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New York Life Agents Progress-Sharing Investment Plan
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Plan was created by
bmurphy on 1/9/2019
.
Number of Followers:
2
COMMENTS
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bmurphy
1/9/2019 10:57:36 PM
Proxied 4 assets with insitutional shares (slightly higher expense ratios - 0.1%/yr.). Funds proxied: MTODX, ACZTX, MAWDX, PFRSX.
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TRANSACTIONS
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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
T. Rowe Price Institutional Large Cap Core Growth Fund
TPLGX
was added by bmurphy
1/9/2019
Remove
Mainstay Epocj U.S. All Cap Fund Class R6
was added by bmurphy
1/9/2019
Remove
Vanguard Institutional Index Fund Institutional Plus Shares
VIIIX
was added by bmurphy
1/9/2019
Remove
Fidelity Mid Cap Index
FSMDX
was added by bmurphy
1/9/2019
Remove
MainStay Epoch U.S. Small Cap Fund Class I
MOPIX
was added by bmurphy
1/9/2019
Remove
AMG Managers Silvercrest Small Cap Z
was added by bmurphy
1/9/2019
Remove
Fidelity Small Cap Index
FSSNX
was added by bmurphy
1/9/2019
Remove
MainStay International Equity Fund Class I
MSIIX
was added by bmurphy
1/9/2019
Remove
Fidelity Global ex U.S. Index
FSGGX
was added by bmurphy
1/9/2019
Remove
Principal Real Estate Securities Fund R6
was added by bmurphy
1/9/2019
Remove
MainStay Retirement 2010 Fund Class I
MYRIX
was added by bmurphy
1/9/2019
Remove
MainStay Retirement 2020 Fund Class I
MYRTX
was added by bmurphy
1/9/2019
Remove
MainStay Retirement 2030 Fund Class I
MRTIX
was added by bmurphy
1/9/2019
Remove
MainStay Retirement 2040 Fund Class I
MSRYX
was added by bmurphy
1/9/2019
Remove
MainStay Retirement 2050 Fund Class I
MSRMX
was added by bmurphy
1/9/2019
Remove
Mainstay Income Builder Fund Class R6
was added by bmurphy
1/9/2019
Remove
Fixed Dollar Option
was added by bmurphy
1/9/2019
Remove
BlackRock High Yield Bond Portfolio Class K
BRHYX
was added by bmurphy
1/9/2019
Remove
MFS Value Fund Class R6
MEIKX
was added by bmurphy
1/9/2019
Remove
Plan Transactions
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