Tahoe Forest 457 Plan
NAME | TICKER | ACTION | DATE | REMOVE |
---|---|---|---|---|
Fidelity Government Money Market Fund | SPAXX | was added by bmurphy | 1/24/2018 4:03:32 PM | |
Fidelity Money Market Trust Retirement Government Money Market II Portfolio | FRTXX | was removed by bmurphy | 1/24/2018 4:03:19 PM | |
Vanguard Target Retirement 2010 Fund Investor Shares | VTENX | was removed by bmurphy | 1/24/2018 4:03:01 PM | |
Vanguard FTSE Social Index Fund Investor Shares | VFTSX | was added by bmurphy | 9/12/2016 9:22:13 PM | |
Invesco Diversified Dividend Fund Class R6 | LCEFX | was added by bmurphy | 9/12/2016 9:22:04 PM | |
Fidelity Equity-Income Fund Class K | FEIKX | was removed by bmurphy | 9/12/2016 9:21:50 PM | |
Morgan Stanley Institutional Fund Trust Mid Cap Growth Portfolio Class A | MACGX | was removed by bmurphy | 9/12/2016 9:21:35 PM | |
Vanguard Selected Value Fund Investor Shares | VASVX | was removed by bmurphy | 9/12/2016 9:21:17 PM | |
Domini Social Equity Fund Investor Class | DSEFX | was removed by bmurphy | 9/12/2016 9:21:07 PM | |
Lord Abbett Short Duration Income Fund Class A | LALDX | was added by bmurphy | 4/25/2016 10:43:05 AM | |
Fidelity Total Bond Fund | FTBFX | was added by bmurphy | 4/25/2016 10:42:58 AM | |
Vanguard Target Retirement Income Fund Investor Shares | VTINX | was added by bmurphy | 4/25/2016 10:42:50 AM | |
Vanguard Target Retirement 2060 Fund Investor Shares | VTTSX | was added by bmurphy | 4/25/2016 10:42:43 AM | |
Vanguard Target Retirement 2055 Fund Investor Shares | VFFVX | was added by bmurphy | 4/25/2016 10:42:35 AM | |
Vanguard Target Retirement 2050 Fund Investor Shares | VFIFX | was added by bmurphy | 4/25/2016 10:42:27 AM | |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | was added by bmurphy | 4/25/2016 10:42:18 AM | |
Vanguard Target Retirement 2040 Fund Investor Shares | VFORX | was added by bmurphy | 4/25/2016 10:42:09 AM | |
Vanguard Target Retirement 2035 Fund Investor Shares | VTTHX | was added by bmurphy | 4/25/2016 10:41:57 AM | |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | was added by bmurphy | 4/25/2016 10:41:44 AM | |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | was added by bmurphy | 4/25/2016 10:41:30 AM | |
Vanguard Target Retirement 2020 Fund Investor Shares | VTWNX | was added by bmurphy | 4/25/2016 10:41:20 AM | |
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | was added by bmurphy | 4/25/2016 10:41:10 AM | |
Vanguard Target Retirement 2010 Fund Investor Shares | VTENX | was added by bmurphy | 4/25/2016 10:41:00 AM | |
Fidelity Global ex U.S. Index Fund Premium Class | FSGDX | was added by bmurphy | 4/25/2016 10:40:50 AM | |
Causeway International Value Fund Class Institutional | CIVIX | was added by bmurphy | 4/25/2016 10:40:39 AM | |
Wells Fargo Small Company Growth Fund - Class Admin | NVSCX | was added by bmurphy | 4/25/2016 10:40:25 AM | |
Northern Small Cap Value Fund | NOSGX | was added by bmurphy | 4/25/2016 10:40:15 AM | |
Fidelity Diversified International Fund Class K | FDIKX | was added by bmurphy | 4/25/2016 10:40:03 AM | |
Fidelity Equity-Income Fund Class K | FEIKX | was added by bmurphy | 4/25/2016 10:39:55 AM | |
Fidelity Low-Priced Stock Fund | FLPSX | was removed by bmurphy | 4/25/2016 10:39:24 AM | |
Fidelity Equity-Income Fund | FEQIX | was removed by bmurphy | 4/25/2016 10:39:05 AM | |
Fidelity Freedom 2025 Fund | FFTWX | was removed by bmurphy | 4/25/2016 10:38:50 AM | |
Fidelity Freedom 2015 Fund | FFVFX | was removed by bmurphy | 4/25/2016 10:38:45 AM | |
Fidelity Freedom 2020 Fund | FFFDX | was removed by bmurphy | 4/25/2016 10:38:41 AM | |
Fidelity Freedom 2010 Fund | FFFCX | was removed by bmurphy | 4/25/2016 10:38:36 AM | |
Fidelity Freedom 2005 Fund | FFFVX | was removed by bmurphy | 4/25/2016 10:38:31 AM | |
Fidelity Diversified International Fund | FDIVX | was removed by bmurphy | 4/25/2016 10:38:20 AM | |
PIMCO Low Duration Fund Administrative Class | PLDAX | was removed by bmurphy | 4/25/2016 10:37:50 AM | |
Fidelity Freedom 2030 Fund | FFFEX | was removed by bmurphy | 4/25/2016 10:37:41 AM | |
Fidelity Freedom Income Fund | FFFAX | was removed by bmurphy | 4/25/2016 10:37:34 AM | |
Fidelity Freedom 2055 Fund | FDEEX | was removed by bmurphy | 4/25/2016 10:37:27 AM | |
