John Hancock 401(k)

COMMENTS help
	bmurphy 7/13/2014 9:07:45 PM Plan is correct as of 7/14/14. Fees are probably understated on Kivalia as these are all "wrapped" insurance products. Add Comment To add a new comment Log In or Sign Up

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   Vanguard Growth Index Fund Admiral Shares VIGAX was added by bmurphy 1/18/2016 Remove Vanguard Growth Index Fund Signal Shares VIGSX was removed by bmurphy 1/18/2016 International Core Fund was added by bmurphy 7/13/2014 Remove International Core Fund was removed by bmurphy 7/13/2014 Remove Franklin Balance Sheet Investment Fund Class A FRBSX was removed by bmurphy 7/13/2014 Columbia Global Equity Value Fund Class A IEVAX was removed by bmurphy 7/13/2014 Fidelity Advisor New Insights Fund Class T FNITX was removed by bmurphy 7/13/2014 Vanguard Explorer Fund Investor Class VEXPX was removed by bmurphy 7/13/2014 JHancock Select Growth A RGROX was removed by bmurphy 7/13/2014 Turner Large Growth Fund Investor Class TCGFX was removed by bmurphy 7/13/2014 Prudential Jennison 20/20 Focus Fund Class Z PTWZX was removed by bmurphy 7/13/2014 AMG Managers Brandywine Blue Fund Class S BLUEX was removed by bmurphy 7/13/2014 Fidelity Advisor Leveraged Company Stock Fund Class T FLSTX was removed by bmurphy 7/13/2014 Columbia Value and Restructuring Fund Class Z UMBIX was removed by bmurphy 7/13/2014 Fidelity Investments Money Market Funds Money Market Portfolio Class I FMPXX was removed by bmurphy 7/13/2014 JHFunds2 Large Cap 1 JILPX was removed by bmurphy 7/13/2014 JHVIT International Eq Idx Tr A Ser I JEIEX was removed by bmurphy 7/13/2014 JHVIT 500 Index Trust Ser I JEINX was removed by bmurphy 7/13/2014 JHVIT Total Bond Market Trust A Ser I JEBNX was removed by bmurphy 7/13/2014 PIMCO Real Return Fund Administrative Class PARRX was removed by bmurphy 7/13/2014 PIMCO Total Return Fund Administrative Class PTRAX was removed by bmurphy 7/13/2014 American Funds The Bond Fund of America Class R-5 RBFFX was removed by bmurphy 7/13/2014 American Funds American High-Income Trust Class R-5 RITFX was removed by bmurphy 7/13/2014     was removed by bmurphy 7/13/2014 Vanguard Short-Term Federal Fund Investor Shares VSGBX was removed by bmurphy 7/13/2014 Vanguard Value Index Fund Signal Shares VVISX was removed by bmurphy 7/13/2014 Vanguard Energy Fund Investor Shares VGENX was removed by bmurphy 7/13/2014 Eaton Vance Large-Cap Value Fund Class A EHSTX was removed by bmurphy 7/13/2014 Vanguard Short-Term Federal Fund Admiral Shares VSGDX was added by bmurphy 7/13/2014 Remove John Hancock Variable Insurance Trust Total Bond Market Trust B Series I JTBMX was added by bmurphy 7/13/2014 Remove PIMCO Total Return Fund Class A PTTAX was added by bmurphy 7/13/2014 Remove PIMCO Real Return Fund Class A PRTNX was added by bmurphy 7/13/2014 Remove John Hancock Funds U.S. Growth Fund Class 1 JHUPX was added by bmurphy 7/13/2014 Remove Fidelity Advisor New Insights Fund Class A FNIAX was added by bmurphy 7/13/2014 Remove John Hancock Variable Insurance Trust 500 Index Trust B Series I JFIVX was added by bmurphy 7/13/2014 Remove John Hancock Variable Insurance Trust Utilities Trust Series I JEUTX was added by bmurphy 7/13/2014 Remove JHancock Select Growth R6 RGRUX was added by bmurphy 7/13/2014 Remove Vanguard Mid-Cap Value ETF VOE was added by bmurphy 7/13/2014 Remove John Hancock Funds Disciplined Value Fund Class R5 JDVVX was added by bmurphy 7/13/2014 Remove Invesco International Growth Fund R5 Class AIEVX was added by bmurphy 7/13/2014 Remove John Hancock Variable Insurance Trust Small Cap Value Trust Series I JESVX was added by bmurphy 7/13/2014 Remove Vanguard Small Cap