Spredfast Savings 401(K) Plan
NAME | TICKER | ACTION | DATE | REMOVE |
---|---|---|---|---|
Oppenheimer International Growth Fund Class I | OIGIX | was removed by amw411 | 7/23/2018 1:05:09 PM | |
Franklin Small Cap Growth Fund Class R6 | FSMLX | was removed by amw411 | 7/23/2018 1:04:59 PM | |
ClearBridge Aggressive Growth Fund Class IS | LSIFX | was removed by amw411 | 7/23/2018 1:04:50 PM | |
John Hancock Funds Disciplined Value Fund Class R6 | JDVWX | was removed by amw411 | 7/23/2018 1:04:34 PM | |
JPMorgan SmartRetirement Blend 2045 Fund Class R6 | JMYAX | was removed by amw411 | 7/23/2018 1:04:24 PM | |
Goldman Sachs Strategic Income Fund Institutional Shares | GSZIX | was removed by amw411 | 7/23/2018 1:04:18 PM | |
Prudential Total Return Bond Fund Class Q | PTRQX | was removed by amw411 | 7/23/2018 1:04:11 PM | |
Prudential Short-Term Corporate Bond Class Q | PSTQX | was removed by amw411 | 7/23/2018 1:04:07 PM | |
JPMorgan SmartRetirement Blend 2035 Fund Class R6 | JPYRX | was removed by amw411 | 7/23/2018 1:03:56 PM | |
JPMorgan SmartRetirement Blend 2030 Fund Class R6 | JRBYX | was removed by amw411 | 7/23/2018 1:03:52 PM | |
JPMorgan SmartRetirement Blend 2025 Fund Class R6 | JBYSX | was removed by amw411 | 7/23/2018 1:03:47 PM | |
JPMorgan SmartRetirement Blend 2020 Fund Class R6 | JSYRX | was removed by amw411 | 7/23/2018 1:03:43 PM | |
Oppenheimer Developing Markets Fund Class I | ODVIX | was removed by amw411 | 7/23/2018 1:03:31 PM | |
JPMorgan SmartRetirement Blend 2040 Fund Class R6 | JOBYX | was removed by amw411 | 7/23/2018 1:03:16 PM | |
DFA Inflation-Protected Securities Portfolio Institutional Class | DIPSX | was added by amw411 | 7/23/2018 1:02:49 PM | |
DFA Intermediate Government Fixed Income Portfolio Institutional Class | DFIGX | was added by amw411 | 7/23/2018 1:02:43 PM | |
DFA Investment Grade Portfolio Institutional Class Shares | DFAPX | was added by amw411 | 7/23/2018 1:02:34 PM | |
Allnce High Inc Shs -Z- | AGDZX | was added by amw411 | 7/23/2018 1:02:24 PM | |
Fidelity Freedom Index Income Fund Investor Class | FIKFX | was added by amw411 | 7/23/2018 12:56:09 PM | |
Fidelity Freedom Index 2055 Fund Investor Class | FDEWX | was added by amw411 | 7/23/2018 12:55:42 PM | |
Fidelity Freedom Index 2050 Fund Investor Class | FIPFX | was added by amw411 | 7/23/2018 12:55:32 PM | |
Fidelity Freedom Index 2045 Fund Investor Class | FIOFX | was added by amw411 | 7/23/2018 12:55:25 PM | |
Fidelity Freedom Index 2040 Fund Investor Class | FBIFX | was added by amw411 | 7/23/2018 12:55:17 PM | |
Fidelity Freedom Index 2035 Fund Investor Class | FIHFX | was added by amw411 | 7/23/2018 12:55:10 PM | |
Fidelity Freedom Index 2030 Fund Investor Class | FXIFX | was added by amw411 | 7/23/2018 12:55:03 PM | |
Fidelity Freedom Index 2025 Fund Investor Class | FQIFX | was added by amw411 | 7/23/2018 12:54:56 PM | |
Fidelity Freedom Index 2020 Fund Investor Class | FPIFX | was added by amw411 | 7/23/2018 12:54:47 PM | |
Fidelity Freedom Index 2015 Fund Investor Class | FLIFX | was added by amw411 | 7/23/2018 12:54:35 PM | |
Fidelity Freedom Index 2010 Fund Investor Class | FKIFX | was added by amw411 | 7/23/2018 12:54:23 PM | |
Fidelity Freedom Index 2005 Fund Investor Class | FJIFX | was added by amw411 | 7/23/2018 12:54:12 PM | |
