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Starbucks Corporation 401(k) Plan
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Funds Ratings
Plan Information
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Plan was created by
kivalia on 1/25/2012
.
Number of Followers:
12
COMMENTS
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bmurphy
7/2/2018 10:18:28 PM
Plan is assumed to be correct as of today. Please make changes if there are edits that need to be made.
bmurphy
6/12/2019 12:50:52 PM
Plan is exactly correct as of 6/12/2019.
brian
6/2/2021 11:45:30 PM
Plan is correct as of EOY 2019 5500 form filing, except missing proxy for Future World Developed Climate Change CIT, Hartford Global Impact Fund, & Nuveen Core Impact Bond Fund Class I.
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Plan Comments
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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
Vanguard Treasury Money Market Fund Investor Shares
VUSXX
was added by brian
6/2/2021
Remove
William Blair Small-Mid Cap Growth Fund Class I
WSMDX
was added by brian
6/2/2021
Remove
Wells Fargo Discovery Fund - Class R6
WFDRX
was removed by brian
6/2/2021
Vanguard FTSE Social Index Fund Institutional Shares
VFTNX
was removed by brian
6/2/2021
Boston Partners Large Cap Value Equity CIT
was added by bmurphy
6/12/2019
Remove
Boston Partners Large Cap Value Equity CIT
was removed by bmurphy
6/12/2019
Remove
Boston Partners Large Cap Value Equity CIT
was added by bmurphy
6/12/2019
Remove
WF Stable Return Q
was added by bmurphy
6/12/2019
Remove
WF Stable Return Q
was removed by bmurphy
6/12/2019
Remove
Goldman Sachs Small Cap Value Class R6
GSSUX
was added by bmurphy
6/12/2019
Remove
Vanguard Target Retirement 2065 Fund Investor Shares
VLXVX
was added by bmurphy
6/12/2019
Remove
Vanguard Target Retirement 2015 Fund Investor Shares
VTXVX
was added by bmurphy
6/12/2019
Remove
Vanguard Total International Stock Index Fund Institutional Shares
VTSNX
was added by bmurphy
6/12/2019
Remove
Vanguard Total International Stock Index Fund Signal Shares
VTSGX
was removed by bmurphy
6/12/2019
Vanguard Total Bond Market Index Fund Institutional Shares
VBTIX
was added by bmurphy
6/12/2019
Remove
Vanguard Total Bond Market Index Fund Signal Shares
VBTSX
was removed by bmurphy
6/12/2019
Vanguard Small-Cap Index Fund Institutional Shares
VSCIX
was added by bmurphy
6/12/2019
Remove
Wells Fargo Discovery Fund - Class Admin
WFDDX
was removed by bmurphy
6/12/2019
Wells Fargo Discovery Fund - Class R6
WFDRX
was added by bmurphy
6/12/2019
Vanguard Small Cap Index Fund Signal Shares
VSISX
was removed by bmurphy
6/12/2019
Calamos Multi-Fund Blend I
CMQIX
was removed by bmurphy
6/12/2019
Vanguard Asset Allocation Inv
VAAPX
was removed by bmurphy
6/12/2019
Fidelity Diversified International Fund
FDIVX
was removed by bmurphy
6/12/2019
Vanguard Wellesley Income Fund Investor Shares
VWINX
was removed by bmurphy
6/12/2019
Morgan Stanley Institutional Fund, Inc. Small Company Growth Portfolio Class I
MSSGX
was removed by bmurphy
6/12/2019
Vanguard U.S Growth Portfolio Fund Investor Shares
VWUSX
was removed by bmurphy
6/12/2019
American Funds The Growth Fund of America Class R-5
RGAFX
was removed by bmurphy
6/12/2019
Harbor Small Cap Value Fund Institutional Class
HASCX
was removed by bmurphy
6/12/2019
American Funds Fundamental Investors Class R-4
RFNEX
was removed by bmurphy
6/12/2019
Wells Fargo Discovery Fund - Class R6
WFDRX
was removed by bmurphy
6/12/2019
Wells Fargo Discovery Fund - Class R6
WFDRX
