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401k, 403b plan

Mayo 403(B) Plan

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Plan was created by jaa-kivalia on 1/1/2016.
Number of Followers: 2


COMMENTS plan comments help
comment plan jaa-kivalia 1/1/2016 10:28:47 AM
Could not find Fidelity Lifecycle Index Funds, or the HLIC or TIAA fixed return funds, or the TIAA real estate (subbed the TIAA investor real estate fund)

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TRANSACTIONS investment options help
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NameTickerActionDate 
Fidelity Freedom Index 2050 Fund Investor ClassFIPFXwas added by jaa-kivalia10/16/2018Remove
Fidelity Freedom Index 2040 Fund Investor ClassFBIFXwas added by jaa-kivalia10/16/2018Remove
Fidelity Freedom Index 2030 Fund Investor ClassFXIFXwas added by jaa-kivalia10/16/2018Remove
Fidelity Freedom Index 2010 Fund Investor ClassFKIFXwas added by jaa-kivalia10/16/2018Remove
Fidelity Freedom Index 2020 Fund Investor ClassFPIFXwas added by jaa-kivalia10/16/2018Remove
Vanguard Inflation-Protected Securities Fund Institutional SharesVIPIXwas added by jaa-kivalia1/1/2016Remove
TIAA-CREF Real Estate Securities Fund Retail ClassTCREXwas added by jaa-kivalia1/1/2016Remove
Templeton Global Bond Fund Class ATPINXwas added by jaa-kivalia1/1/2016Remove
PIMCO Low Duration Fund Administrative ClassPLDAXwas added by jaa-kivalia1/1/2016Remove
Vanguard Wellesley Income Fund Admiral SharesVWIAXwas added by jaa-kivalia1/1/2016Remove
Fidelity Capital & Income FundFAGIXwas added by jaa-kivalia1/1/2016Remove
Dodge & Cox Income FundDODIXwas added by jaa-kivalia1/1/2016Remove
American Funds Capital World Bond Fund Class R-4RCWEXwas added by jaa-kivalia1/1/2016Remove
Vanguard Wellington Fund Admiral SharesVWENXwas added by jaa-kivalia1/1/2016Remove
Vanguard LifeStrategy Moderate Growth Fund Investor SharesVSMGXwas added by jaa-kivalia1/1/2016Remove
Vanguard Long-Term Bond Index Fund Investor SharesVBLTXwas added by jaa-kivalia1/1/2016Remove
Oakmark Equity And Income Fund Class IOAKBXwas added by jaa-kivalia1/1/2016Remove
Dodge & Cox Balanced FundDODBXwas added by jaa-kivalia1/1/2016Remove
TIAA-CREF Social Choice Equity Fund Institutional ClassTISCXwas added by jaa-kivalia1/1/2016Remove
Vanguard Energy Fund Admiral SharesVGELXwas added by jaa-kivalia1/1/2016Remove
Vanguard REIT Index Fund Institutional SharesVGSNXwas added by jaa-kivalia1/1/2016Remove
Vanguard Precious Metals And Mining Fund Investor SharesVGPMXwas added by jaa-kivalia1/1/2016Remove
T. Rowe Price New Era FundPRNEXwas added by jaa-kivalia1/1/2016Remove
Vanguard Global Equity Fund Investor SharesVHGEXwas added by jaa-kivalia1/1/2016Remove
T. Rowe Price New Asia FundPRASXwas added by jaa-kivalia1/1/2016Remove
Vanguard Health Care Fund Admiral SharesVGHAXwas added by jaa-kivalia1/1/2016Remove
T. Rowe Price New Horizons FundPRNHXwas added by jaa-kivalia1/1/2016Remove
American Funds Capital World Growth and Income Fund Class R-5RWIFXwas added by jaa-kivalia1/1/2016Remove
Dreyfus Global Stock Fund Class IDGLRXwas added by jaa-kivalia1/1/2016Remove
GMO Emerging Countries Fund Class MGECMXwas added by jaa-kivalia1/1/2016Remove
Oakmark Global Fund Class IOAKGXwas added by jaa-kivalia1/1/2016Remove
Oakmark International Fund Class IOAKIXwas added by jaa-kivalia1/1/2016Remove
T. Rowe Price International Discovery FundPRIDXwas added by jaa-kivalia1/1/2016Remove
Baron Growth Fund Institutional SharesBGRIXwas added by jaa-kivalia1/1/2016Remove
Fidelity Low-Priced Stock Fund Class KFLPKXwas added by jaa-kivalia1/1/2016Remove
Neuberger Berman Genesis Fund Trust ClassNBGEXwas added by jaa-kivalia1/1/2016Remove
Vanguard PRIMECAP Fund Admiral SharesVPMAXwas added by jaa-kivalia1/1/2016Remove
Fidelity Dividend Growth Fund Class KFDGKXwas added by jaa-kivalia1/1/2016Remove
Dodge & Cox Stock FundDODGXwas added by jaa-kivalia1/1/2016Remove
American Funds Washington Mutual Investors Fund Class R-5RWMFXwas added by jaa-kivalia1/1/2016Remove
American Funds The Growth Fund of America Class R-5RGAFXwas added by jaa-kivalia1/1/2016Remove
Fidelity U.S. Bond IndexFXNAXwas added by jaa-kivalia1/1/2016Remove
Oakmark Select Fund Class IOAKLXwas added by jaa-kivalia1/1/2016Remove
MainStay ICAP Select Equity Fund Class IICSLXwas added by jaa-kivalia1/1/2016Remove
The Hartford Capital Appreciation Fund Class YHCAYXwas added by jaa-kivalia1/1/2016Remove
Vanguard Windsor II Fund Admiral SharesVWNAXwas added by jaa-kivalia1/1/2016Remove
Fidelity International IndexFSPSXwas added by jaa-kivalia1/1/2016Remove
Fidelity Emerging Markets Index Fund Premium ClassFPMAXwas added by jaa-kivalia1/1/2016
Dodge & Cox International Stock FundDODFXwas added by jaa-kivalia1/1/2016Remove
American Funds New Perspective Fund Class R-5RNPFXwas added by jaa-kivalia1/1/2016Remove
American Funds EuroPacific Growth Fund Class R-5RERFXwas added by jaa-kivalia1/1/2016Remove
Metropolitan West Total Return Bond Fund Class IMWTIXwas added by jaa-kivalia1/1/2016Remove
Vanguard Explorer Fund Admiral SharesVEXRXwas added by jaa-kivalia1/1/2016Remove
Royce Pennsylvania Mutual Fund Investment ClassPENNXwas added by jaa-kivalia1/1/2016Remove
Fidelity Extended Market IndexFSMAXwas added by jaa-kivalia1/1/2016Remove
Fidelity Mid-Cap Stock Fund Class KFKMCXwas added by jaa-kivalia1/1/2016Remove
Vanguard Institutional Total Stock Market Index Fund Institutional Plus SharesVITPXwas added by jaa-kivalia1/1/2016Remove
Vanguard Institutional Index Fund Institutional Plus SharesVIIIXwas added by jaa-kivalia1/1/2016Remove
Fidelity Contrafund Fund Class KFCNKXwas added by jaa-kivalia1/1/2016Remove
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