Vanguard Information Technology Index Fund Admiral Shares | VITAX | was added by amw411 | 7/23/2018 12:53:44 PM | |
Vanguard Developed Markets Index Fund Admiral Shares | VTMGX | was added by amw411 | 7/23/2018 12:50:55 PM | |
DFA Global Equity Portfolio Institutional Class | DGEIX | was added by amw411 | 7/23/2018 12:50:48 PM | |
DFA Emerging Markets Portfolio Institutional Class | DFEMX | was added by amw411 | 7/23/2018 12:49:51 PM | |
Vanguard Value Index Fund Admiral Shares | VVIAX | was added by amw411 | 7/23/2018 12:48:35 PM | |
Vanguard Growth Index Fund Admiral Shares | VIGAX | was added by amw411 | 7/23/2018 12:48:25 PM | |
JPMorgan SmartRetirement Blend 2050 Fund Class R6 | JNYAX | was removed by amw411 | 7/23/2018 12:47:35 PM | |
JPMorgan SmartRetirement Blend 2055 Fund Class R6 | JTYBX | was removed by amw411 | 7/23/2018 12:47:29 PM | |
Janus Balanced Fund Class N | JABNX | was removed by amw411 | 7/23/2018 12:47:27 PM | |
JPMorgan SmartRetirement Blend Income Fund Class R6 | JIYBX | was removed by amw411 | 7/23/2018 12:47:25 PM | |
AB High Income Fund Class I | AGDIX | was removed by amw411 | 7/23/2018 12:47:23 PM | |
Oppenheimer Discovery Mid Cap Growth Fund I | OEGIX | was removed by amw411 | 7/23/2018 12:47:21 PM | |
AB Large Cap Growth Fund Advisor Class | APGYX | was removed by amw411 | 7/23/2018 12:43:22 PM | |
US Cash / Money Market | USCASH | was removed by amw411 | 7/23/2018 12:43:13 PM | |
US Cash / Money Market | USCASH | was added by amw411 | 1/29/2018 7:07:47 AM | |
AB Large Cap Growth Fund Advisor Class | APGYX | was added by amw411 | 1/29/2018 7:07:40 AM | |
AB High Income Fund Class I | AGDIX | was added by amw411 | 1/29/2018 7:07:28 AM | |
SSgA U.S. Government Money Market Fund N Class | SSGXX | was removed by amw411 | 1/28/2018 2:27:29 PM | |
JPMorgan SmartRetirement Blend 2015 Fund Class R6 | JSBYX | was removed by amw411 | 1/28/2018 2:26:33 PM | |
DFA Emerging Markets Portfolio Institutional Class | DFEMX | was removed by amw411 | 1/28/2018 2:25:41 PM | |
DFA Large Cap International Portfolio Institutional Class | DFALX | was removed by amw411 | 1/28/2018 2:24:47 PM | |
US Cash / Money Market | USCASH | was removed by amw411 | 1/28/2018 2:23:41 PM | |
Oppenheimer Discovery Mid Cap Growth Fund I | OEGIX | was added by amw411 | 1/28/2018 2:21:50 PM | |
JPMorgan SmartRetirement Blend Income Fund Class R6 | JIYBX | was added by amw411 | 1/28/2018 2:20:15 PM | |
Ivy Asset Strategy Fund Class I | IVAEX | was removed by amw411 | 4/6/2016 11:28:34 AM | |
SSgA U.S. Government Money Market Fund N Class | SSGXX | was added by amw411 | 4/6/2016 11:21:41 AM | |
Janus Balanced Fund Class N | JABNX | was added by amw411 | 4/6/2016 11:12:47 AM | |
JPMorgan SmartRetirement Blend 2055 Fund Class R6 | JTYBX | was added by amw411 | 3/8/2015 2:29:33 PM | |
JPMorgan SmartRetirement Blend 2050 Fund Class R6 | JNYAX | was added by amw411 | 3/8/2015 2:27:32 PM | |
JPMorgan SmartRetirement Blend 2040 Fund Class R6 | JOBYX | was added by amw411 | 3/8/2015 2:26:33 PM | |
JPMorgan SmartRetirement Blend 2035 Fund Class R6 | JPYRX | was added by amw411 | 3/8/2015 2:25:35 PM | |
JPMorgan SmartRetirement Blend 2030 Fund Class R6 | JRBYX | was added by amw411 | 3/8/2015 2:25:07 PM | |
