Ricoh 401(K) Savings Plan
NAME | TICKER | ACTION | DATE | REMOVE |
---|---|---|---|---|
Vanguard Explorer Fund Admiral Shares | VEXRX | was added by bmurphy | 7/11/2018 10:57:18 AM | |
Loomis Sayles Fixed Income Fund | LSFIX | was removed by ipowhazard | 7/10/2018 2:35:01 AM | |
Vanguard Total Bond Market Index Fund Investor Shares | VBMFX | was removed by ipowhazard | 7/10/2018 2:34:49 AM | |
BlackRock LifePath Index 2055 Fund Institutional Shares | LIVIX | was removed by ipowhazard | 7/10/2018 2:28:04 AM | |
American Funds EuroPacific Growth Fund Class F-1 | AEGFX | was removed by stephanie.clarke | 2/25/2016 8:33:04 AM | |
American Funds EuroPacific Growth Fund Class A | AEPGX | was added by stephanie.clarke | 2/25/2016 8:32:59 AM | |
Vanguard Wellington Fund Investor Shares | VWELX | was added by stephanie.clarke | 2/25/2016 8:31:54 AM | |
Vanguard Total Stock Market Index Fund Institutional Shares | VITSX | was removed by stephanie.clarke | 2/25/2016 8:29:33 AM | |
Vanguard Total Stock Market Index Fund Investor Shares | VTSMX | was added by stephanie.clarke | 2/25/2016 8:28:49 AM | |
JPMorgan Diversified Real Return Fund Class A | JRNAX | was added by stephanie.clarke | 2/25/2016 8:25:32 AM | |
BlackRock LifePath Index 2055 Fund Institutional Shares | LIVIX | was added by stephanie.clarke | 2/25/2016 8:23:28 AM | |
BlackRock LifePath Index 2050 Fund Institutional Shares | LIPIX | was added by stephanie.clarke | 2/25/2016 8:23:14 AM | |
BlackRock LifePath Index 2045 Fund Institutional Shares | LIHIX | was added by stephanie.clarke | 2/25/2016 8:22:58 AM | |
BlackRock LifePath Index 2045 Fund Class K Shares | LIHKX | was removed by stephanie.clarke | 2/25/2016 8:22:29 AM | |
BlackRock LifePath Index 2040 Fund Class K Shares | LIKKX | was removed by stephanie.clarke | 2/25/2016 8:22:25 AM | |
BlackRock LifePath Index 2035 Fund Class K Shares | LIJKX | was removed by stephanie.clarke | 2/25/2016 8:22:22 AM | |
BlackRock LifePath Index 2030 Fund Class K Shares | LINKX | was removed by stephanie.clarke | 2/25/2016 8:22:18 AM | |
BlackRock LifePath Index 2050 Fund Class K Shares | LIPKX | was removed by stephanie.clarke | 2/25/2016 8:22:13 AM | |
BlackRock LifePath Index 2055 Fund Class K Shares | LIVKX | was removed by stephanie.clarke | 2/25/2016 8:22:08 AM | |
BlackRock LifePath Index 2040 Fund Institutional Shares | LIKIX | was added by stephanie.clarke | 2/25/2016 8:21:55 AM | |
BlackRock LifePath Index 2035 Fund Institutional Shares | LIJIX | was added by stephanie.clarke | 2/25/2016 8:21:36 AM | |
BlackRock LifePath Index 2030 Fund Institutional Shares | LINIX | was added by stephanie.clarke | 2/25/2016 8:21:23 AM | |
BlackRock LifePath Index 2025 Fund Class K Shares | LIBKX | was removed by stephanie.clarke | 2/25/2016 8:21:03 AM | |
BlackRock LifePath Index 2025 Fund Institutional Shares | LIBIX | was added by stephanie.clarke | 2/25/2016 8:20:54 AM | |
BlackRock LifePath Index 2020 Fund Class K Shares | LIMKX | was removed by stephanie.clarke | 2/25/2016 8:20:27 AM | |
