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The Pearson Retirement Plan

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Plan was created by Kivalia on 6/2/2014.
Number of Followers: 6


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TRANSACTIONS investment options help
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NameTickerActionDate 
American Funds 2050 Target Date Retirement Fund Class R-6RFITXwas added by leo.salat1/22/2015Remove
American Funds 2040 Target Date Retirement Fund Class R-6RFGTXwas added by leo.salat1/22/2015Remove
American Funds 2030 Target Date Retirement Fund Class R-6RFETXwas added by leo.salat1/22/2015Remove
American Funds 2020 Target Date Retirement Fund Class R-6RRCTXwas added by leo.salat1/22/2015Remove
American Funds 2010 Target Date Retirement Fund Class AAAATXwas removed by leo.salat1/22/2015
American Funds 2010 Target Date Retirement Fund Class R-6RFTTXwas added by leo.salat1/22/2015Remove
American Funds 2010 Target Date Retirement Fund Class AAAATXwas added by leo.salat1/22/2015
Hotchkis & Wiley Small Cap Value Fund Class IHWSIXwas added by leo.salat1/22/2015Remove
BlackRock LifePath 2050 Fund Institutional SharesSTLFXwas removed by leo.salat1/22/2015
Artisan Small Cap Value InvestorARTVXwas removed by leo.salat1/22/2015
BlackRock LifePath Retirement Portfolio Institutional SharesSTLAXwas removed by leo.salat1/22/2015
BlackRock LifePath 2040 Fund Institutional SharesSTLEXwas removed by leo.salat1/22/2015
BlackRock LifePath 2030 Fund Institutional SharesSTLDXwas removed by leo.salat1/22/2015
BlackRock LifePath 2020 Fund Institutional SharesSTLCXwas removed by leo.salat1/22/2015
BlackRock Equity Index Qwas added by Kivalia6/2/2014Remove
T. Rowe Price Institutional Mid-Cap Equity Growth FundPMEGXwas added by Kivalia6/2/2014Remove
AMG TimesSquare Small Cap Growth Fund Class ITSCIXwas added by Kivalia6/2/2014Remove
MFS Institutional International Equity FundMIEIXwas added by Kivalia6/2/2014Remove
JPMorgan Intrepid Growth Fund Class R5JGIRXwas added by Kivalia6/2/2014Remove
Dodge & Cox Stock FundDODGXwas added by Kivalia6/2/2014Remove
Artisan Small Cap Value InvestorARTVXwas added by Kivalia6/2/2014
Dodge & Cox Balanced FundDODBXwas added by Kivalia6/2/2014Remove
PIMCO Total Return Fund Institutional ClassPTTRXwas added by Kivalia6/2/2014Remove
US Cash / Money MarketUSCASHwas added by Kivalia6/2/2014Remove
BlackRock LifePath Retirement Portfolio Institutional SharesSTLAXwas added by Kivalia6/2/2014
BlackRock LifePath 2020 Fund Institutional SharesSTLCXwas added by Kivalia6/2/2014
BlackRock LifePath 2030 Fund Institutional SharesSTLDXwas added by Kivalia6/2/2014
BlackRock LifePath 2040 Fund Institutional SharesSTLEXwas added by Kivalia6/2/2014
BlackRock LifePath 2050 Fund Institutional SharesSTLFXwas added by Kivalia6/2/2014
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Plan Transactions

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