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Ricoh 401(K) Savings Plan
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Plan was created by
stephanie.clarke on 2/25/2016
.
Number of Followers:
10
COMMENTS
help
stephanie.clarke
2/25/2016 8:12:07 AM
Ticker BLACKROCK LIFEPATH INDEX 2060 was not found. Try another. Ticker WELLINGTON SMID CAP RESEARCH EQUITY was not found. Try another.
ipowhazard
7/10/2018 2:35:49 AM
Wellington SMID Cap Research Equity is a front runner for Q2, can you add this to the aggressive portfolio?
bmurphy
7/11/2018 11:07:08 AM
I added a proxy for the Wellington fund in the form of the Vanguard Explorer Fund - which is also small cap and actually managed by the team at Wellington. Returns won't be identical between the two, but adding the Vanguard fund as a proxy will provide the same style to the mix.
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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
Wellington SMID Cap Research Equity
was added by bmurphy
7/11/2018
Remove
Loomis Sayles Fixed Income Fund
LSFIX
was removed by ipowhazard
7/10/2018
Vanguard Total Bond Market Index Fund Investor Shares
VBMFX
was removed by ipowhazard
7/10/2018
BlackRock LifePath Index 2055 Fund Institutional Shares
LIVIX
was removed by ipowhazard
7/10/2018
American Funds EuroPacific Growth Fund Class F-1
AEGFX
was removed by stephanie.clarke
2/25/2016
American Funds EuroPacific Growth Fund Class A
AEPGX
was added by stephanie.clarke
2/25/2016
Remove
Vanguard Wellington Fund Investor Shares
VWELX
was added by stephanie.clarke
2/25/2016
Remove
Vanguard Total Stock Market Index Fund Institutional Shares
VITSX
was removed by stephanie.clarke
2/25/2016
Vanguard Total Stock Market Index Fund Investor Shares
VTSMX
was added by stephanie.clarke
2/25/2016
Remove
JPMorgan Diversified Real Return Fund Class A
JRNAX
was added by stephanie.clarke
2/25/2016
Remove
BlackRock LifePath Index 2055 Fund Institutional Shares
LIVIX
was added by stephanie.clarke
2/25/2016
BlackRock LifePath Index 2050 Fund Institutional Shares
LIPIX
was added by stephanie.clarke
2/25/2016
Remove
BlackRock LifePath Index 2045 Fund Institutional Shares
LIHIX
was added by stephanie.clarke
2/25/2016
Remove
BlackRock LifePath Index 2045 Fund Class K Shares
LIHKX
was removed by stephanie.clarke
2/25/2016
BlackRock LifePath Index 2040 Fund Class K Shares
LIKKX
was removed by stephanie.clarke
2/25/2016
BlackRock LifePath Index 2035 Fund Class K Shares
LIJKX
was removed by stephanie.clarke
2/25/2016
BlackRock LifePath Index 2030 Fund Class K Shares
LINKX
was removed by stephanie.clarke
2/25/2016
BlackRock LifePath Index 2050 Fund Class K Shares
LIPKX
was removed by stephanie.clarke
2/25/2016
BlackRock LifePath Index 2055 Fund Class K Shares
LIVKX
was removed by stephanie.clarke
2/25/2016
BlackRock LifePath Index 2040 Fund Institutional Shares
LIKIX
was added by stephanie.clarke
2/25/2016
Remove
BlackRock LifePath Index 2035 Fund Institutional Shares
LIJIX
was added by stephanie.clarke
2/25/2016
Remove
BlackRock LifePath Index 2030 Fund Institutional Shares
LINIX
was added by stephanie.clarke
2/25/2016
Remove
BlackRock LifePath Index 2025 Fund Class K Shares
LIBKX
was removed by stephanie.clarke
2/25/2016
BlackRock LifePath Index 2025 Fund Institutional Shares
LIBIX
was added by stephanie.clarke
2/25/2016
Remove
BlackRock LifePath Index 2020 Fund Class K Shares
LIMKX
was removed by stephanie.clarke
2/25/2016
BlackRock LifePath Index 2020 Fund Institutional Shares
LIQIX
was added by stephanie.clarke
2/25/2016
Remove
Vanguard Global Equity Fund Investor Shares
VHGEX
was added by stephanie.clarke
2/25/2016
Remove
Vanguard Total International Stock Index Fund Investor Shares
VGTSX
was added by stephanie.clarke
2/25/2016
Remove
American Funds EuroPacific Growth Fund Class F-1
AEGFX
was added by stephanie.clarke
2/25/2016
Dodge & Cox International Stock Fund
DODFX
was added by stephanie.clarke
2/25/2016
Remove
Vanguard Total Stock Market Index Fund Institutional Shares
VITSX
was added by stephanie.clarke
2/25/2016
Vanguard PRIMECAP Fund Investor Shares
VPMCX
was added by stephanie.clarke
2/25/2016
Remove
Vanguard Institutional Index Fund Institutional Shares
VINIX
was added by stephanie.clarke
2/25/2016
Remove
T. Rowe Price Equity Income Fund
PRFDX
was added by stephanie.clarke
2/25/2016
Remove
Vanguard Balanced Index Fund Institutional Shares
VBAIX
was added by stephanie.clarke
2/25/2016
Remove
Loomis Sayles Fixed Income Fund
LSFIX
was added by stephanie.clarke
2/25/2016
Vanguard Total Bond Market Index Fund Investor Shares
VBMFX
was added by stephanie.clarke
2/25/2016
BlackRock LifePath Index 2055 Fund Class K Shares
LIVKX
was added by stephanie.clarke
2/25/2016
BlackRock LifePath Index 2050 Fund Class K Shares
LIPKX
was added by stephanie.clarke
2/25/2016
BlackRock LifePath Index 2045 Fund Class K Shares
LIHKX
was added by stephanie.clarke
2/25/2016
BlackRock LifePath Index 2040 Fund Class K Shares
LIKKX
was added by stephanie.clarke
2/25/2016
BlackRock LifePath Index 2035 Fund Class K Shares
LIJKX
was added by stephanie.clarke
2/25/2016
BlackRock LifePath Index 2030 Fund Class K Shares
LINKX
was added by stephanie.clarke
2/25/2016
BlackRock LifePath Index 2025 Fund Class K Shares
LIBKX
was added by stephanie.clarke
2/25/2016
BlackRock LifePath Index 2020 Fund Class K Shares
LIMKX
was added by stephanie.clarke
2/25/2016
BlackRock LifePath Index Retirement Fund Class K Shares
LIRKX
was added by stephanie.clarke
2/25/2016
Remove
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