TD Ameritrade - NTF Funds (low expenses/low minimums)

COMMENTS help
	bmurphy 8/22/2018 11:24:36 AM Plan is constructed of low-cost (<1% generally), and low-minimum (<=$1k initial purchase) on the TD Ameritrade platform. 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   BlackRock LifePath Active Retirement Fund Investor A Shares BAPBX was added by bmurphy 8/22/2018 Remove TIAA-CREF Lifecycle Retirement Income Fund Retirement Class TLIRX was added by bmurphy 8/22/2018 Remove Wells Fargo Dow Jones Target Today Fund - Class A STWRX was added by bmurphy 8/22/2018 Remove Deutsche Science and Technology Fund Class A KTCAX was added by bmurphy 8/22/2018 Remove BlackRock Science & Technology Opportunities Portfolio Investor A Shares BGSAX was added by bmurphy 8/22/2018 Remove Putnam Short Duration Income Fund Class A PSDTX was added by bmurphy 8/22/2018 Remove Dreyfus Ultra Short Income Fund Class Z DSIGX was added by bmurphy 8/22/2018 Remove Franklin Utilities Class A FKUTX was added by bmurphy 8/22/2018 Remove American Funds Capital Income Builder Class F-1 CIBFX was added by bmurphy 8/22/2018 Remove American Funds Global Balanced Fund Class F-1 GBLEX was added by bmurphy 8/22/2018 Remove Deutsche Global Income Builder Fund Class A KTRAX was added by bmurphy 8/22/2018 Remove Eaton Vance Multi-Strategy All Market Fund Class A EAAMX was added by bmurphy 8/22/2018 Remove Dreyfus/Standish Global Fixed Income Fund Class A DHGAX was added by bmurphy 8/22/2018 Remove Voya Global Bond Fund Class A INGBX was added by bmurphy 8/22/2018 Remove American Funds Capital World Bond Fund Class F-1 WBFFX was added by bmurphy 8/22/2018 Remove Pax Ellevate Global Women's Index Fund Individual Investor Class PXWEX was added by bmurphy 8/22/2018 Remove American Funds Capital World Growth and Income Fund Class F-1 CWGFX was added by bmurphy 8/22/2018 Remove American Funds New Perspective Fund Class F-1 NPFFX was added by bmurphy 8/22/2018 Remove American Funds SMALLCAP World Fund Class F-1 SCWFX was added by bmurphy 8/22/2018 Remove Oppenheimer Global Opportunities Fund Class A OPGIX was added by bmurphy 8/22/2018 Remove Pax Global Environmental Markets Fund Individual Investor Class PGRNX was added by bmurphy 8/22/2018 Remove TIAA-CREF Lifecycle 2015 Fund Retirement Class TCLIX was added by bmurphy 8/22/2018 Remove Wells Fargo Dow Jones Target 2015 Fund - Class A WFACX was added by bmurphy 8/22/2018 Remove American Funds 2015 Target Date Retirement Fund Class F-1 FAKTX was added by bmurphy 8/22/2018 Remove BlackRock LifePath Index 2020 Fund Investor A Shares LIQAX was added by bmurphy 8/22/2018 Remove BlackRock LifePath Active 2020 Fund Investor A Shares BAPCX was added by bmurphy 8/22/2018 Remove TIAA-CREF Lifecycle 2020 Retire TCLTX was added by bmurphy 8/22/2018 Remove BlackRock LifePath Index 2025 Fund Investor A Shares LILAX was added by bmurphy 8/22/2018 Remove BlackRock LifePath Active 2025 Fund Investor A Shares BAPDX was added by bmurphy 8/22/2018 Remove Wells Fargo Dow Jones Target 2025 Fund - Class A WFAYX was added by bmurphy 8/22/2018 Remove TIAA-CREF Lifecycle 2025 Fund Retirement Class TCLFX was added by bmurphy 8/22/2018 Remove BlackRock LifePath Index 2030 Fund Investor A Shares LINAX was added by bmurphy 8/22/2018 Remove BlackRock LifePath Active 2030 Fund Investor A Shares BAPEX was added by bmurphy 8/22/2018 Remove Wells Fargo Dow Jones Target 2030 Fund - Class A STHRX was added by bmurphy 8/22/2018 Remove TIAA-CREF Lifecycle 2030 Fund Retirement Class TCLNX was added