Oracle HSA

COMMENTS help
	Add Comment To add a new comment Log In or Sign Up

TRANSACTIONS help

The investment options available to you through the plan have changed? Add or remove any here and get up-to-date advice: Name Ticker Action Date   Vanguard Wellington Fund Admiral Shares VWENX was added by jdpape 7/15/2016 Remove Vanguard Wellington Fund Investor Shares VWELX was removed by jdpape 7/15/2016 Vanguard Total Stock Market Index Fund Admiral Shares VTSAX was added by jdpape 7/15/2016 Remove Vanguard Small Capitalization Index Fund Investor Shares NAESX was removed by jdpape 7/15/2016 Vanguard Small-Cap Index Fund Admiral Shares VSMAX was added by jdpape 7/15/2016 Remove Vanguard 500 Index Fund Admiral Class VFIAX was added by jdpape 7/15/2016 Remove Vanguard 500 Index Fund Investor Class VFINX was removed by jdpape 7/15/2016 Vanguard REIT Index Fund Admiral Shares VGSLX was added by jdpape 7/15/2016 Remove Vanguard Mid-Cap Index Fund Admiral Shares VIMAX was added by jdpape 7/15/2016 Remove Vanguard Mid-Cap Index Fund Investor Shares VIMSX was removed by jdpape 7/15/2016 Vanguard LifeStrategy Moderate Growth Fund Investor Shares VSMGX was added by jdpape 7/15/2016 Remove Vanguard LifeStrategy Conservative Growth Fund Investor Shares VSCGX was added by jdpape 7/15/2016 Remove Vanguard LifeStrategy Growth Fund Investor Shares VASGX was added by jdpape 7/15/2016 Remove Vanguard Health Care Fund Admiral Shares VGHAX was added by jdpape 7/15/2016 Remove Vanguard Extended Market Index Fund Admiral Shares VEXAX was added by jdpape 7/15/2016 Remove Vanguard Equity-Income Fund Admiral Shares VEIRX was added by jdpape 7/15/2016 Remove Vanguard Equity-Income Fund Investor Shares VEIPX was removed by jdpape 7/15/2016 T. Rowe Price Blue Chip Growth Fund TRBCX was added by jdpape 7/15/2016 Remove Neuberger Berman Genesis Fund Investor Class NBGNX was removed by jdpape 7/15/2016 Neuberger Berman Genesis Fund Institutional Class NBGIX was added by jdpape 7/15/2016 Remove Lord Abbett High Yield Fund Class A LHYAX was added by jdpape 7/15/2016 Remove PIMCO StocksPLUS Small Fund Class A PCKAX was removed by jdpape 7/15/2016 PIMCO CommodityRealReturn Strategy Fund Class A PCRAX was removed by jdpape 7/15/2016 PIMCO All Asset Fund Class A PASAX was removed by jdpape 7/15/2016 Neuberger Berman Real Estate Fund Class A NREAX was removed by jdpape 7/15/2016 Keeley Small Cap Value Fund Class A KSCVX was removed by jdpape 7/15/2016 John Hancock Focused High Yield Fund Class A JHHBX was removed by jdpape 7/15/2016 Goldman Sachs Balanced Strategy Portfolio Class A GIPAX was removed by jdpape 7/15/2016 Goldman Sachs Growth Strategy Portfolio Class A GGSAX was removed by jdpape 7/15/2016 Goldman Sachs Growth and Income Strategy Portfolio Class A GOIAX was removed by jdpape 7/15/2016 Fidelity Low-Priced Stock Fund FLPSX was added by jdpape 7/15/2016 Remove Vanguard Wellington Fund Investor Shares VWELX was added by jdpape 12/5/2014 Vanguard Small Capitalization Index Fund Investor Shares NAESX was added by jdpape 12/5/2014 Vanguard 500 Index Fund Investor Class VFINX was added by jdpape 12/5/2014 Vanguard Mid-Cap Index Fund Investor Shares VIMSX was added by jdpape 12/5/2014 Vanguard Global Equity Fund Investor Shares VHGEX was added by jdpape 12/5/2014 Remove Vanguard Equity-Income Fund Investor Shares VEIPX was added by jdpape 12/5/2014 PIMCO StocksPLUS Small Fund Class A PCKAX was added by jdpape 12/5/2014 PIMCO Real Return Fund Class A PRTNX was added by jdpape 12/5/2014 Remove PIMCO Low Duration Fund Class A PTLAX was added by jdpape 12/5/2014 Remove PIMCO GNMA Fund Class A PAGNX was added by jdpape 12/5/2014 Remove PIMCO CommodityRealReturn Strategy Fund Class A PCRAX was added by jdpape 12/5/2014 PIMCO All Asset Fund Class A PASAX was added by jdpape 12/5/2014 John Hancock Focused High Yield Fund Class A JHHBX was added by jdpape 12/5/2014 Neuberger Berman Real Estate Fund Class A NREAX was added by jdpape 12/5/2014 Neuberger Berman Genesis Fund Investor Class NBGNX was added by jdpape 12/5/2014 Victory Munder Mid-Cap Core Growth Fund Class A MGOAX was added by jdpape 12/5/2014 Remove Keeley Small Cap Value Fund Class A KSCVX was added by jdpape 12/5/2014 JPMorgan Prime Money Market Fund Premier Class VPMXX was added by jdpape 12/5/2014 Remove Oppenheimer Developing Markets Fund Class A ODMAX was added by jdpape 12/5/2014 Remove John Hancock Fundamental Large Cap Core Fund Class A TAGRX was added by jdpape 12/5/2014 Remove Goldman Sachs Growth Strategy Portfolio Class A GGSAX was added by jdpape 12/5/2014 Goldman Sachs Growth and Income Strategy Portfolio Class A GOIAX was added by jdpape 12/5/2014 Goldman Sachs Balanced Strategy Portfolio Class A GIPAX was added by jdpape 12/5/2014 BlackRock Equity Dividend Fund Investor A Shares MDDVX was added by jdpape 12/5/2014 Remove American Funds Capital World Growth and Income Fund Class F-1 CWGFX was added by jdpape 12/5/2014 Remove US Cash / Money Market USCASH was added by jdpape 12/5/2014 Remove

Updating Plan and Portfolio Allocations...

Please wait while we are processing the changes to your investment plan.
We are generating updated portfolio allocations for this plan, this may take up to a few seconds.