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401(k) Guidance
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Okta, Inc 401(k)
Portfolios
Funds Ratings
Plan Information
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Plan was created by
lscotte on 4/15/2013
.
Number of Followers:
3
COMMENTS
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brian
7/4/2021 7:02:35 PM
Plan has been updated based on company's 2019 form 5500 filing.
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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
Victory Sycamore Established Value Fund Class R6
VEVRX
was added by brian
7/4/2021
Remove
Fidelity International Index
FSPSX
was added by brian
7/4/2021
Remove
Oppenheimer Developing Markets Fund Class I
ODVIX
was added by brian
7/4/2021
Remove
Janus Triton Fund Class N
JGMNX
was added by brian
7/4/2021
Remove
American Funds EuroPacific Growth Fund Class R-6
RERGX
was added by brian
7/4/2021
Remove
Metropolitan West Total Return Bond Fund Class I
MWTIX
was added by brian
7/4/2021
Remove
PRIMECAP Odyssey Growth Fund
POGRX
was added by brian
7/4/2021
Remove
DFA U.S. Sustainability Core 1 Portfolio
DFSIX
was added by brian
7/4/2021
Remove
DFA U.S. Small Cap Value Portfolio Institutional Class
DFSVX
was added by brian
7/4/2021
Remove
DFA International Small Cap Value Portfolio Institutional Class
DISVX
was added by brian
7/4/2021
Remove
DFA U.S. Large Cap Value Portfolio Institutional Class
DFLVX
was added by brian
7/4/2021
Remove
Vanguard Target Retirement 2065 Fund Investor Shares
VLXVX
was added by brian
7/4/2021
Remove
Vanguard Target Retirement 2060 Fund Investor Shares
VTTSX
was added by brian
7/4/2021
Remove
Vanguard Target Retirement 2050 Fund Investor Shares
VFIFX
was added by brian
7/4/2021
Remove
Vanguard Target Retirement 2045 Fund Investor Shares
VTIVX
was added by brian
7/4/2021
Remove
Vanguard Target Retirement 2040 Fund Investor Shares
VFORX
was added by brian
7/4/2021
Remove
Vanguard Target Retirement 2035 Fund Investor Shares
VTTHX
was added by brian
7/4/2021
Remove
Vanguard Target Retirement 2030 Fund Investor Shares
VTHRX
was added by brian
7/4/2021
Remove
Vanguard Target Retirement 2025 Fund Investor Shares
VTTVX
was added by brian
7/4/2021
Remove
Vanguard Target Retirement 2020 Fund Investor Shares
VTWNX
was added by brian
7/4/2021
Remove
Vanguard Target Retirement 2015 Fund Investor Shares
VTXVX
was added by brian
7/4/2021
Remove
Vanguard Target Retirement Income Fund Investor Shares
VTINX
was added by brian
7/4/2021
Remove
Fidelity Mid Cap Index Fund Institutional Class
FSTPX
was removed by brian
7/4/2021
Fidelity Spartan 500 Index Investor
FSMKX
was removed by brian
7/4/2021
Fidelity Mid Cap Index Fund Institutional Class
FSTPX
was added by brian
7/4/2021
Fidelity Spartan 500 Index Investor
FSMKX
was added by brian
7/4/2021
Fidelity 500 Index
FXAIX
was removed by brian
7/4/2021
AMG Yacktman Fund Class I
YACKX
was removed by brian
7/4/2021
Lord Abbett Developing Growth Fund Class A
LAGWX
was removed by brian
7/4/2021
Thornburg International Value Fund Class R5
TIVRX
was removed by brian
7/4/2021
Fidelity U.S. Government Reserves
FGRXX
was removed by brian
7/4/2021
BlackRock Global Allocation Fund, Inc. Institutional Shares
MALOX
was removed by brian
7/4/2021
Templeton Global Bond Fund Class A
TPINX
was removed by brian
7/4/2021
Metropolitan West Total Return Bond Fund Class I
MWTIX
was removed by brian
7/4/2021
Remove
Franklin Gold and Precious Metals Fund Advisor Class
FGADX
was removed by brian
7/4/2021
Oppenheimer Developing Markets Fund Class Y
ODVYX
was removed by brian
7/4/2021
Prudential Jennison Natural Resources Fund Class A
PGNAX
was removed by brian
7/4/2021
T. Rowe Price Retirement 2040 Fund Advisor Class
PARDX
was removed by brian
7/4/2021
T. Rowe Price Retirement 2045 Fund Advisor Class
PARLX
was removed by brian
7/4/2021