by bmurphy 8/22/2018 Remove BlackRock LifePath Index 2035 Fund Investor A Shares LIJAX was added by bmurphy 8/22/2018 Remove BlackRock LifePath Active 2035 Fund Investor A Shares BAPGX was added by bmurphy 8/22/2018 Remove Wells Fargo Dow Jones Target 2035 Fund - Class A WFQBX was added by bmurphy 8/22/2018 Remove TIAA-CREF Lifecycle 2035 Fund Retirement Class TCLRX was added by bmurphy 8/22/2018 Remove BlackRock LifePath Index 2040 Fund Investor A Shares LIKAX was added by bmurphy 8/22/2018 Remove BlackRock LifePath Active 2040 Fund Investor A Shares BAPHX was added by bmurphy 8/22/2018 Remove Wells Fargo Dow Jones Target 2040 Fund - Class A STFRX was added by bmurphy 8/22/2018 Remove TIAA-CREF Lifecycle 2040 Fund Retirement Class TCLOX was added by bmurphy 8/22/2018 Remove BlackRock LifePath Index 2045 Fund Investor A Shares LIHAX was added by bmurphy 8/22/2018 Remove BlackRock LifePath Active 2045 Fund Investor A Shares BAPJX was added by bmurphy 8/22/2018 Remove Wells Fargo Dow Jones Target 2045 Fund - Class A WFQVX was added by bmurphy 8/22/2018 Remove TIAA-CREF Lifecycle 2045 Fund Retirement Class TTFRX was added by bmurphy 8/22/2018 Remove BlackRock LifePath Index 2050 Fund Investor A Shares LIPAX was added by bmurphy 8/22/2018 Remove BlackRock LifePath Active 2050 Fund Investor A Shares BAPKX was added by bmurphy 8/22/2018 Remove Wells Fargo Dow Jones Target 2050 Fund - Class A WFQAX was added by bmurphy 8/22/2018 Remove TIAA-CREF Lifecycle 2050 Fund Retirement Class TLFRX was added by bmurphy 8/22/2018 Remove BlackRock LifePath Index 2055 Fund Investor A Shares LIVAX was added by bmurphy 8/22/2018 Remove Wells Fargo Dow Jones Target 2055 Fund - Class A WFQZX was added by bmurphy 8/22/2018 Remove TIAA-CREF Lifecycle 2055 Fund Retirement Class TTRLX was added by bmurphy 8/22/2018 Remove BlackRock LifePath Index 2060 Fund Investor A LIZAX was added by bmurphy 8/22/2018 Remove BlackRock LifePath Index Retirement Fund Investor A Shares LIRAX was added by bmurphy 8/22/2018 Remove JPMorgan Intermediate Tax Free Bond Fund Class A JITAX was added by bmurphy 8/22/2018 Remove Lord Abbett AMT Free Municipal Bond Fund Class A LATAX was added by bmurphy 8/22/2018 Remove Franklin Federal Tax-Free Income Fund Class A FKTIX was added by bmurphy 8/22/2018 Remove JPMorgan Tax Free Bond Fund Class A PMBAX was added by bmurphy 8/22/2018 Remove Franklin Natural Resources Fund Class A FRNRX was added by bmurphy 8/22/2018 Remove BlackRock Natural Resources Trust Investor A Shares MDGRX was added by bmurphy 8/22/2018 Remove Putnam Absolute Return 100 Fund Class A PARTX was added by bmurphy 8/22/2018 Remove Putnam Absolute Return 300 Fund Class A PTRNX was added by bmurphy 8/22/2018 Remove Dreyfus Global Dynamic Bond Fund Class A DGDAX was added by bmurphy 8/22/2018 Remove Scout Unconstrained Bond Fund Class Y SUBYX was added by bmurphy 8/22/2018 Remove Glenmede Secured Options Portfolio GTSOX was added by bmurphy 8/22/2018 Remove Principal Preferred Securities Fund Class A PPSAX was added by bmurphy 8/22/2018 Remove TIAA-CREF Real Estate Securities Fund Retirement Class TRRSX was added by bmurphy 8/22/2018 Remove Davis Real Estate Fund Class A RPFRX was added by bmurphy 8/22/2018 Remove Deutsche Real Estate Securities Fund Class A RRRAX was added by bmurphy 8/22/2018 Remove Shelton Capital Management Short-Term U.S. Government Bond Fund Direct Shares STUSX was added by bmurphy 8/22/2018 Remove Shelton Capital Management U.S. Government Securities Fund Direct Shares CAUSX was added