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Dell Inc 401k Savings

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Plan was created by reedcote on 3/30/2012.
Number of Followers: 84


COMMENTS plan comments help
comment plan bmurphy 3/30/2012 2:52:11 PM
Some plan options are private funds which are being proxied within Kivalia. Specifically we are proxying "Balanced Fund" with DODBX, "Balanced Real Asset Fund" with HRLAX, "Equity Index Fund" with PNIEX, "Large Cap Value" by DODGX, "Short Duration Bond Fund" by GDFIX, and "Small Cap Growth" by TSCIX.

comment plan bmurphy 3/30/2012 2:54:17 PM
Short Duration Bond Fund proxied by GDIAX, not GDFIX.

comment plan bmurphy 3/30/2012 2:56:20 PM
Scratch that! Short Duration Bond Fund proxied by GSTGX, not GDIAX or GDFIX.

comment plan Deleted User 10/8/2013 4:34:34 PM
Removed BlackRock Index Equity fund (PNIEX), the fund does not seem to be trading any longer.

comment plan bmurphy 11/18/2013 6:37:39 PM
Updated the models to reflect new investment options.

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TRANSACTIONS investment options help
The investment options available to you through the plan have changed? Add or remove any here and get up-to-date advice:



NameTickerActionDate 
Wellington Mgmt. Durable Enterprises Series IIwas added by brian7/1/2021Remove
Prudential Core Plus Bond Fund Cl 5was added by brian7/1/2021Remove
American Century Investments One Choice In Retirement Portfolio Institutional ClassATTIXwas added by brian7/1/2021Remove
American Century Investments One Choice 2055 Portfolio Institutional ClassARENXwas added by brian7/1/2021Remove
American Century Investments One Choice 2050 Portfolio Institutional ClassARFSXwas added by brian7/1/2021Remove
American Century Investments One Choice 2045 Portfolio Institutional ClassAOOIXwas added by brian7/1/2021Remove
American Century Investments One Choice 2040 Portfolio Institutional ClassARDSXwas added by brian7/1/2021Remove
American Century Investments One Choice 2035 Portfolio Institutional ClassARLIXwas added by brian7/1/2021Remove
American Century Investments One Choice 2030 Portfolio Institutional ClassARCSXwas added by brian7/1/2021Remove
American Century Investments One Choice 2025 Portfolio Institutional ClassARWFXwas added by brian7/1/2021Remove
Fidelity Extended Market Index Fund Investor ClassFSEMXwas added by johnpeters22776/27/2018
Kinetics Paradigm Fund No Load ClassWWNPXwas removed by bmurphy12/28/2017
Kinetics Paradigm Fund No Load ClassWWNPXwas added by bmurphy12/8/2014
Fidelity Freedom K Income FundFFKAXwas added by bmurphy11/18/2013
Fidelity Freedom K 2055 FundFDENXwas added by bmurphy11/18/2013
Fidelity Freedom K 2045 FundFFKGXwas added by bmurphy11/18/2013
Fidelity Freedom K 2035 FundFKTHXwas added by bmurphy11/18/2013
Fidelity Freedom K 2025 FundFKTWXwas added by bmurphy11/18/2013
Fidelity Freedom K 2015 FundFKVFXwas added by bmurphy11/18/2013
Balanced Fundwas added by bmurphy11/18/2013Remove
International Fundwas added by bmurphy11/18/2013Remove
Bond Fundwas added by bmurphy11/18/2013Remove
International Value Fundwas added by bmurphy11/18/2013Remove
International Index Fundwas added by bmurphy11/18/2013Remove
International Index Fundwas removed by bmurphy11/18/2013Remove
International Index Fundwas added by bmurphy11/18/2013Remove