was added by bmurphy
6/12/2019
Calamos Multi-Fund Blend I
CMQIX
was added by bmurphy
7/2/2018
Vanguard Small Cap Index Fund Signal Shares
VSISX
was added by bmurphy
7/2/2018
Morgan Stanley Institutional Fund, Inc. Small Company Growth Portfolio Class I
MSSGX
was added by bmurphy
7/2/2018
Nuveen Winslow Large-Cap Growth Fund Class I
NVLIX
was added by bmurphy
7/2/2018
Remove
Wells Fargo Discovery Fund - Class Admin
WFDDX
was added by bmurphy
7/2/2018
Vanguard U.S Growth Portfolio Fund Investor Shares
VWUSX
was added by bmurphy
7/2/2018
American Funds The Growth Fund of America Class R-5
RGAFX
was added by bmurphy
7/2/2018
Vanguard Institutional Index Fund Institutional Shares
VINIX
was added by bmurphy
7/2/2018
Remove
American Funds Fundamental Investors Class R-4
RFNEX
was added by bmurphy
7/2/2018
Harbor Small Cap Value Fund Institutional Class
HASCX
was added by bmurphy
7/2/2018
Vanguard Total Bond Market Index Fund Signal Shares
VBTSX
was added by bmurphy
7/2/2018
WF Stable Return Q
was added by bmurphy
7/2/2018
Remove
PIMCO Real Return Fund Institutional Class
PRRIX
was added by bmurphy
7/2/2018
Remove
Dodge & Cox Income Fund
DODIX
was added by bmurphy
7/2/2018
Remove
Vanguard Asset Allocation Inv
VAAPX
was added by bmurphy
7/2/2018
Vanguard Target Retirement 2060 Fund Investor Shares
VTTSX
was added by bmurphy
7/2/2018
Remove
Vanguard Target Retirement 2055 Fund Investor Shares
VFFVX
was added by bmurphy
7/2/2018
Remove
Vanguard Target Retirement 2050 Fund Investor Shares
VFIFX
was added by bmurphy
7/2/2018
Remove
Vanguard Target Retirement 2045 Fund Investor Shares
VTIVX
was added by bmurphy
7/2/2018
Remove
Vanguard Target Retirement 2040 Fund Investor Shares
VFORX
was added by bmurphy
7/2/2018
Remove
Vanguard Target Retirement 2035 Fund Investor Shares
VTTHX
was added by bmurphy
7/2/2018
Remove
Vanguard Target Retirement 2030 Fund Investor Shares
VTHRX
was added by bmurphy
7/2/2018
Remove
Vanguard Target Retirement 2025 Fund Investor Shares
VTTVX
was added by bmurphy
7/2/2018
Remove
Vanguard Target Retirement 2020 Fund Investor Shares
VTWNX
was added by bmurphy
7/2/2018
Remove
Vanguard Target Retirement Income Fund Investor Shares
VTINX
was added by bmurphy
7/2/2018
Remove
Vanguard Wellesley Income Fund Investor Shares
VWINX
was added by bmurphy
7/2/2018
Vanguard Total International Stock Index Fund Signal Shares
VTSGX
was added by bmurphy
7/2/2018
MFS Institutional International Equity Fund
MIEIX
was added by bmurphy
7/2/2018
Remove
Fidelity Diversified International Fund
FDIVX
was added by bmurphy
7/2/2018
Wells Fargo Discovery Fund - Class R6
WFDRX
was removed by bmurphy
7/2/2018
Vanguard Small-Cap Index Fund Institutional Shares
VSCIX
was removed by bmurphy
7/2/2018
Remove
Vanguard Institutional Index Fund Institutional Shares
VINIX
was removed by bmurphy
7/2/2018
Remove
Vanguard Total Bond Market Index Fund Admiral Shares
VBTLX
was removed by bmurphy
7/2/2018
Fidelity Select Biotechnology Portfolio
FBIOX
was removed by bmurphy
7/2/2018
Nuveen Winslow Large-Cap Growth Fund Class I
NVLIX
was removed by bmurphy
7/2/2018
Remove
Vanguard Target Retirement 2050 Fund Investor Shares
VFIFX
was removed by cariecooney
11/30/2017
Remove
Vanguard Target Retirement 2050 Fund Investor Shares
VFIFX
was added by cariecooney
11/30/2017
Remove
Robeco Boston Partners Large Cap Value I
BPLAX
was removed by cariecooney
11/30/2017
Robeco Boston Partners Large Cap Value I
BPLAX
was added by cariecooney
11/30/2017
Nuveen Winslow Large-Cap Growth Fund Class I
NVLIX
was added by cariecooney
11/30/2017
Remove