T. Rowe Price Retirement 2050 Fund Advisor Class
PARFX
was removed by brian
7/4/2021
T. Rowe Price Retirement 2055 Fund Advisor Class
PAROX
was removed by brian
7/4/2021
T. Rowe Price Retirement Balanced Fund Advisor Class
PARIX
was removed by brian
7/4/2021
Metropolitan West High Yield Bond Fund Class Institutional
MWHIX
was removed by brian
7/4/2021
T. Rowe Price Retirement 2030 Fund Advisor Class
PARCX
was removed by brian
7/4/2021
T. Rowe Price Retirement 2035 Fund Advisor Class
PARKX
was removed by brian
7/4/2021
T. Rowe Price Retirement 2020 Fund Advisor Class
PARBX
was removed by brian
7/4/2021
T. Rowe Price Retirement 2015 Fund Advisor Class
PARHX
was removed by brian
7/4/2021
T. Rowe Price Retirement 2010 Fund Advisor Class
PARAX
was removed by brian
7/4/2021
T. Rowe Price Retirement 2005 Fund Advisor Class
PARGX
was removed by brian
7/4/2021
Victory Sycamore Established Value Fund Class I
VEVIX
was removed by brian
7/4/2021
T. Rowe Price Retirement 2025 Fund Advisor Class
PARJX
was removed by brian
7/4/2021
Vanguard Target Retirement 2055 Fund Investor Shares
VFFVX
was added by bombdizzle
1/13/2020
Remove
T. Rowe Price Retirement 2025 Fund Advisor Class
PARJX
was added by brian
7/29/2019
T. Rowe Price Retirement 2025 Fund Advisor Class
PARJX
was removed by brian
7/29/2019
Victory Sycamore Established Value Fund Class I
VEVIX
was added by lscotte
4/15/2013
T. Rowe Price Retirement 2005 Fund Advisor Class
PARGX
was added by lscotte
4/15/2013
T. Rowe Price Retirement 2010 Fund Advisor Class
PARAX
was added by lscotte
4/15/2013
T. Rowe Price Retirement 2015 Fund Advisor Class
PARHX
was added by lscotte
4/15/2013
T. Rowe Price Retirement 2020 Fund Advisor Class
PARBX
was added by lscotte
4/15/2013
T. Rowe Price Retirement 2025 Fund Advisor Class
PARJX
was added by lscotte
4/15/2013
T. Rowe Price Retirement 2030 Fund Advisor Class
PARCX
was added by lscotte
4/15/2013
T. Rowe Price Retirement 2035 Fund Advisor Class
PARKX
was added by lscotte
4/15/2013
T. Rowe Price Retirement 2040 Fund Advisor Class
PARDX
was added by lscotte
4/15/2013
T. Rowe Price Retirement 2045 Fund Advisor Class
PARLX
was added by lscotte
4/15/2013
T. Rowe Price Retirement 2055 Fund Advisor Class
PAROX
was added by lscotte
4/15/2013
T. Rowe Price Retirement Balanced Fund Advisor Class
PARIX
was added by lscotte
4/15/2013
Metropolitan West High Yield Bond Fund Class Institutional
MWHIX
was added by lscotte
4/15/2013
T. Rowe Price Retirement 2050 Fund Advisor Class
PARFX
was added by lscotte
4/15/2013
Metropolitan West Total Return Bond Fund Class I
MWTIX
was added by lscotte
4/15/2013
Remove
BlackRock Global Allocation Fund, Inc. Institutional Shares
MALOX
was added by lscotte
4/15/2013
Fidelity U.S. Government Reserves
FGRXX
was added by lscotte
4/15/2013
Franklin Gold and Precious Metals Fund Advisor Class
FGADX
was added by lscotte
4/15/2013
Prudential Jennison Natural Resources Fund Class A
PGNAX
was added by lscotte
4/15/2013
Templeton Global Bond Fund Class A
TPINX
was added by lscotte
4/15/2013
Oppenheimer Developing Markets Fund Class Y
ODVYX
was added by lscotte
4/15/2013
Thornburg International Value Fund Class R5
TIVRX
was added by lscotte
4/15/2013
Fidelity Real Estate Index Fund Premium Class
FSRVX
was added by lscotte
4/15/2013
Lord Abbett Developing Growth Fund Class A
LAGWX
was added by lscotte
4/15/2013
Fidelity Small Cap Index Fund Premium Class
FSSVX
was added by lscotte
4/15/2013
Fidelity Mid Cap Index Fund Premium Class
FSCKX
was added by lscotte
4/15/2013
Fidelity 500 Index Fund Premium Class
FUSVX
was added by lscotte
4/15/2013
AMG Yacktman Fund Class I
YACKX
was added by lscotte
4/15/2013
Fidelity 500 Index
FXAIX
was added by lscotte
4/15/2013
Fidelity Extended Market Index Fund Premium Class
FSEVX
was added by lscotte
4/15/2013
Plan Transactions
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