Emerging Markets Equitywas added by bmurphy11/18/2013Remove
Small / MidCap Core Indexwas added by bmurphy11/18/2013Remove
Small Cap Growthwas added by bmurphy11/18/2013Remove
Small Cap Valuewas added by bmurphy11/18/2013Remove
Large Cap Valuewas added by bmurphy11/18/2013Remove
Large Cap Growthwas added by bmurphy11/18/2013Remove
Equity Index Fundwas added by bmurphy11/18/2013Remove
Balanced Real Assetwas added by bmurphy11/18/2013Remove
Bond Index Fundwas added by bmurphy11/18/2013Remove
Short Duration Bondwas added by bmurphy11/18/2013Remove
Dodge & Cox International Stock FundDODFXwas removed by bmurphy11/18/2013
Money Market Fundwas added by bmurphy11/18/2013Remove
Acadian Emerging Markets Portfolio Institutional ClassAEMGXwas removed by bmurphy11/18/2013
Small / MidCap Core Indexwas removed by bmurphy11/18/2013Remove
Neuberger Berman Genesis Fund Institutional ClassNBGIXwas removed by bmurphy11/18/2013
American Funds EuroPacific Growth Fund Class R-5RERFXwas removed by bmurphy11/18/2013
American Funds The Growth Fund of America Class R-5RGAFXwas removed by bmurphy11/18/2013
PIMCO Total Return Fund Institutional ClassPTTRXwas removed by bmurphy11/18/2013
Bond Index Fundwas removed by bmurphy11/18/2013Remove
Vanguard Prime Money Market Fund Admiral SharesVMRXXwas removed by bmurphy11/18/2013
Vanguard FTSE All-World ex-US Index Fund Institutional SharesVFWSXwas removed by bmurphy11/18/2013
Dell Inc.DELLwas removed by bmurphy11/18/2013
Dodge & Cox Balanced FundDODBXwas removed by bmurphy11/18/2013
Hartford Global Real Asset Fund Class AHRLAXwas removed by bmurphy11/18/2013
Dodge & Cox Stock FundDODGXwas removed by bmurphy11/18/2013
Goldman Sachs Short Duration Government Fund Institutional SharesGSTGXwas removed by bmurphy11/18/2013
AMG TimesSquare Small Cap Growth Fund Class ITSCIXwas removed by bmurphy11/18/2013
BlackRock Index Equity Portfolio Institutional SharesPNIEXwas removed by Deleted User10/8/2013
AMG TimesSquare Small Cap Growth Fund Class ITSCIXwas added by bmurphy3/30/2012
Goldman Sachs Short Duration Government Fund Institutional SharesGSTGXwas added by bmurphy3/30/2012
Dodge & Cox Stock FundDODGXwas added by bmurphy3/30/2012
BlackRock Index Equity Portfolio Institutional SharesPNIEXwas added by bmurphy3/30/2012
Hartford Global Real Asset Fund Class AHRLAXwas added by bmurphy3/30/2012
Dodge & Cox Balanced FundDODBXwas added by bmurphy3/30/2012
Dell Inc.DELLwas added by reedcote3/30/2012
Vanguard FTSE All-World ex-US Index Fund Institutional SharesVFWSXwas added by reedcote3/30/2012
Dodge & Cox International Stock FundDODFXwas added by reedcote3/30/2012
Acadian Emerging Markets Portfolio Institutional ClassAEMGXwas added by reedcote3/30/2012
Small / MidCap Core Indexwas added by reedcote3/30/2012Remove
Neuberger Berman Genesis Fund Institutional ClassNBGIXwas added by reedcote3/30/2012
American Funds EuroPacific Growth Fund Class R-5RERFXwas added by reedcote3/30/2012
American Funds The Growth Fund of America Class R-5RGAFXwas added by reedcote3/30/2012
PIMCO Total Return Fund Institutional ClassPTTRXwas added by reedcote3/30/2012
Bond Index Fundwas added by reedcote3/30/2012Remove
Vanguard Prime Money Market Fund Admiral SharesVMRXXwas added by reedcote3/30/2012
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