CFA Society San Francisco 401(K) Plan

NAME TICKER ACTION DATE REMOVE
iShares MSCI Emerging Markets ETF EEM was added by bmurphy 1/27/2019 4:02:41 PM
SPDR S&P Emerging Markets ETF GMM was removed by bmurphy 1/27/2019 4:02:14 PM
Vanguard Target Retirement 2010 Fund Investor Shares VTENX was removed by bmurphy 1/27/2019 3:49:15 PM
Vanguard Target Retirement 2055 Fund Investor Shares VFFVX was added by bmurphy 5/11/2017 11:00:38 AM
Vanguard Target Retirement 2050 Fund Investor Shares VFIFX was added by bmurphy 5/11/2017 11:00:38 AM
Vanguard Target Retirement 2045 Fund Investor Shares VTIVX was added by bmurphy 5/11/2017 11:00:38 AM
SPDR MSCI ACWI ex-US ETF CWI was added by bmurphy 5/11/2017 11:00:37 AM
Vanguard Target Retirement 2040 Fund Investor Shares VFORX was added by bmurphy 5/11/2017 11:00:37 AM
Vanguard Target Retirement 2035 Fund Investor Shares VTTHX was added by bmurphy 5/11/2017 11:00:37 AM
Vanguard Target Retirement 2030 Fund Investor Shares VTHRX was added by bmurphy 5/11/2017 11:00:37 AM
Vanguard Target Retirement 2025 Fund Investor Shares VTTVX was added by bmurphy 5/11/2017 11:00:37 AM
Vanguard Target Retirement 2020 Fund Investor Shares VTWNX was added by bmurphy 5/11/2017 11:00:37 AM
Vanguard Target Retirement 2015 Fund Investor Shares VTXVX was added by bmurphy 5/11/2017 11:00:37 AM
Vanguard Target Retirement 2010 Fund Investor Shares VTENX was added by bmurphy 5/11/2017 11:00:37 AM
Vanguard Target Retirement Income Fund Investor Shares VTINX was added by bmurphy 5/11/2017 11:00:37 AM
Vanguard REIT Index Fund Institutional Shares VGSNX was added by bmurphy 5/11/2017 11:00:36 AM
SPDR S&P Emerging Markets ETF GMM was added by bmurphy 5/11/2017 11:00:36 AM
Oakmark International Fund Class I OAKIX was added by bmurphy 5/11/2017 11:00:36 AM
Invesco International Growth Fund Class R6 IGFRX was added by bmurphy 5/11/2017 11:00:36 AM
American Funds New Perspective Fund Class R-6 RNPGX was added by bmurphy 5/11/2017 11:00:36 AM
American Funds New Perspective Fund Class R-5 RNPFX was added by bmurphy 5/11/2017 11:00:36 AM
Janus Triton Fund Class N JGMNX was added by bmurphy 5/11/2017 11:00:36 AM
Janus Triton Fund Class T JATTX was added by bmurphy 5/11/2017 11:00:36 AM
iShares Russell 2000 ETF IWM was added by bmurphy 5/11/2017 11:00:36 AM
Franklin Small Cap Value Fund Advisor Class FVADX was added by bmurphy 5/11/2017 11:00:36 AM
DFA U.S. Small Cap Value Portfolio Institutional Class DFSVX was added by bmurphy 5/11/2017 11:00:35 AM
Goldman Sachs Growth Opportunities Fund Institutional Class GGOIX was added by bmurphy 5/11/2017 11:00:35 AM
Morgan Stanley Institutional Fund, Inc. Growth Portfolio Class I MSEQX was added by bmurphy 5/11/2017 11:00:35 AM
SPDR S&P MidCap 400 ETF Trust MDY was added by bmurphy 5/11/2017 11:00:35 AM
iShares Russell 1000 ETF IWB was added by bmurphy 5/11/2017 11:00:35 AM
iShares Core S&P 500 ETF IVV was added by bmurphy 5/11/2017 11:00:35 AM
RidgeWorth Ceredex Large Cap Value Equity Fund I Shares STVTX was added by bmurphy 5/11/2017 11:00:35 AM
Vanguard Total Bond Market Index Fund Institutional Shares VBTIX was added by bmurphy 5/11/2017 11:00:35 AM
US Cash / Money Market USCASH was added by bmurphy 5/11/2017 11:00:35 AM
PIMCO Total Return Fund Class A PTTAX was added by bmurphy 5/11/2017 11:00:35 AM
Baird Aggregate Bond Fund Class Institutional BAGIX was added by bmurphy 5/11/2017 11:00:34 AM

COMMENTS

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bmurphy5/11/2017 11:05:42 AM Plan is correct as of 5/11/17, though fund names may be slightly different on the plan provider's pages. We are missing the second Oakmark International fund (OANIX).