JPMorgan SmartRetirement Blend 2025 Fund Class R6 | JBYSX | was added by amw411 | 3/8/2015 2:24:34 PM | |
JPMorgan SmartRetirement Blend 2020 Fund Class R6 | JSYRX | was added by amw411 | 3/8/2015 2:23:52 PM | |
JPMorgan SmartRetirement Blend 2015 Fund Class R6 | JSBYX | was added by amw411 | 3/8/2015 2:23:16 PM | |
Vanguard Mid-Cap Index Fund Admiral Shares | VIMAX | was added by amw411 | 3/8/2015 2:20:07 PM | |
DFA Emerging Markets Portfolio Institutional Class | DFEMX | was added by amw411 | 3/8/2015 2:12:30 PM | |
Oppenheimer Developing Markets Fund Class I | ODVIX | was added by amw411 | 3/8/2015 2:12:30 PM | |
DFA Real Estate Securities Portfolio Institutional Class | DFREX | was added by amw411 | 3/8/2015 2:12:30 PM | |
Ivy Asset Strategy Fund Class I | IVAEX | was added by amw411 | 3/8/2015 2:12:29 PM | |
John Hancock Funds Disciplined Value Fund Class R6 | JDVWX | was added by amw411 | 3/8/2015 2:12:29 PM | |
DFA U.S. Large Company Portfolio | DFUSX | was added by amw411 | 3/8/2015 2:12:29 PM | |
ClearBridge Aggressive Growth Fund Class IS | LSIFX | was added by amw411 | 3/8/2015 2:12:29 PM | |
DFA U.S. Small Cap Portfolio Institutional Class | DFSTX | was added by amw411 | 3/8/2015 2:12:29 PM | |
Franklin Small Cap Growth Fund Class R6 | FSMLX | was added by amw411 | 3/8/2015 2:12:29 PM | |
DFA Large Cap International Portfolio Institutional Class | DFALX | was added by amw411 | 3/8/2015 2:12:29 PM | |
Oppenheimer International Growth Fund Class I | OIGIX | was added by amw411 | 3/8/2015 2:12:29 PM | |
US Cash / Money Market | USCASH | was added by amw411 | 3/8/2015 2:12:28 PM | |
Prudential Short-Term Corporate Bond Class Q | PSTQX | was added by amw411 | 3/8/2015 2:12:28 PM | |
Prudential Total Return Bond Fund Class Q | PTRQX | was added by amw411 | 3/8/2015 2:12:28 PM | |
Goldman Sachs Strategic Income Fund Institutional Shares | GSZIX | was added by amw411 | 3/8/2015 2:12:28 PM | |
JPMorgan SmartRetirement Blend 2045 Fund Class R6 | JMYAX | was added by amw411 | 3/8/2015 2:12:28 PM |
COMMENTS
Help
amw4113/8/2015 2:12:52 PM
Missing funds:
SSgA Cash Series U.S. Government Fund - Class L
AB High Income Fund - Class Z
AB Discovery Growth Fund - Class Z
Omitted funds:
JPMorgan Smart Retirement Blend 2015 Fund - Class R6
JPMorgan Smart Retirement Blend 2020 Fund - Class R6
JPMorgan Smart Retirement Blend 2025 Fund - Class R6
JPMorgan Smart Retirement Blend 2030 Fund - Class R6
JPMorgan Smart Retirement Blend 2035 Fund - Class R6
JPMorgan Smart Retirement Blend 2040 Fund - Class R6
JPMorgan Smart Retirement Blend 2050 Fund - Class R6
JPMorgan Smart Retirement Blend 2055 Fund - Class R6
amw4113/8/2015 2:31:30 PM
Got the below added:
JPMorgan Smart Retirement Blend 2015 Fund - Class R6 JPMorgan Smart Retirement Blend 2020 Fund - Class R6 JPMorgan Smart Retirement Blend 2025 Fund - Class R6 JPMorgan Smart Retirement Blend 2030 Fund - Class R6 JPMorgan Smart Retirement Blend 2035 Fund - Class R6 JPMorgan Smart Retirement Blend 2040 Fund - Class R6 JPMorgan Smart Retirement Blend 2050 Fund - Class R6 JPMorgan Smart Retirement Blend 2055 Fund - Class R6
bmurphy1/30/2018 10:07:16 AM
The following assets are proxies that should be replaced when actual funds added to database: APGYX (for APGZX) and AGDIX (for AGDZX).
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