Fidelity Freedom 2050 Fund | FFFHX | was removed by bmurphy | 4/25/2016 10:37:22 AM | |
Fidelity Freedom 2045 Fund | FFFGX | was removed by bmurphy | 4/25/2016 10:37:18 AM | |
Fidelity Freedom 2040 Fund | FFFFX | was removed by bmurphy | 4/25/2016 10:37:15 AM | |
Fidelity Freedom 2035 Fund | FFTHX | was removed by bmurphy | 4/25/2016 10:37:11 AM | |
Fidelity Freedom 2000 | FFFBX | was removed by bmurphy | 10/11/2014 7:37:15 PM | |
Vanguard Selected Value Fund Investor Shares | VASVX | was added by bmurphy | 6/1/2014 1:48:27 PM | |
Perkins Mid Cap Value Fund Class T | JMCVX | was removed by bmurphy | 6/1/2014 1:48:10 PM | |
Fidelity Money Market Trust Retirement Government Money Market II Portfolio | FRTXX | was added by bmurphy | 3/19/2014 5:18:06 PM | |
Fidelity U.S. Bond Index Fund Premium Class | FSITX | was added by bmurphy | 3/19/2014 5:18:05 PM | |
PIMCO Low Duration Fund Administrative Class | PLDAX | was added by bmurphy | 3/19/2014 5:18:05 PM | |
Fidelity Freedom 2055 Fund | FDEEX | was added by bmurphy | 3/19/2014 5:18:05 PM | |
Fidelity Freedom 2050 Fund | FFFHX | was added by bmurphy | 3/19/2014 5:18:05 PM | |
Fidelity Freedom 2045 Fund | FFFGX | was added by bmurphy | 3/19/2014 5:18:05 PM | |
Fidelity Freedom 2040 Fund | FFFFX | was added by bmurphy | 3/19/2014 5:18:05 PM | |
Fidelity Freedom 2035 Fund | FFTHX | was added by bmurphy | 3/19/2014 5:18:05 PM | |
Fidelity Freedom Income Fund | FFFAX | was added by bmurphy | 3/19/2014 5:18:05 PM | |
Fidelity Freedom 2025 Fund | FFTWX | was added by bmurphy | 3/19/2014 5:18:04 PM | |
Fidelity Freedom 2020 Fund | FFFDX | was added by bmurphy | 3/19/2014 5:18:04 PM | |
Fidelity Freedom 2015 Fund | FFVFX | was added by bmurphy | 3/19/2014 5:18:04 PM | |
Fidelity Freedom 2010 Fund | FFFCX | was added by bmurphy | 3/19/2014 5:18:04 PM | |
Fidelity Freedom 2005 Fund | FFFVX | was added by bmurphy | 3/19/2014 5:18:04 PM | |
Fidelity Freedom 2030 Fund | FFFEX | was added by bmurphy | 3/19/2014 5:18:04 PM | |
Oppenheimer Developing Markets Fund Class Y | ODVYX | was added by bmurphy | 3/19/2014 5:18:04 PM | |
Fidelity Diversified International Fund | FDIVX | was added by bmurphy | 3/19/2014 5:18:04 PM | |
Fidelity Small Cap Index Fund Premium Class | FSSVX | was added by bmurphy | 3/19/2014 5:18:04 PM | |
Fidelity Freedom 2000 | FFFBX | was added by bmurphy | 3/19/2014 5:18:04 PM | |
Perkins Mid Cap Value Fund Class T | JMCVX | was added by bmurphy | 3/19/2014 5:18:03 PM | |
Morgan Stanley Institutional Fund Trust Mid Cap Growth Portfolio Class A | MACGX | was added by bmurphy | 3/19/2014 5:18:03 PM | |
T. Rowe Price Blue Chip Growth Fund | TRBCX | was added by bmurphy | 3/19/2014 5:18:03 PM | |
Fidelity 500 Index Fund Premium Class | FUSVX | was added by bmurphy | 3/19/2014 5:18:03 PM | |
Fidelity Equity-Income Fund | FEQIX | was added by bmurphy | 3/19/2014 5:18:03 PM | |
Domini Social Equity Fund Investor Class | DSEFX | was added by bmurphy | 3/19/2014 5:18:03 PM | |
US Cash / Money Market | USCASH | was added by bmurphy | 3/19/2014 5:18:03 PM | |
Fidelity Low-Priced Stock Fund | FLPSX | was added by bmurphy | 3/19/2014 5:18:03 PM |
COMMENTS
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bmurphy3/19/2014 5:18:31 PM
Plan is exactly correct as of 3/19/2014.
bmurphy4/11/2014 10:41:51 AM
Plan is exactly correct as of 4/11/2014.
bmurphy6/1/2014 1:49:08 PM
Perkins Mid Cap Value fund was removed and replaced with Vanguard Select Value Inv.
bmurphy7/13/2014 1:03:58 PM
Plan is exactly correct as of 7/14/2014.
bmurphy10/11/2014 7:37:45 PM
Removed Fidelity Freedom 2000. Plan is correct as of today.
bmurphy4/25/2016 10:43:34 AM
Big changes to the plan. Plan has been updated and is exactly correct as of today.
bmurphy9/12/2016 9:22:31 PM
Four funds removed, two added. Plan is exactly correct as of today.
bmurphy1/18/2017 11:15:04 AM
Plan is exactly correct as of 1/18/17.
bmurphy5/8/2017 11:08:13 AM
Exactly correct as of 5/8/17.
bmurphy1/24/2018 4:03:51 PM
Exactly correct as of 1/24/18.
bmurphy5/13/2018 7:15:41 PM
Plan is exactly correct as of 5/13/2018.
bmurphy5/23/2018 1:06:09 PM
Plan is exactly correct as of today.
bmurphy7/17/2018 1:31:11 PM
Plan is correct as of today.
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