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401k, 403b plan

Larry H. Miller Associates Retirement Plan & Trust

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Plan was created by Deleted User on 1/15/2016.
Number of Followers: 2


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TRANSACTIONS investment options help
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NameTickerActionDate 
Oakmark Equity And Income Fund Class IOAKBXwas added by Deleted User1/15/2016Remove
Pioneer Bond Fund Class APIOBXwas added by Deleted User1/15/2016Remove
Goldman Sachs Government Income Fund Institutional SharesGSOIXwas added by Deleted User1/15/2016Remove
Delaware Diversified Income Fund Class ADPDFXwas added by Deleted User1/15/2016Remove
Templeton Institutional Fund International Equity Series Primary SharesTFEQXwas added by Deleted User1/15/2016Remove
Oakmark International Fund Class IIOARIXwas added by Deleted User1/15/2016Remove
Victory Munder Mid-Cap Core Growth Fund Class YMGOYXwas added by Deleted User1/15/2016Remove
Victory Sycamore Small Company Opportunity Fund Class ASSGSXwas added by Deleted User1/15/2016Remove
Invesco Growth and Income Fund Class YACGMXwas added by Deleted User1/15/2016Remove
Invesco International Growth Fund R5 ClassAIEVXwas added by Deleted User1/15/2016Remove
Invesco Small Cap Value Fund Class YVSMIXwas added by Deleted User1/15/2016Remove
John Hancock Funds Disciplined Value Mid Cap Fund Class R2JVMSXwas added by Deleted User1/15/2016Remove
JPMorgan Mid Cap Value Fund Class AJAMCXwas added by Deleted User1/15/2016Remove
JPMorgan Small Cap Growth Fund Class APGSGXwas added by Deleted User1/15/2016Remove
MFS Value Fund Class AMEIAXwas added by Deleted User1/15/2016Remove
PRIMECAP Odyssey Aggressive Growth FundPOAGXwas added by Deleted User1/15/2016Remove
Putnam Growth Opportunities Fund Class YPGOYXwas added by Deleted User1/15/2016Remove
US Cash / Money MarketUSCASHwas added by Deleted User1/15/2016Remove
American Funds EuroPacific Growth Fund Class R-4REREXwas added by Deleted User1/15/2016Remove
American Funds New Perspective Fund Class R-4RNPEXwas added by Deleted User1/15/2016Remove
BlackRock S&P 500 Index Fund Institutional SharesBSPIXwas added by Deleted User1/15/2016Remove
Calamos International Growth Fund Institutional ClassCIGIXwas added by Deleted User1/15/2016Remove
Fidelity Advisor New Insights Fund Class AFNIAXwas added by Deleted User1/15/2016Remove
Hartford Small Cap Growth Fund Class R5HSLTXwas added by Deleted User1/15/2016Remove
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Plan Transactions

This section details the different updates made to the plan over time, such as when new investment options become available, etc...
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