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401k, 403b plan

University of California 457(b) Savings Plan

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Plan was created by Kivalia on 2/3/2012.
Number of Followers: 3


COMMENTS plan comments help
comment plan Kivalia 2/7/2012 3:22:44 PM
The UC funds were not added to the investment options, since they are not publicly traded. The choices from Fidelity offer plenty of possibilities for rendering well balanced model portfolios for this 457 plan.

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TRANSACTIONS investment options help
The investment options available to you through the plan have changed? Add or remove any here and get up-to-date advice:



NameTickerActionDate 
Fidelity Large Cap Growth Enhanced Index FundFLGEXwas added by Kivalia2/4/2012Remove
Fidelity NASDAQ Composite Index FundFNCMXwas added by Kivalia2/4/2012Remove
Fidelity Large Cap Growth FundFSLGXwas added by Kivalia2/4/2012Remove
Fidelity Select Consumer Discretionary PortfolioFSCPXwas added by Kivalia2/4/2012Remove
Fidelity Fifty FundFFTYXwas added by Kivalia2/4/2012Remove
Fidelity Growth Discovery FundFDSVXwas added by Kivalia2/4/2012Remove
Fidelity Mid-Cap Stock FundFMCSXwas added by Kivalia2/4/2012Remove
Fidelity Growth Strategies FundFDEGXwas added by Kivalia2/4/2012Remove
Calvert Capital Accumulation Fund Class ACCAFXwas added by Kivalia2/4/2012Remove
Fidelity Large Cap Value Enhanced Index FundFLVEXwas added by Kivalia2/4/2012Remove
Fidelity Blue Chip Value FundFBCVXwas added by Kivalia2/4/2012Remove
Fidelity Stock Selector Large Cap Value FundFSLVXwas added by Kivalia2/4/2012Remove
Fidelity Equity Dividend Income FundFEQTXwas added by Kivalia2/4/2012Remove
Fidelity Equity-Income FundFEQIXwas added by Kivalia2/4/2012Remove
Fidelity 130/30 Large Cap FundFOTTXwas added by Kivalia2/4/2012Remove
Fidelity Large Cap Core Enhanced Index FundFLCEXwas added by Kivalia2/4/2012Remove
Fidelity Value Discovery FundFVDFXwas added by Kivalia2/4/2012Remove
Fidelity 500 Index Fund Investor ClassFUSEXwas added by Kivalia2/4/2012
Fidelity Select Industrials PortfolioFCYIXwas added by Kivalia2/4/2012Remove
Fidelity Select Industrial Equipment PortfolioFSCGXwas added by Kivalia2/4/2012Remove
Fidelity Total Market Index Fund Investor ClassFSTMXwas added by Kivalia2/4/2012
Fidelity Mega Cap Stock FundFGRTXwas added by Kivalia2/4/2012Remove
Fidelity Four-in-One Index FundFFNOXwas added by Kivalia2/4/2012Remove
Fidelity Large Cap Stock FundFLCSXwas added by Kivalia2/4/2012Remove
Fidelity Dividend Growth FundFDGFXwas added by Kivalia2/4/2012Remove
Fidelity Disciplined Equity FundFDEQXwas added by Kivalia2/4/2012Remove
Fidelity Growth & Income PortfolioFGRIXwas added by Kivalia2/4/2012Remove
Fidelity Select Consumer Staples PortfolioFDFAXwas added by Kivalia2/4/2012Remove
Fidelity FundFFIDXwas added by Kivalia2/4/2012Remove
Calvert Large Cap Core Portfolio Class ACMIFXwas added by Kivalia2/4/2012Remove
Fidelity Worldwide FundFWWFXwas added by Kivalia2/4/2012Remove
Fidelity Small Cap Value FundFCPVXwas added by Kivalia2/4/2012Remove
Fidelity Small Cap Enhanced Index FundFCPEXwas added by Kivalia2/4/2012Remove
Fidelity Small Cap Discovery FundFSCRXwas added by Kivalia2/4/2012Remove
Fidelity Stock Selector Small Cap FundFDSCXwas added by Kivalia2/4/2012Remove
Calvert Small Cap Fund Class ACCVAXwas added by Kivalia2/4/2012Remove
Fidelity Small Cap Growth FundFCPGXwas added by Kivalia2/4/2012Remove
Fidelity Mid Cap Value FundFSMVXwas added by Kivalia2/4/2012Remove
Fidelity Value FundFDVLXwas added by Kivalia2/4/2012Remove
Fidelity Small Cap Index Fund Premium ClassFSSVXwas added by Kivalia2/4/2012