Value Index Fund Admiral Shares VSIAX was added by bmurphy 7/13/2014 Remove Vanguard Mid-Cap Growth ETF VOT was added by bmurphy 7/13/2014 Remove Vanguard Explorer Fund Admiral Shares VEXRX was added by bmurphy 7/13/2014 Remove John Hancock Variable Insurance Trust International Equity Index Trust B Series I JIEQX was added by bmurphy 7/13/2014 Remove Vanguard Small-Cap Growth Index Fund Admiral Shares VSGAX was added by bmurphy 7/13/2014 Remove Fidelity Advisor Leveraged Company Stock Fund Class A FLSAX was added by bmurphy 7/13/2014 Remove Vanguard Energy Fund Admiral Shares VGELX was added by bmurphy 7/13/2014 Remove John Hancock Funds Retirement Living through 2050 Portfolio Class 1 JLKOX was added by bmurphy 7/13/2014 Remove John Hancock Variable Insurance Trust Small Cap Value Trust Series I JESVX was removed by Kivalia 7/5/2012 Remove ClearBridge Aggressive Growth Fund Class I SAGYX was added by kivalia 1/21/2012 Remove Fidelity Advisor New Insights Fund Class T FNITX was added by kivalia 1/21/2012 Fidelity Contrafund Fund FCNTX was added by kivalia 1/21/2012 Remove American Funds The Growth Fund of America Class R-5 RGAFX was added by kivalia 1/21/2012 Remove Vanguard Growth Index Fund Signal Shares VIGSX was added by kivalia 1/21/2012 JHancock Select Growth A RGROX was added by kivalia 1/21/2012 John Hancock II Capital Appreciation Fund Class 1 JICPX was added by kivalia 1/21/2012 Remove John Hancock Funds Blue Chip Growth Fund Class 1 JIBCX was added by kivalia 1/21/2012 Remove AMG Managers Brandywine Blue Fund Class S BLUEX was added by kivalia 1/21/2012 Turner Large Growth Fund Investor Class TCGFX was added by kivalia 1/21/2012 Prudential Jennison 20/20 Focus Fund Class Z PTWZX was added by kivalia 1/21/2012 Eaton Vance Large-Cap Value Fund Class A EHSTX was added by kivalia 1/21/2012 Columbia Value and Restructuring Fund Class Z UMBIX was added by kivalia 1/21/2012 DFA International Value Portfolio Institutional Class DFIVX was added by kivalia 1/21/2012 Remove John Hancock II International Small Cap Fund Class 1 JIIMX was added by kivalia 1/21/2012 Remove DFA Emerging Markets Value Portfolio Institutional Class DFEVX was added by kivalia 1/21/2012 Remove     was added by kivalia 1/21/2012 John Hancock Variable Insurance Trust Fundamental All Cap Core Trust Series I JEQAX was added by kivalia 1/21/2012 Remove Invesco Small Cap Growth Fund Class A GTSAX was added by kivalia 1/21/2012 Remove John Hancock Funds New Opportunities Fund Class 1 JISOX was added by kivalia 1/21/2012 Remove T. Rowe Price Small-Cap Value Fund Advisor Class PASVX was added by kivalia 1/21/2012 Remove Vanguard Explorer Fund Investor Class VEXPX was added by kivalia 1/21/2012 John Hancock Variable Insurance Trust Small Cap Growth Trust Series I JESGX was added by kivalia 1/21/2012 Remove American Funds Investment Company of America Class R-5 RICFX was added by kivalia 1/21/2012 Remove Davis New York Venture Fund Class A NYVTX was added by kivalia 1/21/2012 Remove JHFunds2 Large Cap 1 JILPX was added by kivalia 1/21/2012 Victory Diversified Stock Fund Class A SRVEX was added by kivalia 1/21/2012 Remove Domini Social Equity Fund Institutional Class DIEQX was added by kivalia 1/21/2012 Remove American Funds Washington Mutual Investors Fund Class R-5 RWMFX was added by kivalia 1/21/2012 Remove Franklin Mutual Beacon Fund Class Z BEGRX was added by kivalia 1/21/2012 Remove Vanguard Value Index Fund Signal Shares VVISX was added by kivalia 1/21/2012 Columbia Global Equity Value Fund Class A IEVAX was added by kivalia 1/21/2012 Fidelity Investments Money Market Funds Money Market Portfolio Class I FMPXX was added by kivalia 1/21/2012 T. Rowe Price Equity