Islandwood 401(K) Plan
NAME | TICKER | ACTION | DATE | REMOVE |
---|---|---|---|---|
American Funds AMCAP Fund Class R-4 | RAFEX | was added by bmurphy | 5/19/2015 11:15:56 AM | |
Thornburg International Value Fund Class R5 | TIVRX | was removed by bmurphy | 5/19/2015 11:14:40 AM | |
Ariel Focus Fund Investor Class | ARFFX | was removed by bmurphy | 5/19/2015 11:14:26 AM | |
Calvert Equity Portfolio Class A | CSIEX | was removed by bmurphy | 5/19/2015 11:14:12 AM | |
Vanguard Prime Money Market Fund Investor Shares | VMMXX | was added by bmurphy | 9/17/2014 3:58:30 PM | |
American Funds Washington Mutual Investors Fund Class R-4 | RWMEX | was added by bmurphy | 9/17/2014 3:58:30 PM | |
Vanguard Target Retirement 2050 Fund Investor Shares | VFIFX | was added by bmurphy | 9/17/2014 3:58:30 PM | |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | was added by bmurphy | 9/17/2014 3:58:30 PM | |
Vanguard Target Retirement 2040 Fund Investor Shares | VFORX | was added by bmurphy | 9/17/2014 3:58:30 PM | |
Vanguard Target Retirement 2035 Fund Investor Shares | VTTHX | was added by bmurphy | 9/17/2014 3:58:30 PM | |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | was added by bmurphy | 9/17/2014 3:58:30 PM | |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | was added by bmurphy | 9/17/2014 3:58:29 PM | |
Vanguard Target Retirement 2020 Fund Investor Shares | VTWNX | was added by bmurphy | 9/17/2014 3:58:29 PM | |
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | was added by bmurphy | 9/17/2014 3:58:29 PM | |
Vanguard Target Retirement 2010 Fund Investor Shares | VTENX | was added by bmurphy | 9/17/2014 3:58:29 PM | |
Templeton Global Bond Fund Class A | TPINX | was added by bmurphy | 9/17/2014 3:58:29 PM | |
Vanguard Target Retirement Income Fund Investor Shares | VTINX | was added by bmurphy | 9/17/2014 3:58:29 PM | |
Vanguard Balanced Index Fund Investor Shares | VBINX | was added by bmurphy | 9/17/2014 3:58:29 PM | |
Vanguard 500 Index Fund Investor Class | VFINX | was added by bmurphy | 9/17/2014 3:58:29 PM | |
Parnassus Core Equity Fund - Investor Shares | PRBLX | was added by bmurphy | 9/17/2014 3:58:29 PM | |
Neuberger Berman Socially Responsive Fund Class A | NRAAX | was added by bmurphy | 9/17/2014 3:58:28 PM | |
Calvert Equity Portfolio Class A | CSIEX | was added by bmurphy | 9/17/2014 3:58:28 PM | |
Ariel Focus Fund Investor Class | ARFFX | was added by bmurphy | 9/17/2014 3:58:28 PM | |
T. Rowe Price Global Technology Fund | PRGTX | was added by bmurphy | 9/17/2014 3:58:28 PM | |
BlackRock Natural Resources Trust Institutional Shares | MAGRX | was added by bmurphy | 9/17/2014 3:58:28 PM | |
T. Rowe Price Health Sciences Fund | PRHSX | was added by bmurphy | 9/17/2014 3:58:28 PM | |
Franklin Utilities Class A | FKUTX | was added by bmurphy | 9/17/2014 3:58:28 PM | |
BlackRock Global Allocation Fund, Inc. Institutional Shares | MALOX | was added by bmurphy | 9/17/2014 3:58:28 PM | |
American Funds EuroPacific Growth Fund Class R-4 | REREX | was added by bmurphy | 9/17/2014 3:58:28 PM | |
BlackRock Emerging Markets Fund Institutional Shares | MADCX | was added by bmurphy | 9/17/2014 3:58:28 PM | |
Thornburg International Value Fund Class R5 | TIVRX | was added by bmurphy | 9/17/2014 3:58:27 PM | |
Royce Special Equity Fund Service Class | RSEFX | was added by bmurphy | 9/17/2014 3:58:27 PM | |
Buffalo Mid Cap Fund | BUFMX | was added by bmurphy | 9/17/2014 3:58:27 PM | |
T. Rowe Price New America Growth Fund Advisor Class | PAWAX | was added by bmurphy | 9/17/2014 3:58:27 PM | |
Vanguard Total Bond Market Index Fund Investor Shares | VBMFX | was added by bmurphy | 9/17/2014 3:58:27 PM | |
PIMCO Total Return Fund Class D | PTTDX | was added by bmurphy | 9/17/2014 3:58:27 PM | |
PIMCO High Yield Fund Class D | PHYDX | was added by bmurphy | 9/17/2014 3:58:27 PM |
COMMENTS
Help
bmurphy9/17/2014 3:59:00 PM
Plan is exactly correct as of 9/15/2014.
bmurphy5/19/2015 11:15:35 AM
Removed Calvert Equity A, Ariel Focus Investor & Thornburg Intl. Value. Added American Funds AMCAP R4
bmurphy9/28/2016 9:27:50 AM
Plan is exactly correct as of today.
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