Fidelity Select Biotechnology Portfolio
FBIOX
was added by jamesgarica88
2/2/2015
Vanguard Total Bond Market Index Fund Admiral Shares
VBTLX
was added by jamesgarica88
2/1/2015
Vanguard Total Bond Market Index Fund Admiral Shares
VBTLX
was removed by jamesgarica88
2/1/2015
Dodge & Cox Income Fund
DODIX
was removed by jamesgarica88
2/1/2015
Remove
PIMCO Real Return Fund Institutional Class
PRRIX
was removed by jamesgarica88
2/1/2015
Remove
Nuveen Winslow Large-Cap Growth Fund Class I
NVLIX
was removed by jamesgarica88
2/1/2015
Remove
MFS Institutional International Equity Fund
MIEIX
was removed by jamesgarica88
2/1/2015
Remove
Vanguard Total International Stock Index Fund Institutional Shares
VTSNX
was removed by jamesgarica88
2/1/2015
Remove
Goldman Sachs Small Cap Value Fund Institutional
GSSIX
was removed by jamesgarica88
2/1/2015
Vanguard Target Retirement 2055 Fund Investor Shares
VFFVX
was removed by jamesgarica88
2/1/2015
Remove
Vanguard Target Retirement 2060 Fund Investor Shares
VTTSX
was removed by jamesgarica88
2/1/2015
Remove
Nuveen Winslow Large-Cap Growth Fund Class I
NVLIX
was added by jamesgarica88
2/1/2015
Remove
Vanguard Total Bond Market Index Fund Admiral Shares
VBTLX
was added by jamesgarica88
2/1/2015
PIMCO Real Return Fund Institutional Class
PRRIX
was added by jamesgarica88
2/1/2015
Remove
Vanguard Target Retirement 2060 Fund Investor Shares
VTTSX
was added by jamesgarica88
2/1/2015
Remove
Vanguard Target Retirement 2055 Fund Investor Shares
VFFVX
was added by jamesgarica88
2/1/2015
Remove
Vanguard Total International Stock Index Fund Institutional Shares
VTSNX
was added by jamesgarica88
2/1/2015
Remove
MFS Institutional International Equity Fund
MIEIX
was added by jamesgarica88
2/1/2015
Remove
Goldman Sachs Small Cap Value Fund Institutional
GSSIX
was added by jamesgarica88
2/1/2015
Vanguard Small-Cap Index Fund Institutional Shares
VSCIX
was added by jamesgarica88
2/1/2015
Remove
Wells Fargo Discovery Fund - Class R6
WFDRX
was added by jamesgarica88
2/1/2015
Vanguard FTSE Social Index Fund Investor Shares
VFTSX
was removed by jamesgarica88
2/1/2015
Vanguard FTSE Social Index Fund Institutional Shares
VFTNX
was added by jamesgarica88
2/1/2015
WF Stable Return Q
was removed by jamesgarica88
2/1/2015
Remove
Harbor Small Cap Value Fund Institutional Class
HASCX
was removed by jamesgarica88
2/1/2015
American Funds Fundamental Investors Class A
ANCFX
was removed by jamesgarica88
2/1/2015
Fidelity Diversified International Fund
FDIVX
was removed by jamesgarica88
2/1/2015
Morgan Stanley Institutional Fund, Inc. Small Company Growth Portfolio Class A
MSSMX
was removed by jamesgarica88
2/1/2015
American Funds The Growth Fund of America Class A
AGTHX
was removed by jamesgarica88
2/1/2015
WF Stable Return Q
was added by kivalia
1/25/2012
Remove
Dodge & Cox Income Fund
DODIX
was added by kivalia
1/25/2012
Remove
Harbor Small Cap Value Fund Institutional Class
HASCX
was added by kivalia
1/25/2012
American Funds Fundamental Investors Class A
ANCFX
was added by kivalia
1/25/2012
Fidelity Diversified International Fund
FDIVX
was added by kivalia
1/25/2012
Morgan Stanley Institutional Fund, Inc. Small Company Growth Portfolio Class A
MSSMX
was added by kivalia
1/25/2012
American Funds The Growth Fund of America Class A
AGTHX
was added by kivalia
1/25/2012
Vanguard Institutional Index Fund Institutional Shares
VINIX
was added by kivalia
1/25/2012
Remove
Vanguard FTSE Social Index Fund Investor Shares
VFTSX
was added by kivalia
1/25/2012
Plan Transactions
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