Audatex Holdings, Inc. Retirement Savings Plan
NAME | TICKER | ACTION | DATE | REMOVE |
---|---|---|---|---|
DFA Large Cap International Portfolio Institutional Class | DFALX | was added by bmurphy | 10/18/2018 12:02:55 PM | |
US Cash / Money Market | USCASH | was added by bmurphy | 10/18/2018 12:02:55 PM | |
DFA U.S. Small Cap Portfolio Institutional Class | DFSTX | was added by bmurphy | 10/18/2018 12:02:55 PM | |
DFA U.S. Targeted Value Portfolio Institutional Class | DFFVX | was added by bmurphy | 10/18/2018 12:02:55 PM | |
Dreyfus Mid Cap Index Fund Investor Shares | PESPX | was added by bmurphy | 10/18/2018 12:02:55 PM | |
Vanguard Mid-Cap Growth Fund Investor Shares | VMGRX | was added by bmurphy | 10/18/2018 12:02:55 PM | |
DFA Emerging Markets Portfolio Institutional Class | DFEMX | was added by bmurphy | 10/18/2018 12:02:55 PM | |
Dodge & Cox International Stock Fund | DODFX | was added by bmurphy | 10/18/2018 12:02:55 PM | |
Vanguard International Growth Fund Admiral Shares | VWILX | was added by bmurphy | 10/18/2018 12:02:55 PM | |
Dodge & Cox Income Fund | DODIX | was added by bmurphy | 10/18/2018 12:02:55 PM | |
Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares | VTAPX | was added by bmurphy | 10/18/2018 12:02:55 PM | |
Schwab Target 2020 Fund | SWCRX | was added by bmurphy | 10/18/2018 12:02:54 PM | |
Schwab Target 2015 Fund | SWGRX | was added by bmurphy | 10/18/2018 12:02:54 PM | |
Harbor Capital Appreciation Fund Investor Class | HCAIX | was added by bmurphy | 10/18/2018 12:02:54 PM | |
DFA U.S. Large Cap Value Portfolio Institutional Class | DFLVX | was added by bmurphy | 10/18/2018 12:02:54 PM | |
Schwab Target 2010 Fund | SWBRX | was added by bmurphy | 10/18/2018 12:02:54 PM | |
Schwab S&P 500 Index Fund | SWPPX | was added by bmurphy | 10/18/2018 12:02:54 PM | |
Schwab Target 2035 Fund | SWIRX | was added by bmurphy | 10/18/2018 12:02:54 PM | |
Schwab Target 2050 Fund | SWNRX | was added by bmurphy | 10/18/2018 12:02:54 PM | |
Schwab Target 2045 Fund | SWMRX | was added by bmurphy | 10/18/2018 12:02:54 PM | |
Schwab Target 2040 Fund | SWERX | was added by bmurphy | 10/18/2018 12:02:54 PM | |
Schwab Target 2030 Fund | SWDRX | was added by bmurphy | 10/18/2018 12:02:54 PM | |
Schwab Target 2025 Fund | SWHRX | was added by bmurphy | 10/18/2018 12:02:54 PM |
COMMENTS
Help
bmurphy10/18/2018 12:03:08 PM
Proxying Schwab Target Retirement Commingled Funds with similar mutual funds. Plan is exactly correct as of 10/18/18.
Have the investment options in your plan changed? Edit your plan & get updated advice.