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Plan was created by sawasaki on 5/21/2012.
Number of Followers: 2


COMMENTS plan comments help
comment plan sawasaki 5/21/2012 2:22:48 PM
This is not a 401k plan it is a roll over IRA on Morgan Stanley platform. The investment options here are just a subset of what is available thus the model portfolios were generated based on these limited investment options.

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TRANSACTIONS investment options help
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NameTickerActionDate 
Templeton Global Bond Fund Class CTEGBXwas added by sawasaki5/21/2012Remove
Wells Fargo Growth Fund - Class CWGFCXwas added by sawasaki5/21/2012Remove
US Cash / Money MarketUSCASHwas added by sawasaki5/21/2012Remove
BlackRock Equity Dividend Fund Investor C SharesMCDVXwas added by sawasaki5/21/2012Remove
BlackRock International Opportunities Portfolio Investor C SharesBRECXwas added by sawasaki5/21/2012Remove
Fidelity Advisor Small Cap Fund Class CFSCEXwas added by sawasaki5/21/2012Remove
Invesco Mid Cap Core Equity Fund Class CGTACXwas added by sawasaki5/21/2012Remove
Invesco Real Estate Fund Class CIARCXwas added by sawasaki5/21/2012Remove
Ivy Asset Strategy Fund Class CWASCXwas added by sawasaki5/21/2012Remove
Morgan Stanley International CINLCXwas added by sawasaki5/21/2012Remove
Oppenheimer Developing Markets Fund Class CODVCXwas added by sawasaki5/21/2012Remove
Prudential Jennison Natural Resources Fund Class CPNRCXwas added by sawasaki5/21/2012Remove
Prudential Short-Term Corporate Bond Fund Class CPIFCXwas added by sawasaki5/21/2012Remove
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