/2020 11:38:21 AM | |
Wells Fargo Dow Jones Target 2015 Fund - Class R6 | WFSCX | was added by brian | 1/17/2020 11:38:15 AM | |
Wells Fargo Dow Jones Target 2020 Fund - Class R6 | WFOBX | was added by brian | 1/17/2020 11:38:08 AM | |
Wells Fargo Dow Jones Target 2025 Fund - Class R6 | WFTYX | was added by brian | 1/17/2020 11:38:02 AM | |
Wells Fargo Dow Jones Target 2030 Fund - Class R6 | WFOOX | was added by brian | 1/17/2020 11:37:57 AM | |
Wells Fargo Dow Jones Target 2035 Fund - Class R6 | WFQRX | was added by brian | 1/17/2020 11:37:50 AM | |
Wells Fargo Dow Jones Target 2040 Fund - Class R6 | WFOSX | was added by brian | 1/17/2020 11:37:43 AM | |
Wells Fargo Dow Jones Target 2045 Fund - Class R6 | WFQPX | was added by brian | 1/17/2020 11:37:37 AM | |
Wells Fargo Dow Jones Target 2050 Fund - Class R6 | WFQFX | was added by brian | 1/17/2020 11:37:30 AM | |
Wells Fargo Dow Jones Target 2055 Fund - Class R6 | WFQUX | was added by brian | 1/17/2020 11:37:24 AM | |
Wells Fargo Target 2060 A | WFAFX | was added by brian | 1/17/2020 11:37:09 AM | |
American Funds EuroPacific Growth Fund Class R-6 | RERGX | was added by brian | 1/17/2020 11:36:38 AM | |
Vanguard Small-Cap Index Fund Institutional Plus Shares | VSCPX | was removed by brian | 1/17/2020 11:36:13 AM | |
Vanguard Mid-Cap Index Fund Institutional Plus Shares | VMCPX | was removed by brian | 1/17/2020 11:36:11 AM | |
PIMCO All Asset Fund Institutional Class | PAAIX | was removed by brian | 1/17/2020 11:36:08 AM | |
Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | was removed by brian | 1/17/2020 11:36:06 AM | |
American Funds EuroPacific Growth Fund Class R-6 | RERGX | was removed by brian | 1/17/2020 11:36:02 AM | |
Aberdeen Emerging Markets Fund Institutional Class | ABEMX | was removed by brian | 1/17/2020 11:35:59 AM | |
Vanguard Small-Cap Index Fund Institutional Plus Shares | VSCPX | was added by fairchiltoni | 7/18/2015 3:06:11 PM | |
Vanguard Mid-Cap Index Fund Institutional Plus Shares | VMCPX | was added by fairchiltoni | 7/18/2015 3:06:11 PM | |
PIMCO All Asset Fund Institutional Class | PAAIX | was added by fairchiltoni | 7/18/2015 3:06:11 PM | |
Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | was added by fairchiltoni | 7/18/2015 3:06:11 PM | |
American Funds EuroPacific Growth Fund Class R-6 | RERGX | was added by fairchiltoni | 7/18/2015 3:06:11 PM | |
Aberdeen Emerging Markets Fund Institutional Class | ABEMX | was added by fairchiltoni | 7/18/2015 3:06:10 PM | |
US Cash / Money Market | USCASH | was added by fairchiltoni | 7/18/2015 3:06:10 PM |
COMMENTS
Help
brian1/17/2020 11:47:40 AM
Plan is well modeled here on Kivalia. We've proxied many of the CIT (closed investment Trusts) with traded options managed by the same team and with similar expenses. I've left out one option - the U.S. Small-Mid Cap Active Equity Fund, as it is a commingled fund being managed by 4 investment teams in weights that aren't pre-specified...just hard to model. The decision to leave out this option is unlikely to negatively impact the quality of the recommendations provided here.
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