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The Home Depot Futurebuilder

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Plan was created by bmurphy on 5/7/2018.
Number of Followers: 11


COMMENTS plan comments help
comment plan bmurphy 5/7/2018 3:13:35 PM
Plan created with a number of "proxies" that are similar to, but not identical to actual funds available in the plan. We're using the following proxies: VBTIX (for Bond Fund), BIGPX (for Balanced Fund), SPY (for Large Cap Index Fund), TRLGX (for Large Cap Growth Fund), AMVAX (for Small-Mid Cap Value Fund), VEXAX (for Small-Mid Cap Index), TMDIX (for Small-Mid Cap Growth Fund), EFA (for International Equity Index Fund).

comment plan brian 1/7/2020 3:27:20 PM
Removed Target date 2020 fund (as it's stopped trading), and changed the balanced fund to a better representation.

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TRANSACTIONS investment options help
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NameTickerActionDate 
Small-Mid Cap Growth Fundwas added by brian10/18/2020Remove
Small-Mid Cap Value Fundwas added by brian10/18/2020Remove
Small-Mid Cap Value Fundwas removed by brian10/18/2020Remove
Small-Mid Cap Value Fundwas added by brian10/18/2020Remove
Small-Mid Cap Value Fundwas removed by brian10/18/2020
Small-Mid Cap Growth Fundwas removed by brian10/18/2020
Vanguard Extended Market Index Fund Investor SharesVEXMXwas removed by brian10/18/2020
Vanguard Extended Market Index Fund Investor SharesVEXMXwas added by brian10/18/2020
BlackRock LifePath Index 2020 Fund Institutional SharesLIQIXwas removed by brian1/7/2020
Balanced Fundwas added by brian1/7/2020Remove
Balanced Fundwas removed by brian1/7/2020
Small-Mid Cap Growth Fundwas added by bmurphy5/7/2018
Dodge & Cox International Stock FundDODFXwas added by bmurphy5/7/2018Remove
International Equity Index Fundwas added by bmurphy5/7/2018Remove
Home Depot Stock Fundwas added by bmurphy5/7/2018Remove
Stable Value fundwas added by bmurphy5/7/2018Remove
BlackRock LifePath Index 2020 Fund Institutional SharesLIQIXwas added by bmurphy5/7/2018
BlackRock LifePath Index 2025 Fund Institutional SharesLIBIXwas added by bmurphy5/7/2018Remove
BlackRock LifePath Index 2030 Fund Institutional SharesLINIXwas added by bmurphy5/7/2018Remove
BlackRock LifePath Index 2035 Fund Institutional SharesLIJIXwas added by bmurphy5/7/2018Remove
Small-Mid Cap Index fundwas added by bmurphy5/7/2018Remove
Large Cap Growth Fundwas added by bmurphy5/7/2018Remove
Large Cap Index Fundwas added by bmurphy5/7/2018Remove
Dodge & Cox Stock FundDODGXwas added by bmurphy5/7/2018Remove
Balanced Fundwas added by bmurphy5/7/2018
Bond Fundwas added by bmurphy5/7/2018Remove
BlackRock LifePath Index 2060 Fund InstitutionalLIZIXwas added by bmurphy5/7/2018Remove
BlackRock LifePath Index 2055 Fund Institutional SharesLIVIXwas added by bmurphy5/7/2018Remove
BlackRock LifePath Index 2050 Fund Institutional SharesLIPIXwas added by bmurphy5/7/2018Remove
BlackRock LifePath Index 2045 Fund Institutional SharesLIHIXwas added by bmurphy5/7/2018Remove
BlackRock LifePath Index 2040 Fund Institutional SharesLIKIXwas added by bmurphy5/7/2018Remove
Small-Mid Cap Value Fundwas added by bmurphy5/7/2018
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