Fidelity Mid Cap Enhanced Index FundFMEIXwas added by Kivalia2/4/2012Remove
Fidelity Select Transportation PortfolioFSRFXwas added by Kivalia2/4/2012Remove
Fidelity Extended Market Index Fund Investor ClassFSEMXwas added by Kivalia2/4/2012
Fidelity Small Cap Stock FundFSLCXwas added by Kivalia2/4/2012Remove
Fidelity Low-Priced Stock FundFLPSXwas added by Kivalia2/4/2012Remove
Fidelity Leveraged Company Stock FundFLVCXwas added by Kivalia2/4/2012Remove
Fidelity Select Defense & Aerospace PortfolioFSDAXwas added by Kivalia2/4/2012Remove
Fidelity Select Portfolios Air Transportation PortfolioFSAIXwas added by Kivalia2/4/2012Remove
Fidelity Value Strategies FundFSLSXwas added by Kivalia2/4/2012Remove
Fidelity Mid Cap GrowthFSMGXwas added by Kivalia2/4/2012Remove
Fidelity Japan FundFJPNXwas added by Kivalia2/4/2012Remove
Fidelity Nordic FundFNORXwas added by Kivalia2/4/2012Remove
Fidelity Europe Capital Appreciation FundFECAXwas added by Kivalia2/4/2012Remove
Fidelity Europe FundFIEUXwas added by Kivalia2/4/2012Remove
Fidelity Pacific Basin FundFPBFXwas added by Kivalia2/4/2012Remove
Fidelity Emerging Markets Index Fund Premium ClassFPMAXwas added by Kivalia2/4/2012
Fidelity Emerging Europe, Middle East, Africa (EMEA) FundFEMEXwas added by Kivalia2/4/2012Remove
Fidelity Emerging Markets FundFEMKXwas added by Kivalia2/4/2012Remove
Fidelity Global ex U.S. Index Fund Premium ClassFSGDXwas added by Kivalia2/4/2012
Fidelity International Enhanced Index FundFIENXwas added by Kivalia2/4/2012Remove
Fidelity International Growth FundFIGFXwas added by Kivalia2/4/2012Remove
Fidelity Total International Equity FundFTIEXwas added by Kivalia2/4/2012Remove
Fidelity International Value FundFIVLXwas added by Kivalia2/4/2012Remove
Fidelity International Small Cap Opportunities FundFSCOXwas added by Kivalia2/4/2012Remove
Fidelity International Small Cap FundFISMXwas added by Kivalia2/4/2012Remove
Fidelity International Index Fund Investor ClassFSIIXwas added by Kivalia2/4/2012
Fidelity International Capital Appreciation FundFIVFXwas added by Kivalia2/4/2012Remove
Fidelity Diversified International FundFDIVXwas added by Kivalia2/4/2012Remove
Fidelity Canada FundFICDXwas added by Kivalia2/4/2012Remove
Fidelity International Discovery FundFIGRXwas added by Kivalia2/4/2012Remove
Fidelity Overseas FundFOSFXwas added by Kivalia2/4/2012Remove
Calvert International Equity Fund Class ACWVGXwas added by Kivalia2/4/2012Remove
Fidelity Select IT Services PortfolioFBSOXwas added by Kivalia2/4/2012Remove
Fidelity Telecom and Utilities FundFIUIXwas added by Kivalia2/4/2012Remove
Fidelity Real Estate Investment PortfolioFRESXwas added by Kivalia2/4/2012Remove
Fidelity Select Consumer Finance PortfolioFSVLXwas added by Kivalia2/4/2012Remove
Fidelity Select Telecommunications PortfolioFSTCXwas added by Kivalia2/4/2012Remove
Fidelity Select Chemicals PortfolioFSCHXwas added by Kivalia2/4/2012Remove
Fidelity Select Brokerage & Invmt Mgmt PortfolioFSLBXwas added by Kivalia2/4/2012Remove
Fidelity Select Financial Services PortfolioFIDSXwas added by Kivalia2/4/2012Remove
Fidelity Select Utilities PortfolioFSUTXwas added by Kivalia2/4/2012Remove
Fidelity Select Technology PortfolioFSPTXwas added by Kivalia2/4/2012Remove
Fidelity Select Health Care PortfolioFSPHXwas added by Kivalia2/4/2012Remove
Fidelity Select Energy PortfolioFSENXwas added by Kivalia2/3/2012Remove
Fidelity Select Insurance PortfolioFSPCXwas added by Kivalia2/3/2012Remove
Fidelity Select Energy Service PortfolioFSESXwas added by Kivalia2/3/2012Remove
Fidelity Select Biotechnology PortfolioFBIOXwas added by Kivalia2/3/2012Remove
Fidelity Select Gold PortfolioFSAGXwas added by Kivalia2/3/2012Remove
Fidelity Select Software & IT Services PortfolioFSCSXwas added by Kivalia2/3/2012Remove