by bmurphy 8/22/2018 Remove Homestead Funds Short-Term Government Securities Fund HOSGX was added by bmurphy 8/22/2018 Remove Oppenheimer Limited-Term Government Fund Class A OPGVX was added by bmurphy 8/22/2018 Remove Madison High Quality Bond Fund Class Y MIIBX was added by bmurphy 8/22/2018 Remove TIAA-CREF Short-Term Bond Fund Retirement Class TISRX was added by bmurphy 8/22/2018 Remove Morgan Stanley Institutional Fund Trust Short Duration Income Portfolio Class A MLDAX was added by bmurphy 8/22/2018 Remove TIAA-CREF Small-Cap Blend Index Fund Retirement Class TRBIX was added by bmurphy 8/22/2018 Remove BlackRock Small Cap Index Fund Investor A Shares MDSKX was added by bmurphy 8/22/2018 Remove BlackRock Small/Mid Cap Index Fund Investor A Shares BSMAX was added by bmurphy 8/22/2018 Remove JPMorgan Market Expansion Enhanced Index Fund Class A OMEAX was added by bmurphy 8/22/2018 Remove BlackRock Disciplined Small Cap Core Fund Investor A Shares BDSAX was added by bmurphy 8/22/2018 Remove TIAA-CREF Small-Cap Equity Fund Retirement Class TRSEX was added by bmurphy 8/22/2018 Remove BlackRock Small Cap Growth Equity Portfolio Investor A Shares CSGEX was added by bmurphy 8/22/2018 Remove Northern Institutional Small Co Gr A BSGRX was added by bmurphy 8/22/2018 Remove Franklin Small Cap Value Fund Class A FRVLX was added by bmurphy 8/22/2018 Remove BlackRock Multi-Asset Income Portfolio Investor A Shares BAICX was added by bmurphy 8/22/2018 Remove AllianzGI Global Dynamic Allocation Fund Class A ASGAX was added by bmurphy 8/22/2018 Remove Putnam Dynamic Asset Allocation Conservative Fund Class A PACAX was added by bmurphy 8/22/2018 Remove TIAA-CREF Lifecycle 2010 Fund Retirement Class TCLEX was added by bmurphy 8/22/2018 Remove Wells Fargo Dow Jones Target 2010 Fund - Class A STNRX was added by bmurphy 8/22/2018 Remove American Funds 2010 Target Date Retirement Fund Class F-1 FAATX was added by bmurphy 8/22/2018 Remove Franklin High Income Fund Class A FHAIX was added by bmurphy 8/22/2018 Remove Wells Fargo Short-Term High Yield Bond Fund - Class A SSTHX was added by bmurphy 8/22/2018 Remove Franklin High Yield Tax-Free Income Fund Class A FRHIX was added by bmurphy 8/22/2018 Remove TIAA-CREF Inflation-Linked Bond Fund Retirement Class TIKRX was added by bmurphy 8/22/2018 Remove BlackRock Inflation Protected Bond Fund Investor A Shares BPRAX was added by bmurphy 8/22/2018 Remove Western Asset Inflation Indexed Plus Bond Fund Class FI WATPX was added by bmurphy 8/22/2018 Remove American Funds U.S. Government Securities Fund Class F-1 UGSFX was added by bmurphy 8/22/2018 Remove American Funds Mortgage Fund Class F-1 MFAEX was added by bmurphy 8/22/2018 Remove Putnam U.S. Government Income Fund Class A PGSIX was added by bmurphy 8/22/2018 Remove JPMorgan Government Bond Fund Class A OGGAX was added by bmurphy 8/22/2018 Remove BlackRock U.S. Total Bond Index Fund Investor A Shares BMOAX was added by bmurphy 8/22/2018 Remove TIAA-CREF Bond Index Fund Retirement Class TBIRX was added by bmurphy 8/22/2018 Remove Glenmede Fund Core Fixed Income Portfolio GTCGX was added by bmurphy 8/22/2018 Remove TIAA-CREF Bond Plus Fund Retirement Class TCBRX was added by bmurphy 8/22/2018 Remove TIAA-CREF Equity Index Fund Retirement Class TIQRX was added by bmurphy 8/22/2018 Remove TIAA-CREF S&P 500 Index Fund Retirement Class TRSPX was added by bmurphy 8/22/2018 Remove TIAA-CREF Large-Cap Growth Index Fund Retirement Class TRIRX was added by bmurphy 8/22/2018 Remove Shelton Capital