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401(k) Guidance
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Security by Design, Inc. 401K Profit Sharing Plan
Portfolios
Funds Ratings
Plan Information
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Plan was created by
kivalia on 1/22/2012
.
Number of Followers:
3
COMMENTS
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bmurphy
2/16/2012 6:51:23 PM
Plan is complete as of 2/16/12.
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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
DoubleLine Total Return Bond Fund Class I
DBLTX
was added by bmurphy
2/16/2012
Remove
TCW Total Return Bond Fund Class N
TGMNX
was removed by bmurphy
2/16/2012
Fidelity Magellan Fund
FMAGX
was removed by bmurphy
2/16/2012
Thornburg International Value Fund Class R3
TGVRX
was added by kivalia
1/22/2012
Remove
American Funds Capital World Bond Fund Class R-3
RCWCX
was added by kivalia
1/22/2012
Remove
American Funds The Bond Fund of America Class R-3
RBFCX
was added by kivalia
1/22/2012
Remove
American Funds EuroPacific Growth Fund Class R-3
RERCX
was added by kivalia
1/22/2012
Remove
US Cash / Money Market
USCASH
was added by kivalia
1/22/2012
Remove
Fidelity Magellan Fund
FMAGX
was added by kivalia
1/22/2012
TCW Emerging Markets Income Fund Class Institutional
TGEIX
was added by kivalia
1/22/2012
Remove
PIMCO Global Bond (Unhedged) Fund Administrative Class
PADMX
was added by kivalia
1/22/2012
Remove
Oppenheimer Developing Markets Fund Class Y
ODVYX
was added by kivalia
1/22/2012
Remove
Vanguard Health Care Fund Admiral Shares
VGHAX
was added by kivalia
1/22/2012
Remove
TCW Total Return Bond Fund Class N
TGMNX
was added by kivalia
1/22/2012
Grizzly Short Fund
GRZZX
was added by kivalia
1/22/2012
Remove
Kinetics Paradigm Fund No Load Class
WWNPX
was added by kivalia
1/22/2012
Remove
Fidelity Advisor Leveraged Company Stock Fund Class T
FLSTX
was added by kivalia
1/22/2012
Remove
FPA Crescent Fund
FPACX
was added by kivalia
1/22/2012
Remove
Permanent Portfolio Permanent Portfolio Class I
PRPFX
was added by kivalia
1/22/2012
Remove
Franklin High Income Fund Class A
FHAIX
was added by kivalia
1/22/2012
Remove
American Funds The Growth Fund of America Class R-3
RGACX
was added by kivalia
1/22/2012
Remove
Fidelity Advisor Small Cap Fund Class T
FSCTX
was added by kivalia
1/22/2012
Remove
Hennessy Small Cap Financial Fund Investor Class
HSFNX
was added by kivalia
1/22/2012
Remove
American Funds SMALLCAP World Fund Class R-3
RSLCX
was added by kivalia
1/22/2012
Remove
American Century Heritage Fund A Class
ATHAX
was added by kivalia
1/22/2012
Remove
Janus Balanced Fund Class R
JDBRX
was added by kivalia
1/22/2012
Remove
Plan Transactions
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