Fidelity Select Semiconductors PortfolioFSELXwas added by Kivalia2/3/2012Remove
Fidelity Select Computers PortfolioFDCPXwas added by Kivalia2/3/2012Remove
Fidelity China Region FundFHKCXwas added by Kivalia2/3/2012Remove
Fidelity Emerging Asia FundFSEAXwas added by Kivalia2/3/2012Remove
Fidelity Latin America FundFLATXwas added by Kivalia2/3/2012Remove
Fidelity Japan Smaller Companies FundFJSCXwas added by Kivalia2/3/2012Remove
Fidelity Freedom Income FundFFFAXwas added by Kivalia2/3/2012Remove
Fidelity Asset Manager 20% FundFASIXwas added by Kivalia2/3/2012Remove
Fidelity Asset Manager 70% FundFASGXwas added by Kivalia2/3/2012Remove
Fidelity Asset Manager 50% FundFASMXwas added by Kivalia2/3/2012Remove
Fidelity Balanced FundFBALXwas added by Kivalia2/3/2012Remove
Fidelity Puritan FundFPURXwas added by Kivalia2/3/2012Remove
Calvert Balanced Portfolio Class ACSIFXwas added by Kivalia2/3/2012Remove
Fidelity Real Estate Index Fund Premium ClassFSRVXwas added by Kivalia2/3/2012
Fidelity Global Commodity Stock FundFFGCXwas added by Kivalia2/3/2012Remove
Fidelity International Real Estate FundFIREXwas added by Kivalia2/3/2012Remove
Fidelity Select Wireless PortfolioFWRLXwas added by Kivalia2/3/2012Remove
Fidelity Real Estate Income FundFRIFXwas added by Kivalia2/3/2012Remove
Fidelity Select Pharmaceuticals PortfolioFPHAXwas added by Kivalia2/3/2012Remove
Fidelity Select Communications Equip PortfolioFSDCXwas added by Kivalia2/3/2012Remove
Fidelity Select Envir and Alt Energy PortfolioFSLEXwas added by Kivalia2/3/2012Remove
Fidelity Select Natural Resources PortfolioFNARXwas added by Kivalia2/3/2012Remove
Fidelity Select Natural Gas PortfolioFSNGXwas added by Kivalia2/3/2012Remove
Fidelity Select Construction & Housing PortfolioFSHOXwas added by Kivalia2/3/2012Remove
Fidelity Select Materials PortfolioFSDPXwas added by Kivalia2/3/2012Remove
Fidelity Select Banking PortfolioFSRBXwas added by Kivalia2/3/2012Remove
Fidelity Select Health Care Services PortfolioFSHCXwas added by Kivalia2/3/2012Remove
Fidelity Select Multimedia PortfolioFBMPXwas added by Kivalia2/3/2012Remove
Fidelity Select Automotive PortfolioFSAVXwas added by Kivalia2/3/2012Remove
Fidelity Select Medical Equipment and Systems PortfolioFSMEXwas added by Kivalia2/3/2012Remove
Fidelity Long-Term Treasury Bond Index Fund Investor ClassFLBIXwas added by Kivalia2/3/2012
Fidelity Strategic Dividend & Income FundFSDIXwas added by Kivalia2/3/2012Remove
Fidelity Asset Manager 85% FundFAMRXwas added by Kivalia2/3/2012Remove
Fidelity Convertible Securities FundFCVSXwas added by Kivalia2/3/2012Remove
Fidelity Global Strategies FundFDYSXwas added by Kivalia2/3/2012Remove
Fidelity Global Balanced FundFGBLXwas added by Kivalia2/3/2012Remove
Fidelity Asset Manager 60% FundFSANXwas added by Kivalia2/3/2012Remove
Fidelity Asset Manager 40% FundFFANXwas added by Kivalia2/3/2012Remove
Fidelity Asset Manager 30% FundFTANXwas added by Kivalia2/3/2012Remove
Fidelity Freedom 2050 FundFFFHXwas added by Kivalia2/3/2012Remove
Fidelity Freedom 2045 FundFFFGXwas added by Kivalia2/3/2012Remove
Fidelity Strategic Real Return FundFSRRXwas added by Kivalia2/3/2012Remove
Fidelity Freedom 2035 FundFFTHXwas added by Kivalia2/3/2012Remove
Fidelity New Markets Income FundFNMIXwas added by Kivalia2/3/2012Remove
Fidelity Strategic Income FundFSICXwas added by Kivalia2/3/2012Remove
Fidelity Global High Income FundFGHNXwas added by Kivalia2/3/2012Remove
Fidelity Focused High Income FundFHIFXwas added by Kivalia2/3/2012Remove
Fidelity Floating Rate High Income FundFFRHXwas added by Kivalia2/3/2012Remove
Fidelity High Income FundSPHIXwas added by Kivalia2/3/2012Remove
