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401(k) Guidance
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Univision Savings Tax Advantage Retirement Plan
Portfolios
Funds Ratings
Plan Information
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Plan was created by
investorkivalia on 4/3/2015
.
Number of Followers:
4
COMMENTS
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Plan Comments
Join the conversation and comment or ask questions about the plan, its investment options, or the model portfolios provided.
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
AMG Managers Cadence Mid Cap Fund - Class Z
MCMFX
was added by brian
2/5/2020
Remove
AMG Managers Cadence Capital Appreciation Fund - Class Z
MPCIX
was removed by brian
2/5/2020
Hennessy Cornerstone Mid Cap 30 Fund Institutional Class
HIMDX
was added by brian
2/5/2020
Remove
Rainier Small/Mid Cap Equity Fund Institutional Shares
RAISX
was removed by brian
2/5/2020
US Cash / Money Market
USCASH
was added by brian
2/5/2020
Remove
US Cash / Money Market
USCASH
was removed by brian
2/5/2020
Remove
US Cash / Money Market
USCASH
was removed by investorkivalia
4/3/2015
Remove
Fidelity Money Market Trust Retirement Government Money Market II Portfolio
FRTXX
was added by investorkivalia
4/3/2015
Vanguard Total Bond Market Index Fund Institutional Shares
VBTIX
was added by investorkivalia
4/3/2015
Remove
PIMCO Total Return Fund Institutional Class
PTTRX
was added by investorkivalia
4/3/2015
Remove
Fidelity Freedom K 2055 Fund
FDENX
was added by investorkivalia
4/3/2015
Fidelity Freedom K 2050 Fund
FFKHX
was added by investorkivalia
4/3/2015
Fidelity Freedom K 2045 Fund
FFKGX
was added by investorkivalia
4/3/2015
Fidelity Freedom K 2040 Fund
FFKFX
was added by investorkivalia
4/3/2015
Fidelity Freedom K 2030 Fund
FFKEX
was added by investorkivalia
4/3/2015
Fidelity Freedom K 2025 Fund
FKTWX
was added by investorkivalia
4/3/2015
Fidelity Freedom K 2020 Fund
FFKDX
was added by investorkivalia
4/3/2015
Fidelity Freedom K 2035 Fund
FKTHX
was added by investorkivalia
4/3/2015
Fidelity Freedom K Income Fund
FFKAX
was added by investorkivalia
4/3/2015
Fidelity Freedom K 2005 Fund
FFKVX
was added by investorkivalia
4/3/2015
Fidelity Diversified International Fund Class K
FDIKX
was added by investorkivalia
4/3/2015
Remove
Fidelity Freedom K 2015 Fund
FKVFX
was added by investorkivalia
4/3/2015
Fidelity Freedom K 2010 Fund
FFKCX
was added by investorkivalia
4/3/2015
Rainier Small/Mid Cap Equity Fund Institutional Shares
RAISX
was added by investorkivalia
4/3/2015
Fidelity Extended Market Index Fund Premium Class
FSEVX
was added by investorkivalia
4/3/2015
Glenmede Small Cap Equity Portfolio Institutional Class
GTSCX
was added by investorkivalia
4/3/2015
Remove
Fidelity International Index Fund Premium Class
FSIVX
was added by investorkivalia
4/3/2015
Fidelity Real Estate Investment Portfolio
FRESX
was added by investorkivalia
4/3/2015
Remove
Fidelity Balanced Fund Class K
FBAKX
was added by investorkivalia
4/3/2015
Remove
Fidelity Low-Priced Stock Fund Class K
FLPKX
was added by investorkivalia
4/3/2015
Remove
Baron Growth Fund Institutional Shares
BGRIX
was added by investorkivalia
4/3/2015
Remove
Fidelity Value Fund Class K
FVLKX
was added by investorkivalia
4/3/2015
Remove
T. Rowe Price Equity Income Fund
PRFDX
was added by investorkivalia
4/3/2015
Remove
Fidelity 500 Index Fund Premium Class
FUSVX
was added by investorkivalia
4/3/2015
Neuberger Berman Large Cap Value Fund Institutional Class
NBPIX
was added by investorkivalia
4/3/2015
Remove
Harbor Capital Appreciation Fund Institutional Class
HACAX
was added by investorkivalia
4/3/2015
Remove
Fidelity Fund Class K
FFDKX
was added by investorkivalia
4/3/2015
Remove
Fidelity Equity-Income Fund Class K
FEIKX
was added by investorkivalia
4/3/2015
Remove
Fidelity OTC Portfolio Class K
FOCKX
was added by investorkivalia
4/3/2015
Remove
AMG Managers Cadence Capital Appreciation Fund - Class Z
MPCIX
was added by investorkivalia
4/3/2015
US Cash / Money Market
USCASH
was added by investorkivalia
4/3/2015
Remove
Plan Transactions
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