Log In
/
Sign Up
401(k) Guidance
Management Services
Larry H. Miller Associates Retirement Plan & Trust
Portfolios
Funds Ratings
Plan Information
Send me updates
Share this plan
Plan was created by
Deleted User on 1/15/2016
.
Number of Followers:
2
COMMENTS
help
Add Comment
To add a new comment
Log In or Sign Up
Plan Comments
Join the conversation and comment or ask questions about the plan, its investment options, or the model portfolios provided.
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
Oakmark Equity And Income Fund Class I
OAKBX
was added by Deleted User
1/15/2016
Remove
Pioneer Bond Fund Class A
PIOBX
was added by Deleted User
1/15/2016
Remove
Goldman Sachs Government Income Fund Institutional Shares
GSOIX
was added by Deleted User
1/15/2016
Remove
Delaware Diversified Income Fund Class A
DPDFX
was added by Deleted User
1/15/2016
Remove
Templeton Institutional Fund International Equity Series Primary Shares
TFEQX
was added by Deleted User
1/15/2016
Remove
Oakmark International Fund Class II
OARIX
was added by Deleted User
1/15/2016
Remove
Victory Munder Mid-Cap Core Growth Fund Class Y
MGOYX
was added by Deleted User
1/15/2016
Remove
Victory Sycamore Small Company Opportunity Fund Class A
SSGSX
was added by Deleted User
1/15/2016
Remove
Invesco Growth and Income Fund Class Y
ACGMX
was added by Deleted User
1/15/2016
Remove
Invesco International Growth Fund R5 Class
AIEVX
was added by Deleted User
1/15/2016
Remove
Invesco Small Cap Value Fund Class Y
VSMIX
was added by Deleted User
1/15/2016
Remove
John Hancock Funds Disciplined Value Mid Cap Fund Class R2
JVMSX
was added by Deleted User
1/15/2016
Remove
JPMorgan Mid Cap Value Fund Class A
JAMCX
was added by Deleted User
1/15/2016
Remove
JPMorgan Small Cap Growth Fund Class A
PGSGX
was added by Deleted User
1/15/2016
Remove
MFS Value Fund Class A
MEIAX
was added by Deleted User
1/15/2016
Remove
PRIMECAP Odyssey Aggressive Growth Fund
POAGX
was added by Deleted User
1/15/2016
Remove
Putnam Growth Opportunities Fund Class Y
PGOYX
was added by Deleted User
1/15/2016
Remove
US Cash / Money Market
USCASH
was added by Deleted User
1/15/2016
Remove
American Funds EuroPacific Growth Fund Class R-4
REREX
was added by Deleted User
1/15/2016
Remove
American Funds New Perspective Fund Class R-4
RNPEX
was added by Deleted User
1/15/2016
Remove
BlackRock S&P 500 Index Fund Institutional Shares
BSPIX
was added by Deleted User
1/15/2016
Remove
Calamos International Growth Fund Institutional Class
CIGIX
was added by Deleted User
1/15/2016
Remove
Fidelity Advisor New Insights Fund Class A
FNIAX
was added by Deleted User
1/15/2016
Remove
Hartford Small Cap Growth Fund Class R5
HSLTX
was added by Deleted User
1/15/2016
Remove
Plan Transactions
This section details the different updates made to the plan over time, such as when new investment options become available, etc...
Following Plans
Following a plan allows you to:
Access the plan directly from your profile page
Receive e-mail alerts when the plan is rebalanced, or changed
Make modifications and contribute to the plan information
Updating Plan and Portfolio Allocations...
Please wait while we are processing the changes to your investment plan.
We are generating updated portfolio allocations for this plan, this may take up to a few seconds.
Get free, ongoing, allocation recommendations and funds ratings for you plan!
For a better control of your retirement savings, and growing your money faster.
Sign Up Now For Free!
Already a member?
Log In
or
go back to the plan's main page