Management Nasdaq-100 Index Fund Direct Shares NASDX was added by bmurphy 8/22/2018 Remove TIAA-CREF Growth & Income Fund Retirement Class TRGIX was added by bmurphy 8/22/2018 Remove TIAA-CREF Large-Cap Value Index Fund Retirement Class TRCVX was added by bmurphy 8/22/2018 Remove Voya Corporate Leaders Trust Fund Series B LEXCX was added by bmurphy 8/22/2018 Remove Homestead Funds Value Fund HOVLX was added by bmurphy 8/22/2018 Remove Putnam Equity Spectrum Fund Class A PYSAX was added by bmurphy 8/22/2018 Remove Shelton Capital Management S&P Midcap Index Fund Direct Shares SPMIX was added by bmurphy 8/22/2018 Remove TIAA-CREF Mid-Cap Growth Fund Retirement Class TRGMX was added by bmurphy 8/22/2018 Remove Nicholas II Fund Class N NNTWX was added by bmurphy 8/22/2018 Remove TIAA-CREF Mid-Cap Value Fund Retirement Class TRVRX was added by bmurphy 8/22/2018 Remove Franklin Balance Sheet Investment Fund Class A FRBSX was added by bmurphy 8/22/2018 Remove Lord Abbett Mid Cap Stock Fund Class A LAVLX was added by bmurphy 8/22/2018 Remove BlackRock Strategic Risk Allocation Fund Investor A Shares BSTAX was added by bmurphy 8/22/2018 Remove Deutsche Global Equity Fund Class A DBISX was added by bmurphy 8/22/2018 Remove Lord Abbett Emerging Markets Currency Fund Class A LDMAX was added by bmurphy 8/22/2018 Remove Eaton Vance Diversified Currency Income Fund Class A EAIIX was added by bmurphy 8/22/2018 Remove Lord Abbett Bond Debenture Fund Class A LBNDX was added by bmurphy 8/22/2018 Remove Franklin Federal Intermediate-Term Tax-Free Income Fund Class A FKITX was added by bmurphy 8/22/2018 Remove Eaton Vance TABS 5-to-15 Year Laddered Municipal Bond Fund Class A EALTX was added by bmurphy 8/22/2018 Remove JPMorgan Corporate Bond Fund Class A CBRAX was added by bmurphy 8/22/2018 Remove Permanent Portfolio Versatile Bond Portfolio Class I PRVBX was added by bmurphy 8/22/2018 Remove TIAA-CREF Emerging Markets Equity Index Fund Retirement Class TEQSX was added by bmurphy 8/22/2018 Remove American Funds New World Fund Class F-1 NWFFX was added by bmurphy 8/22/2018 Remove Aberdeen Asia Bond Fund Class A AEEAX was added by bmurphy 8/22/2018 Remove Deutsche Enhanced Emerging Markets Fixed Income Fund Class A SZEAX was added by bmurphy 8/22/2018 Remove Lord Abbett Emerging Markets Corporate Debt Fund Class A LCDAX was added by bmurphy 8/22/2018 Remove Oppenheimer Emerging Markets Local Debt Fund Class A OEMAX was added by bmurphy 8/22/2018 Remove Franklin Gold and Precious Metals Fund Class A FKRCX was added by bmurphy 8/22/2018 Remove Wells Fargo Precious Metals Fund - Class A EKWAX was added by bmurphy 8/22/2018 Remove Shelton Capital Management European Growth & Income Fund Direct Shares EUGIX was added by bmurphy 8/22/2018 Remove Davis Financial Fund Class A RPFGX was added by bmurphy 8/22/2018 Remove TIAA-CREF International Equity Index Fund Retirement Class TRIEX was added by bmurphy 8/22/2018 Remove BlackRock International Index Fund Investor A Shares MDIIX was added by bmurphy 8/22/2018 Remove BlackRock Total International ex U.S. Index Fund Investor A Shares BDOAX was added by bmurphy 8/22/2018 Remove TIAA-CREF International Equity Fund Retirement Class TRERX was added by bmurphy 8/22/2018 Remove Parametric International Equity Fund Investor Class EAISX was added by bmurphy 8/22/2018 Remove American Funds EuroPacific Growth Fund Class F-1 AEGFX was added by bmurphy 8/22/2018 Remove Homestead International Equity Fund HISIX was added by bmurphy 8/22/2018 Remove Sextant