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401(k) Guidance
Management Services
Kennedy Capital Management, Inc. 401(K) Plan
Portfolios
Funds Ratings
Plan Information
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Plan was created by
panteleey.boiadjiev on 11/9/2015
.
Number of Followers:
0
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
T. Rowe Price Retirement 2050 Fund
TRRMX
was removed by panteleey.boiadjiev
1/9/2018
BlackRock Multi-Asset Income Portfolio Institutional Shares
BIICX
was added by panteleey.boiadjiev
10/19/2016
Remove
PIMCO RealPath Income Fund Institutional Class
PRIEX
was removed by panteleey.boiadjiev
10/19/2016
PIMCO All Asset Fund Institutional Class
PAAIX
was removed by panteleey.boiadjiev
10/19/2016
T. Rowe Price Retirement 2050 Fund
TRRMX
was added by panteleey.boiadjiev
6/1/2016
Lord Abbett Developing Growth Fund Class F
LADFX
was added by panteleey.boiadjiev
6/1/2016
Remove
Nuveen Real Estate Securities Fund Class R6
FREGX
was added by panteleey.boiadjiev
6/1/2016
Remove
Oppenheimer Developing Markets Fund Class I
ODVIX
was added by panteleey.boiadjiev
6/1/2016
Remove
American Funds EuroPacific Growth Fund Class R-6
RERGX
was added by panteleey.boiadjiev
6/1/2016
Remove
Victory Sycamore Small Company Opportunity Fund Class I
VSOIX
was added by panteleey.boiadjiev
6/1/2016
Remove
Vanguard Mid-Cap Growth Fund Investor Shares
VMGRX
was added by panteleey.boiadjiev
6/1/2016
Remove
Vanguard Mid-Cap Index Fund Admiral Shares
VIMAX
was added by panteleey.boiadjiev
6/1/2016
Remove
Goldman Sachs Mid Cap Value Fund Institutional Class
GSMCX
was added by panteleey.boiadjiev
6/1/2016
Remove
Alger Capital Appreciation Fund Class Z
ACAZX
was added by panteleey.boiadjiev
6/1/2016
Remove
Vanguard 500 Index Fund Admiral Class
VFIAX
was added by panteleey.boiadjiev
6/1/2016
Remove
Putnam Equity Income Fund Class R6
PEQSX
was added by panteleey.boiadjiev
6/1/2016
Remove
PIMCO All Asset Fund Institutional Class
PAAIX
was added by panteleey.boiadjiev
6/1/2016
Vanguard Wellesley Income Fund Admiral Shares
VWIAX
was added by panteleey.boiadjiev
6/1/2016
Remove
Janus Balanced Fund Class N
JABNX
was added by panteleey.boiadjiev
6/1/2016
Remove
T. Rowe Price Group Inc
TROW
was added by panteleey.boiadjiev
6/1/2016
Remove
PIMCO RealPath Income Fund Institutional Class
PRIEX
was added by panteleey.boiadjiev
6/1/2016
Templeton Global Bond Fund Class R6
FBNRX
was added by panteleey.boiadjiev
6/1/2016
Remove
Prudential High-Yield Fund Class Q
PHYQX
was added by panteleey.boiadjiev
6/1/2016
Remove
Prudential Total Return Bond Fund Class Q
PTRQX
was added by panteleey.boiadjiev
6/1/2016
Remove
Investors Cash Trust Treasury Portfolio Deutsche U.S. Treasury Money Fund Class S
IUSXX
was added by panteleey.boiadjiev
6/1/2016
Remove
Prudential Total Return Bond Fund Class Z
PDBZX
was removed by panteleey.boiadjiev
6/1/2016
PIMCO RealPath Income Fund Institutional Class
PRIEX
was removed by panteleey.boiadjiev
6/1/2016
Templeton Global Bond Fund Class R6
FBNRX
was removed by panteleey.boiadjiev
6/1/2016
Remove
Prudential High-Yield Fund Class A
PBHAX
was removed by panteleey.boiadjiev
6/1/2016
