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Plan was created by kivalia on 1/21/2012.
Number of Followers: 3


COMMENTS plan comments help
comment plan bmurphy 2/15/2012 6:52:57 PM
This plan is complete and exactly correct (with no proxies) as of 2/15/12.

comment plan bmurphy 3/27/2012 10:32:25 AM
Added Fidelity Target 2055 as of today.

comment plan bmurphy 9/11/2012 11:06:56 AM
Updated Fidelity Target 2055 to Fidelity Advisor Target 2055 A.

comment plan bmurphy 1/22/2013 11:11:12 AM
American Century Equity Index has been removed from the plan. Will do so in our lineup. Plan is correct as of 1/22/2013.

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TRANSACTIONS investment options help
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NameTickerActionDate 
American Century Investments Equity Index Fund Institutional ClassACQIXwas removed by bmurphy1/22/2013
Fidelity Advisor Freedom 2055 Fund Class AFHFAXwas added by bmurphy9/11/2012Remove
Fidelity Freedom 2055 FundFDEEXwas removed by bmurphy9/11/2012
Fidelity Freedom 2055 FundFDEEXwas added by bmurphy3/27/2012
American Century Investments Equity Index Fund Institutional ClassACQIXwas added by bmurphy2/15/2012
Fidelity Advisor Mid Cap II Fund Class AFIIAXwas added by kivalia1/21/2012Remove
Invesco Growth and Income Fund Class AACGIXwas added by kivalia1/21/2012Remove
Invesco Equally-Weighted S&P 500 Fund Class AVADAXwas added by kivalia1/21/2012Remove
Columbia Disciplined Small Core Fund Class ALSMAXwas added by kivalia1/21/2012Remove
Fidelity Advisor Small Cap Value Fund Class AFCVAXwas added by kivalia1/21/2012Remove
Oppenheimer Global Fund Class AOPPAXwas added by kivalia1/21/2012Remove
Fidelity Advisor Industrials Fund Class AFCLAXwas added by kivalia1/21/2012Remove
Fidelity Advisor Technology Fund Class AFADTXwas added by kivalia1/21/2012Remove
Nuveen Mid Cap Index Fund Class AFDXAXwas added by kivalia1/21/2012Remove
Nuveen Real Estate Securities Fund Class AFREAXwas added by kivalia1/21/2012Remove
Fidelity Advisor New Insights Fund Class AFNIAXwas added by kivalia1/21/2012Remove
Fidelity Advisor Leveraged Company Stock Fund Class AFLSAXwas added by kivalia1/21/2012Remove
AB Discovery Value Fund Class AABASXwas added by kivalia1/21/2012Remove
Lord Abbett Developing Growth Fund Class ALAGWXwas added by kivalia1/21/2012Remove
Prudential Jennison Select Growth Fund Class ASPFAXwas added by kivalia1/21/2012Remove
BlackRock International Opportunities Portfolio Investor A SharesBREAXwas added by kivalia1/21/2012Remove
Fidelity Advisor Freedom Income Fund Class AFAFAXwas added by kivalia1/21/2012Remove
Invesco Equity and Income Fund Class AACEIXwas added by kivalia1/21/2012Remove
Franklin U.S. Government Securities Series Class AFKUSXwas added by kivalia1/21/2012Remove
Oppenheimer International Bond Fund Class AOIBAXwas added by kivalia1/21/2012Remove
PIMCO Total Return Fund Class APTTAXwas added by kivalia1/21/2012Remove
Fidelity Advisor Freedom 2040 Fund Class AFAFFXwas added by kivalia1/21/2012Remove
Fidelity Advisor Freedom 2005 Fund Class AFFAVXwas added by kivalia1/21/2012Remove
Fidelity Advisor Freedom 2010 Fund Class AFACFXwas added by kivalia1/21/2012Remove
Fidelity Advisor Freedom 2015 Fund Class AFFVAXwas added by kivalia1/21/2012Remove
Fidelity Advisor Freedom 2020 Fund Class AFDAFXwas added by kivalia1/21/2012Remove
Fidelity Advisor Freedom 2025 Fund Class AFATWXwas added by kivalia1/21/2012Remove
Fidelity Advisor Freedom 2030 Fund Class AFAFEXwas added by kivalia1/21/2012Remove
Fidelity Advisor Freedom 2035 Fund Class AFATHXwas added by kivalia1/21/2012Remove
Fidelity Advisor Freedom 2045 Fund Class AFFFZXwas added by kivalia1/21/2012Remove
Wells Fargo Growth Fund - Class ASGRAXwas added by kivalia1/21/2012Remove
Fidelity Advisor Freedom 2050 Fund Class AFFFLXwas added by kivalia1/21/2012Remove
Federated High Yield Trust Service SharesFHYTXwas added by kivalia1/21/2012Remove
US Cash / Money MarketUSCASHwas added by kivalia1/21/2012Remove
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