Sanju's Plan

NAME TICKER ACTION DATE REMOVE
Vanguard Inflation-Protected Securities Fund Institutional Shares VIPIX was added by brian 8/19/2019 10:33:37 PM
Fidelity International Index FSPSX was added by brian 8/19/2019 10:33:37 PM
AMG Managers Skyline Special Equities Fund Class S SKSEX was added by brian 8/19/2019 10:33:37 PM
Fidelity Contrafund Fund Class K FCNKX was added by brian 8/19/2019 10:33:37 PM
Fidelity Diversified International Fund Class K FDIKX was added by brian 8/19/2019 10:33:37 PM
Fidelity Blue Chip Growth Fund Class K FBGKX was added by brian 8/19/2019 10:33:37 PM
Driehaus Emerging Markets Growth Fund DREGX was added by brian 8/19/2019 10:33:37 PM
Western Asset Core Plus Bond Fund Class IS WAPSX was added by brian 8/19/2019 10:33:37 PM
Fidelity Extended Market Index FSMAX was added by brian 8/19/2019 10:33:37 PM
Fidelity OTC Portfolio Class K FOCKX was added by brian 8/19/2019 10:33:37 PM
Fidelity Total Market Index FSKAX was added by brian 8/19/2019 10:33:37 PM
Loomis Sayles Small Cap Growth Fund Class N LSSNX was added by brian 8/19/2019 10:33:37 PM
MFS Value Fund Class R6 MEIKX was added by brian 8/19/2019 10:33:37 PM
PRIMECAP Odyssey Aggressive Growth Fund POAGX was added by brian 8/19/2019 10:33:37 PM
American Funds 2010 Target Date Retirement Fund Class R-6 RFTTX was added by brian 8/19/2019 10:33:37 PM
American Funds 2015 Target Date Retirement Fund Class R-6 RFJTX was added by brian 8/19/2019 10:33:37 PM
American Funds 2020 Target Date Retirement Fund Class R-6 RRCTX was added by brian 8/19/2019 10:33:37 PM
American Funds 2025 Target Date Retirement Fund Class R-6 RFDTX was added by brian 8/19/2019 10:33:37 PM
American Funds 2030 Target Date Retirement Fund Class R-6 RFETX was added by brian 8/19/2019 10:33:37 PM
American Funds 2035 Target Date Retirement Fund Class R-6 RFFTX was added by brian 8/19/2019 10:33:37 PM
American Funds 2050 Target Date Retirement Fund Class R-6 RFITX was added by brian 8/19/2019 10:33:37 PM
American Funds 2040 Target Date Retirement Fund Class R-6 RFGTX was added by brian 8/19/2019 10:33:37 PM
American Funds 2045 Target Date Retirement Fund Class R-6 RFHTX was added by brian 8/19/2019 10:33:37 PM
American Funds 2055 Target Date Retirement Fund Class R-6 RFKTX was added by brian 8/19/2019 10:33:37 PM
American Funds 2060 Target Date Retirement Fund Class R-6 RFUTX was added by brian 8/19/2019 10:33:37 PM
Fidelity Capital & Income Fund FAGIX was added by brian 8/19/2019 10:33:37 PM
Fidelity U.S. Bond Index FXNAX was added by brian 8/19/2019 10:33:37 PM
US Cash / Money Market USCASH was added by brian 8/19/2019 10:33:37 PM

COMMENTS

Help
brian8/19/2019 10:33:52 PM Plan is exactly correct except for 3 plans that are proxied by other classes of the same fund. Funds in question: FBCGX (replaced w/ FBGKX), DIEMX (replaced w/ DREGX), FKIDX (replaced w/ FDIKX).