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).
Have the investment options in your plan changed? Edit your plan & get updated advice.