International Fund SSIFX was added by bmurphy 8/22/2018 Remove JPMorgan International Value Fund Class A JFEAX was added by bmurphy 8/22/2018 Remove SSgA International Stock Selection Fund N Class SSAIX was added by bmurphy 8/22/2018 Remove GAMCO Global Opportunity Fund Class AAA GABOX was added by bmurphy 8/22/2018 Remove Oakmark International Small Cap Fund Class I OAKEX was added by bmurphy 8/22/2018 Remove Gerstein Fisher Multi-Factor Global Real Estate Securities Fund GFMRX was added by bmurphy 8/22/2018 Remove Schwab Global Real Estate Fund SWASX was added by bmurphy 8/22/2018 Remove Schwab Health Care Fund SWHFX was added by bmurphy 8/22/2018 Remove Franklin Biotechnology Discovery Fund Class A FBDIX was added by bmurphy 8/22/2018 Remove TIAA-CREF High-Yield Fund Retirement Class TIHRX was added by bmurphy 8/22/2018 Remove American Funds American High-Income Trust Class F-1 AHTFX was added by bmurphy 8/22/2018 Remove Madison High Income Fund Class Y MHNYX was added by bmurphy 8/22/2018 Remove US Cash / Money Market USCASH was added by bmurphy 8/22/2018 Remove BlackRock Managed Income Fund Investor A Shares BLADX was added by bmurphy 8/22/2018 Remove BlackRock 20/80 Target Allocation Fund Investor A Shares BACPX was added by bmurphy 8/22/2018 Remove Wells Fargo Diversified Income Builder Fund - Class A EKSAX was added by bmurphy 8/22/2018 Remove Franklin Income Fund Class A FKINX was added by bmurphy 8/22/2018 Remove American Funds TaxAdvantaged Income Fund Class F1 TAIFX was added by bmurphy 8/22/2018 Remove JPMorgan Income Builder Fund Class A Shares JNBAX was added by bmurphy 8/22/2018 Remove BlackRock 40/60 Target Allocation Fund Investor A Shares BAMPX was added by bmurphy 8/22/2018 Remove TIAA-CREF Managed Allocation Fund Retirement Class TITRX was added by bmurphy 8/22/2018 Remove American Funds American Balanced Fund Class F-1 BALFX was added by bmurphy 8/22/2018 Remove American Funds Income Portfolio Class F-1 INPFX was added by bmurphy 8/22/2018 Remove BlackRock 60/40 Target Allocation Fund Investor A Shares BAGPX was added by bmurphy 8/22/2018 Remove American Funds The Income Fund of America Class F-1 IFAFX was added by bmurphy 8/22/2018 Remove BlackRock 80/20 Target Allocation Fund Class A BAAPX was added by bmurphy 8/22/2018 Remove American Funds Growth and Income Portfolio Class F-1 GAIFX was added by bmurphy 8/22/2018 Remove TIAA-CREF Lifestyle Growth Fund Retirement Class TSGRX was added by bmurphy 8/22/2018 Remove BlackRock 80/20 Target Allocation Fund Class R BRAPX was added by bmurphy 8/22/2018 Remove TIAA-CREF Lifestyle Aggressive Growth Fund Retirement Class TSARX was added by bmurphy 8/22/2018 Remove Calvert Aggressive Allocation Fund Class A CAAAX was added by bmurphy 8/22/2018 Remove Franklin Corefolio Allocation Fund Class A FTCOX was added by bmurphy 8/22/2018 Remove Franklin Floating Rate Daily Access Fund Class A FAFRX was added by bmurphy 8/22/2018 Remove BlackRock Floating Rate Income Portfolio Investor A Shares BFRAX was added by bmurphy 8/22/2018 Remove JPMorgan Floating Rate Income Fund Class A JPHAX was added by bmurphy 8/22/2018 Remove Parametric Commodity Strategy Fund Investor Class EAPCX was added by bmurphy 8/22/2018 Remove VanEck CM Commodity Index Fund Class A CMCAX was added by bmurphy 8/22/2018 Remove Franklin Convertible Securities Fund Class A FISCX was added by bmurphy 8/22/2018 Remove Madison Corporate Bond Fund Class Y COINX was added by bmurphy 8/22/2018 Remove

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