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
Help
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).
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