Fidelity Capital & Income FundFAGIXwas added by Kivalia2/3/2012Remove
Fidelity Ultra-Short Bond FundFUSFXwas added by Kivalia2/3/2012Remove
Fidelity Conservative Income Bond FundFCONXwas added by Kivalia2/3/2012Remove
Fidelity Total Bond FundFTBFXwas added by Kivalia2/3/2012Remove
Fidelity Corporate Bond FundFCBFXwas added by Kivalia2/3/2012Remove
Fidelity U.S. Bond Index Fund Investor ClassFBIDXwas added by Kivalia2/3/2012
Fidelity Mortgage Securities FundFMSFXwas added by Kivalia2/3/2012Remove
Fidelity Intermediate Bond FundFTHRXwas added by Kivalia2/3/2012Remove
Fidelity Investment Grade Bond FundFBNDXwas added by Kivalia2/3/2012Remove
Calvert Bond Portfolio Class ACSIBXwas added by Kivalia2/3/2012Remove
Fidelity Short-Term Bond FundFSHBXwas added by Kivalia2/3/2012Remove
Fidelity Short-Term Treasury Bond Index Fund Investor ClassFSBIXwas added by Kivalia2/3/2012
Fidelity Inflation-Protected Bond FundFINPXwas added by Kivalia2/3/2012Remove
Fidelity Limited Term Government FundFFXSXwas added by Kivalia2/3/2012Remove
Fidelity Intermediate Treasury Bond Index Fund Investor ClassFIBIXwas added by Kivalia2/3/2012
Fidelity Intermediate Government Income FundFSTGXwas added by Kivalia2/3/2012Remove
Fidelity Government Income FundFGOVXwas added by Kivalia2/3/2012Remove
Fidelity GNMA FundFGMNXwas added by Kivalia2/3/2012Remove
Fidelity Stock Selector All Cap FundFDSSXwas added by Kivalia2/3/2012Remove
Fidelity Export and Multinational FundFEXPXwas added by Kivalia2/3/2012Remove
Fidelity Focused Stock FundFTQGXwas added by Kivalia2/3/2012Remove
Vanguard REIT Index Fund Institutional SharesVGSNXwas added by Kivalia2/3/2012Remove
DFA Emerging Markets Portfolio Institutional ClassDFEMXwas added by Kivalia2/3/2012Remove
Vanguard Small-Cap Index Fund Institutional SharesVSCIXwas added by Kivalia2/3/2012Remove
Vanguard FTSE Social Index Fund Institutional SharesVFTNXwas added by Kivalia2/3/2012Remove
Fidelity Freedom 2015 FundFFVFXwas added by Kivalia2/3/2012Remove
Fidelity Freedom 2025 FundFFTWXwas added by Kivalia2/3/2012Remove
Calvert Equity Portfolio Class ACSIEXwas added by Kivalia2/3/2012Remove
Calvert U.S. Large Cap Core Responsible Index Fund Class ACSXAXwas added by Kivalia2/3/2012Remove
Fidelity Trend FundFTRNXwas added by Kivalia2/3/2012Remove
Fidelity Magellan FundFMAGXwas added by Kivalia2/3/2012Remove
Fidelity Contrafund FundFCNTXwas added by Kivalia2/3/2012Remove
Fidelity Growth CompanyFDGRXwas added by Kivalia2/3/2012Remove
Fidelity Select Retailing PortfolioFSRPXwas added by Kivalia2/3/2012Remove
Fidelity Select Leisure PortfolioFDLSXwas added by Kivalia2/3/2012Remove
Fidelity Independence FundFDFFXwas added by Kivalia2/3/2012Remove
Fidelity OTC PortfolioFOCPXwas added by Kivalia2/3/2012Remove
Fidelity New Millennium FundFMILXwas added by Kivalia2/3/2012Remove
Fidelity Capital Appreciation FundFDCAXwas added by Kivalia2/3/2012Remove
Fidelity Blue Chip Growth FundFBGRXwas added by Kivalia2/3/2012Remove
US Cash / Money MarketUSCASHwas added by Kivalia2/3/2012Remove
Fidelity Freedom 2000FFFBXwas added by Kivalia2/3/2012Remove
Fidelity Freedom 2010 FundFFFCXwas added by Kivalia2/3/2012Remove
Fidelity Freedom 2020 FundFFFDXwas added by Kivalia2/3/2012Remove
Fidelity Freedom 2030 FundFFFEXwas added by Kivalia2/3/2012Remove
Fidelity Freedom 2040 FundFFFFXwas added by Kivalia2/3/2012Remove
Fidelity Freedom 2005 FundFFFVXwas added by Kivalia2/3/2012Remove
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Plan Transactions

This section details the different updates made to the plan over time, such as when new investment options become available, etc...
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Following Plans

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