Investors Cash Trust Treasury Portfolio Deutsche U.S. Treasury Money Fund Class S
IUSXX
was removed by panteleey.boiadjiev
6/1/2016
Remove
Vanguard 500 Index Fund Admiral Class
VFIAX
was removed by panteleey.boiadjiev
6/1/2016
Remove
T. Rowe Price Retirement 2050 Fund
TRRMX
was removed by panteleey.boiadjiev
6/1/2016
Vanguard Wellesley Income Fund Admiral Shares
VWIAX
was removed by panteleey.boiadjiev
6/1/2016
Remove
Janus Balanced Fund Class S
JABRX
was removed by panteleey.boiadjiev
6/1/2016
Goldman Sachs Mid Cap Value Fund Institutional Class
GSMCX
was removed by panteleey.boiadjiev
6/1/2016
Remove
Vanguard Mid-Cap Growth ETF
VOT
was removed by panteleey.boiadjiev
6/1/2016
Alger Capital Appreciation Institutional Fund Class I
ALARX
was removed by panteleey.boiadjiev
6/1/2016
Victory Sycamore Small Company Opportunity Fund Class A
SSGSX
was removed by panteleey.boiadjiev
6/1/2016
Putnam Equity Income Fund Class Y
PEIYX
was removed by panteleey.boiadjiev
6/1/2016
Lord Abbett Developing Growth Fund Class A
LAGWX
was removed by panteleey.boiadjiev
6/1/2016
Oppenheimer Developing Markets Fund Class A
ODMAX
was removed by panteleey.boiadjiev
6/1/2016
PIMCO All Asset Fund Institutional Class
PAAIX
was removed by panteleey.boiadjiev
6/1/2016
Nuveen Real Estate Securities Fund Class I
FARCX
was removed by panteleey.boiadjiev
6/1/2016
Nuveen Real Estate Securities Fund Class I
FARCX
was added by panteleey.boiadjiev
11/9/2015
Oppenheimer Developing Markets Fund Class A
ODMAX
was added by panteleey.boiadjiev
11/9/2015
Lord Abbett Developing Growth Fund Class A
LAGWX
was added by panteleey.boiadjiev
11/9/2015
Victory Sycamore Small Company Opportunity Fund Class A
SSGSX
was added by panteleey.boiadjiev
11/9/2015
Vanguard Mid-Cap Growth ETF
VOT
was added by panteleey.boiadjiev
11/9/2015
Alger Capital Appreciation Institutional Fund Class I
ALARX
was added by panteleey.boiadjiev
11/9/2015
Putnam Equity Income Fund Class Y
PEIYX
was added by panteleey.boiadjiev
11/9/2015
PIMCO All Asset Fund Institutional Class
PAAIX
was added by panteleey.boiadjiev
11/9/2015
Goldman Sachs Mid Cap Value Fund Institutional Class
GSMCX
was added by panteleey.boiadjiev
11/9/2015
Remove
Templeton Global Bond Fund Class R6
FBNRX
was added by panteleey.boiadjiev
11/9/2015
Remove
Vanguard Wellesley Income Fund Admiral Shares
VWIAX
was added by panteleey.boiadjiev
11/9/2015
Remove
Janus Balanced Fund Class S
JABRX
was added by panteleey.boiadjiev
11/9/2015
PIMCO RealPath Income Fund Institutional Class
PRIEX
was added by panteleey.boiadjiev
11/9/2015
Prudential High-Yield Fund Class A
PBHAX
was added by panteleey.boiadjiev
11/9/2015
Investors Cash Trust Treasury Portfolio Deutsche U.S. Treasury Money Fund Class S
IUSXX
was added by panteleey.boiadjiev
11/9/2015
Remove
Vanguard Mid-Cap Growth Index Fund Admiral Shares
VMGMX
was added by panteleey.boiadjiev
11/9/2015
Remove
Vanguard 500 Index Fund Admiral Class
VFIAX
was added by panteleey.boiadjiev
11/9/2015
Remove
T. Rowe Price Retirement 2050 Fund
TRRMX
was added by panteleey.boiadjiev
11/9/2015
Prudential Total Return Bond Fund Class Z
PDBZX
was added by panteleey.boiadjiev
11/9/2015
Plan Transactions
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