Income Fund Advisor Class PAFDX was added by kivalia 1/21/2012 Remove John Hancock II International Value Fund Class 1 JIVIX was added by kivalia 1/21/2012 Remove International Core Fund was added by kivalia 1/21/2012 Remove Templeton World Fund Class A TEMWX was added by kivalia 1/21/2012 Remove John Hancock Funds International Growth Fund Class 1 GOIOX was added by kivalia 1/21/2012 Remove American Funds EuroPacific Growth Fund Class R-5 RERFX was added by kivalia 1/21/2012 Remove American Funds Capital World Growth and Income Fund Class R-5 RWIFX was added by kivalia 1/21/2012 Remove JHVIT International Eq Idx Tr A Ser I JEIEX was added by kivalia 1/21/2012 Vanguard Small Capitalization Value Index Fund Investor Shares VISVX was added by kivalia 1/21/2012 Remove DFA U.S. Targeted Value Portfolio Institutional Class DFFVX was added by kivalia 1/21/2012 Remove Royce Opportunity Fund Investment Class RYPNX was added by kivalia 1/21/2012 Remove Franklin Small-Mid Cap Growth Fund Class A FRSGX was added by kivalia 1/21/2012 Remove American Century Heritage Fund Investor Class TWHIX was added by kivalia 1/21/2012 Remove John Hancock II Mid Cap Stock Fund Class 1 JIMSX was added by kivalia 1/21/2012 Remove Fidelity Advisor Leveraged Company Stock Fund Class T FLSTX was added by kivalia 1/21/2012 John Hancock Variable Insurance Trust Mid Value Trust Series I JEMUX was added by kivalia 1/21/2012 Remove Franklin Balance Sheet Investment Fund Class A FRBSX was added by kivalia 1/21/2012 John Hancock Variable Insurance Trust Value Trust Series I JEVLX was added by kivalia 1/21/2012 Remove John Hancock Variable Insurance Trust Small Cap Value Trust Series I JESVX was added by kivalia 1/21/2012 Remove Keeley Small Cap Value Fund Class A KSCVX was added by kivalia 1/21/2012 Remove DFA U.S. Small Cap Portfolio Institutional Class DFSTX was added by kivalia 1/21/2012 Remove American Funds U.S. Government Securities Fund Class R-5 RGVFX was added by kivalia 1/21/2012 Remove PIMCO Total Return Fund Administrative Class PTRAX was added by kivalia 1/21/2012 John Hancock II Core Bond Fund Class 1 JICDX was added by kivalia 1/21/2012 Remove American Funds The Bond Fund of America Class R-5 RBFFX was added by kivalia 1/21/2012 John Hancock Funds II Active Bond Fund Class 1 JIADX was added by kivalia 1/21/2012 Remove Oppenheimer International Growth Fund Class Y OIGYX was added by kivalia 1/21/2012 Remove American Funds New World Fund Class R-5 RNWFX was added by kivalia 1/21/2012 Remove American Funds SMALLCAP World Fund Class R-5 RSLFX was added by kivalia 1/21/2012 Remove American Funds New Perspective Fund Class R-5 RNPFX was added by kivalia 1/21/2012 Remove Oppenheimer Global Fund Class Fund Class Y OGLYX was added by kivalia 1/21/2012 Remove Franklin Founding Funds Allocation Fund Advisor Class FFAAX was added by kivalia 1/21/2012 Remove American Funds Capital Income Builder Class R-5 RIRFX was added by kivalia 1/21/2012 Remove American Funds The Income Fund of America Class R-5 RIDFX was added by kivalia 1/21/2012 Remove American Funds American Balanced Fund Class R-5 RLBFX was added by kivalia 1/21/2012 Remove BlackRock Global Allocation Fund, Inc. Institutional Shares MALOX was added by kivalia 1/21/2012 Remove PIMCO All Asset Fund Administrative Class PAALX was added by kivalia 1/21/2012 Remove John Hancock II Core Fundamental Holdings Fund Class 1 JAFOX was added by kivalia 1/21/2012 Remove John Hancock Variable Insurance Trust Small Cap Index Trust Series I JESIX was added by kivalia 1/21/2012 Remove Oppenheimer Developing Markets Fund Class Y ODVYX was added by kivalia 1/21/2012 Remove Franklin Mutual Global Discovery Fund Class Z MDISX