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401k, 403b plan

Kauth, Pomeroy, Peck & Bailey, LLP

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Plan was created by djb on 2/21/2012.
Number of Followers: 3


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TRANSACTIONS investment options help
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NameTickerActionDate 
Metropolitan West High Yield Bond Fund Class InstitutionalMWHIXwas added by djb1/9/2018Remove
Vanguard Total Bond Market Index Fund Admiral SharesVBTLXwas added by djb1/9/2018Remove
Metropolitan West Total Return Bond Fund Class IMWTIXwas added by djb1/9/2018Remove
Davis Government Bond Fund Class ARFBAXwas added by djb1/9/2018Remove
American Century Investments Equity Index Fund Investor ClassACIVXwas removed by pat.richey3/3/2013
Fallen Angels Income FundFAINXwas removed by pat.richey3/3/2013
Delaware Diversified Income Fund Institutional ClassDPFFXwas added by pat.richey3/3/2013Remove
BlackRock Global Allocation Fund, Inc. Institutional SharesMALOXwas added by pat.richey3/3/2013Remove
American Century Equity Income Fund Investor ClassTWEIXwas added by pat.richey3/3/2013Remove
American Funds U.S. Government Money Market Fund Class R-6RAFXXwas added by pat.richey3/3/2013Remove
Delaware Wealth Builder Fund Institutional ClassDDIIXwas added by djb2/21/2012Remove
Templeton Global Bond Fund Advisor ClassTGBAXwas added by djb2/21/2012Remove
PIMCO Emerging Markets Bond Fund Class APAEMXwas added by djb2/21/2012Remove
Oppenheimer Gold & Special Minerals Fund Class AOPGSXwas added by djb2/21/2012Remove
Franklin Global Real Estate Fund Advisor ClassFVGRXwas added by djb2/21/2012Remove
PIMCO CommodityRealReturn Strategy Fund Class PPCRPXwas added by djb2/21/2012Remove
T. Rowe Price Health Sciences FundPRHSXwas added by djb2/21/2012Remove
BlackRock All-Cap Energy & Resources Portfolio Investor A ClassBACAXwas added by djb2/21/2012Remove
BlackRock Science & Technology Opportunities Portfolio Institutional SharesBGSIXwas added by djb2/21/2012Remove
Cohen & Steers Realty Shares FundCSRSXwas added by djb2/21/2012Remove
Vanguard Intermediate-Term Treasury Fund Investor SharesVFITXwas added by djb2/21/2012Remove
Vanguard Short-Term Investment-Grade Fund Investor SharesVFSTXwas added by djb2/21/2012Remove
Vanguard Total Bond Market Index Fund Investor SharesVBMFXwas added by djb2/21/2012Remove
PIMCO Real Return Fund Class PPRLPXwas added by djb2/21/2012Remove
US Cash / Money MarketUSCASHwas added by djb2/21/2012Remove
BlackRock Global Allocation Fund, Inc. Class RMRLOXwas added by djb2/21/2012Remove
American Century Investments One Choice Portfolio: Conservative Investor ClassAOCIXwas added by djb2/21/2012Remove
American Century Investments One Choice Portfolio: Moderate Investor ClassAOMIXwas added by djb2/21/2012Remove
American Century Investments One Choice Portfolio: Aggressive Investor ClassAOGIXwas added by djb2/21/2012Remove
Fallen Angels Income FundFAINXwas added by djb2/21/2012
Fidelity Advisor New Insights Fund Class IFINSXwas added by djb2/21/2012Remove
American Century Investments Equity Index Fund Investor ClassACIVXwas added by djb2/21/2012
Fallen Angels Value FundFAVLXwas added by djb2/21/2012Remove
Janus Enterprise Fund Class IJMGRXwas added by djb2/21/2012Remove
Royce Special Equity Fund Investment ClassRYSEXwas added by djb2/21/2012Remove
Thornburg International Value Fund Class R5TIVRXwas added by djb2/21/2012Remove
Oppenheimer Developing Markets Fund Class YODVYXwas added by djb2/21/2012Remove
First Eagle Overseas Fund Class ISGOIXwas added by djb2/21/2012Remove
T. Rowe Price Financial Services FundPRISXwas added by djb2/21/2012Remove
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