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Moody's Corporation Profit Participation Plan
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Plan Information
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Plan was created by
yuanping_he on 2/6/2012
.
Number of Followers:
9
COMMENTS
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brian
5/1/2021 2:18:29 PM
Plan has been updated to reflect latest 11-K filing. We're using a number of publicly traded funds to proxy the plan's commingled trust offerings. Plan is fully replicated.
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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
SPDR Russell Small Cap Completeness ETF
RSCO
was removed by brian
5/1/2021
T. Rowe Price Emerging Markets Equity Trust (Class A)
was added by brian
5/1/2021
Remove
State Street Russell Small Cap Index Fund
was added by brian
5/1/2021
Remove
Boston Trust Small Cap Fund
BOSOX
was removed by brian
5/1/2021
BlackRock Mid-Cap Growth Equity Portfolio Service Shares
CMGSX
was removed by brian
5/1/2021
BTC Mid Cap Equity Index Fund
was added by brian
5/1/2021
Remove
Prudential Core Bond Fund Class Z
TAIBX
was added by brian
5/1/2021
Remove
DFA U.S. Small Cap Portfolio Institutional Class
DFSTX
was added by brian
5/1/2021
Remove
Fidelity Managed Income Portfolio II
was added by brian
5/1/2021
Remove
Fidelity Managed Income Portfolio II
was removed by brian
5/1/2021
Remove
Fidelity Freedom 2060 Fund Class K
FNSFX
was added by brian
5/1/2021
Remove
Fidelity Freedom 2055 Fund Class K
FNSDX
was added by brian
5/1/2021
Remove
Fidelity Balanced Fund
FBALX
was added by morrisk2004
4/30/2021
Remove
SPDR S&P 500 ETF Trust
SPY
was removed by yuanping_he
6/9/2018
Goldman Sachs Mid Cap Value Fund Institutional Class
GSMCX
was removed by yuanping_he
6/9/2018
Fidelity 500 Index
FXAIX
was added by yuanping_he
6/9/2018
Remove
SPDR Russell Small Cap Completeness ETF
RSCO
was added by yuanping_he
6/9/2018
BlackRock Mid-Cap Growth Equity Portfolio Service Shares
CMGSX
was added by yuanping_he
6/9/2018
PIMCO Total Return Fund Administrative Class
PTRAX
was removed by yuanping_he
5/21/2017
MainStay Large Cap Growth Fund Class R1
MLRRX
was removed by yuanping_he
5/21/2017
MainStay Large Cap Growth Fund Class R6
MLRSX
was added by yuanping_he
5/21/2017
Remove
Fidelity International Index Fund Institutional Class
FSPNX
was added by yuanping_he
10/4/2013
Fidelity International Index Fund Investor Class
FSIIX
was removed by yuanping_he
10/4/2013
Boston Trust Small Cap Fund
BOSOX
was added by yuanping_he
10/4/2013
Fidelity Freedom K 2020 Fund
FFKDX
was added by yuanping_he
10/4/2013
Fidelity Freedom K 2020 Fund
FFKDX
was removed by yuanping_he
10/4/2013
Fidelity Mid-Cap Stock Fund Class K
FKMCX
was removed by yuanping_he
10/4/2013
Eaton Vance Large-Cap Value Fund Class I
EILVX
was removed by yuanping_he
10/4/2013
Lazard Emerging Markets Equity Portfolio Institutional Shares
LZEMX
was added by yuanping_he
2/8/2012
Remove
Fidelity Freedom K 2020 Fund
FFKDX
was added by yuanping_he
2/7/2012
Fidelity Freedom K 2020 Fund
FFKDX
was removed by yuanping_he
2/7/2012
Activision Blizzard, Inc.
ATVI
was removed by yuanping_he
2/6/2012
SPDR S&P 500 ETF Trust
SPY
was added by yuanping_he
2/6/2012
Moody's Corporation
MCO
was added by yuanping_he
2/6/2012
Remove
Fidelity U.S. Bond Index Fund Institutional Class
FXSTX
was added by yuanping_he
2/6/2012
PIMCO Total Return Fund Administrative Class
PTRAX
was added by yuanping_he
2/6/2012
Fidelity Freedom K Income Fund
FFKAX
was added by yuanping_he
2/6/2012
Fidelity Freedom K 2050 Fund
FFKHX
was added by yuanping_he
2/6/2012
Fidelity Freedom K 2045 Fund
FFKGX
was added by yuanping_he
2/6/2012
Fidelity Freedom K 2035 Fund
FKTHX
was added by yuanping_he
2/6/2012
Fidelity Freedom K 2030 Fund
FFKEX
was added by yuanping_he
2/6/2012
Fidelity Freedom K 2040 Fund
FFKFX
was added by yuanping_he
2/6/2012
Fidelity Freedom K 2025 Fund
FKTWX
was added by yuanping_he
2/6/2012
Fidelity Freedom K 2020 Fund
FFKDX
was added by yuanping_he
2/6/2012
Fidelity Freedom K 2010 Fund
FFKCX
was added by yuanping_he
2/6/2012
Fidelity Freedom K 2005 Fund
FFKVX
was added by yuanping_he
2/6/2012
Deutsche Real Estate Securities Fund Institutional Class
RRRRX
was added by yuanping_he
2/6/2012
Remove
Fidelity Freedom K 2015 Fund
FKVFX
was added by yuanping_he
2/6/2012
Fidelity Extended Market Index Fund Investor Class
FSEMX
was added by yuanping_he
2/6/2012
Fidelity International Index Fund Investor Class
FSIIX
was added by yuanping_he
2/6/2012
Activision Blizzard, Inc.
ATVI
was added by yuanping_he
2/6/2012
Fidelity Diversified International Fund Class K
FDIKX
was added by yuanping_he
2/6/2012
Remove
Goldman Sachs Mid Cap Value Fund Institutional Class
GSMCX
was added by yuanping_he
2/6/2012
Fidelity Mid-Cap Stock Fund Class K
FKMCX
was added by yuanping_he
2/6/2012
Fidelity Low-Priced Stock Fund Class K
FLPKX
was added by yuanping_he
2/6/2012
Remove
MainStay Large Cap Growth Fund Class R1
MLRRX
was added by yuanping_he
2/6/2012
Eaton Vance Large-Cap Value Fund Class I
EILVX
was added by yuanping_he
2/6/2012
Fidelity Managed Income Portfolio II
was added by yuanping_he
2/6/2012
Remove
Plan Transactions
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