BlackRock LifePath Index 2020 Fund Institutional Shares | LIQIX | was added by stephanie.clarke | 2/25/2016 8:20:15 AM | |
Vanguard Global Equity Fund Investor Shares | VHGEX | was added by stephanie.clarke | 2/25/2016 8:11:49 AM | |
Vanguard Total International Stock Index Fund Investor Shares | VGTSX | was added by stephanie.clarke | 2/25/2016 8:11:49 AM | |
American Funds EuroPacific Growth Fund Class F-1 | AEGFX | was added by stephanie.clarke | 2/25/2016 8:11:49 AM | |
Dodge & Cox International Stock Fund | DODFX | was added by stephanie.clarke | 2/25/2016 8:11:48 AM | |
Vanguard PRIMECAP Fund Investor Shares | VPMCX | was added by stephanie.clarke | 2/25/2016 8:11:48 AM | |
Vanguard Institutional Index Fund Institutional Shares | VINIX | was added by stephanie.clarke | 2/25/2016 8:11:48 AM | |
T. Rowe Price Equity Income Fund | PRFDX | was added by stephanie.clarke | 2/25/2016 8:11:48 AM | |
Vanguard Balanced Index Fund Institutional Shares | VBAIX | was added by stephanie.clarke | 2/25/2016 8:11:48 AM | |
Loomis Sayles Fixed Income Fund | LSFIX | was added by stephanie.clarke | 2/25/2016 8:11:48 AM | |
Vanguard Total Stock Market Index Fund Institutional Shares | VITSX | was added by stephanie.clarke | 2/25/2016 8:11:48 AM | |
Vanguard Total Bond Market Index Fund Investor Shares | VBMFX | was added by stephanie.clarke | 2/25/2016 8:11:47 AM | |
BlackRock LifePath Index 2050 Fund Class K Shares | LIPKX | was added by stephanie.clarke | 2/25/2016 8:11:47 AM | |
BlackRock LifePath Index 2055 Fund Class K Shares | LIVKX | was added by stephanie.clarke | 2/25/2016 8:11:47 AM | |
BlackRock LifePath Index 2045 Fund Class K Shares | LIHKX | was added by stephanie.clarke | 2/25/2016 8:11:47 AM | |
BlackRock LifePath Index 2040 Fund Class K Shares | LIKKX | was added by stephanie.clarke | 2/25/2016 8:11:47 AM | |
BlackRock LifePath Index 2035 Fund Class K Shares | LIJKX | was added by stephanie.clarke | 2/25/2016 8:11:47 AM | |
BlackRock LifePath Index 2030 Fund Class K Shares | LINKX | was added by stephanie.clarke | 2/25/2016 8:11:47 AM | |
BlackRock LifePath Index 2025 Fund Class K Shares | LIBKX | was added by stephanie.clarke | 2/25/2016 8:11:47 AM | |
BlackRock LifePath Index 2020 Fund Class K Shares | LIMKX | was added by stephanie.clarke | 2/25/2016 8:11:47 AM | |
BlackRock LifePath Index Retirement Fund Class K Shares | LIRKX | was added by stephanie.clarke | 2/25/2016 8:11:46 AM |
COMMENTS
Help
stephanie.clarke2/25/2016 8:12:07 AM
Ticker BLACKROCK LIFEPATH INDEX 2060 was not found. Try another.
Ticker WELLINGTON SMID CAP RESEARCH EQUITY was not found. Try another.
ipowhazard7/10/2018 2:35:49 AM
Wellington SMID Cap Research Equity is a front runner for Q2, can you add this to the aggressive portfolio?
bmurphy7/11/2018 11:07:08 AM
I added a proxy for the Wellington fund in the form of the Vanguard Explorer Fund - which is also small cap and actually managed by the team at Wellington. Returns won't be identical between the two, but adding the Vanguard fund as a proxy will provide the same style to the mix.
Have the investment options in your plan changed? Edit your plan & get updated advice.