was added by kivalia 1/21/2012 Remove John Hancock Funds Retirement Living through 2015 Portfolio Class 1 JLBOX was added by kivalia 1/21/2012 Remove John Hancock Funds Retirement Living through 2020 Portfolio Class 1 JLDOX was added by kivalia 1/21/2012 Remove John Hancock Variable Insurance Trust Financial Industries Trust Series I JEFSX was added by kivalia 1/21/2012 Remove John Hancock Variable Insurance Trust Science & Technology Trust Series I JESTX was added by kivalia 1/21/2012 Remove T. Rowe Price Science and Technology Fund Advisor Class PASTX was added by kivalia 1/21/2012 Remove Vanguard Energy Fund Investor Shares VGENX was added by kivalia 1/21/2012 John Hancock Funds Natural Resources Fund Class 1 JINRX was added by kivalia 1/21/2012 Remove John Hancock II Real Estate Securities Fund Class 1 JIREX was added by kivalia 1/21/2012 Remove JHVIT Total Bond Market Trust A Ser I JEBNX was added by kivalia 1/21/2012 JHVIT 500 Index Trust Ser I JEINX was added by kivalia 1/21/2012 John Hancock Variable Insurance Trust Total Stock Market Index Trust Series I JETSX was added by kivalia 1/21/2012 Remove John Hancock Variable Insurance Trust Mid Cap Index Trust Series I JECIX was added by kivalia 1/21/2012 Remove T. Rowe Price Health Sciences Fund PRHSX was added by kivalia 1/21/2012 Remove MFS Utilities Fund Class R3 MMUHX was added by kivalia 1/21/2012 Remove Vanguard Short-Term Federal Fund Investor Shares VSGBX was added by kivalia 1/21/2012 John Hancock II Invest Quality Bond Fund Class 1 JIQBX was added by kivalia 1/21/2012 Remove John Hancock II High Yield Fund Class 1 JIHDX was added by kivalia 1/21/2012 Remove John Hancock Variable Insurance Trust Strategic Income Opportunities Trust Series I JESNX was added by kivalia 1/21/2012 Remove T. Rowe Price Spectrum Income Fund RPSIX was added by kivalia 1/21/2012 Remove PIMCO Real Return Fund Administrative Class PARRX was added by kivalia 1/21/2012 US Cash / Money Market USCASH was added by kivalia 1/21/2012 Remove John Hancock Funds Retirement Living through 2045 Portfolio Class 1 JLJOX was added by kivalia 1/21/2012 Remove John Hancock Funds Lifestyle Conservative Portfolio Class 1 JILCX was added by kivalia 1/21/2012 Remove John Hancock II U.S. High Yield Bond Fund Class 1 JIHLX was added by kivalia 1/21/2012 Remove American Funds American High-Income Trust Class R-5 RITFX was added by kivalia 1/21/2012 PIMCO Global Bond (Unhedged) Fund Administrative Class PADMX was added by kivalia 1/21/2012 Remove Oppenheimer International Bond Fund Class Y OIBYX was added by kivalia 1/21/2012 Remove American Funds Capital World Bond Fund Class R-5 RCWFX was added by kivalia 1/21/2012 Remove John Hancock Funds Retirement Living through 2040 Portfolio Class 1 JLIOX was added by kivalia 1/21/2012 Remove John Hancock Funds Retirement Living through 2035 Portfolio Class 1 JLHOX was added by kivalia 1/21/2012 Remove John Hancock Funds Retirement Living through 2030 Portfolio Class 1 JLFOX was added by kivalia 1/21/2012 Remove John Hancock Funds Retirement Living through 2025 Portfolio Class 1 JLEOX was added by kivalia 1/21/2012 Remove John Hancock Funds Lifestyle Moderate Portfolio Class 1 JILMX was added by kivalia 1/21/2012 Remove John Hancock Funds Lifestyle Balanced Portfolio Class 1 JILBX was added by kivalia 1/21/2012 Remove John Hancock Funds Lifestyle Growth Portfolio Class 1 JILGX was added by kivalia 1/21/2012 Remove John Hancock Funds Lifestyle Aggressive Portfolio Class 1 JILAX was added by kivalia 1/21/2012 Remove John Hancock Funds Retirement Living through 2010 Portfolio Class 1 JLAOX was added by kivalia 1/21/2012 Remove

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.