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401(k) Guidance
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Blue Point Capital Partners, L.L.C. Employees Savings Trust
Portfolios
Funds Ratings
Plan Information
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Plan was created by
jonpressnell on 3/2/2016
.
Number of Followers:
1
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
BlackRock International Index Fund Class K Shares
BTMKX
was added by jonpressnell
8/27/2020
Remove
iShares Russell Mid-Cap Index Inv A
BRMAX
was added by jonpressnell
8/27/2020
Remove
BlackRock S&P 500 Index Fund Class K Share
WFSPX
was added by jonpressnell
8/27/2020
Remove
BlackRock LifePath Index Retirement Fund Class K Shares
LIRKX
was added by jonpressnell
8/27/2020
Remove
BlackRock U.S. Total Bond Index Fund Class K Shares
WFBIX
was added by jonpressnell
8/27/2020
Remove
JPMorgan US Aggregate Bond ETF
JAGG
was added by jonpressnell
8/27/2020
Remove
BlackRock LifePath Index 2020 Fund Class K Shares
LIMKX
was removed by jonpressnell
8/27/2020
BlackRock Tactical Opportunities Fund Investor A Shares
PCBAX
was removed by jonpressnell
8/27/2020
BlackRock International Index Fund Class K Shares
BTMKX
was removed by jonpressnell
8/27/2020
Remove
BlackRock MidCap Index Fund Institutional Shares
BRMIX
was removed by jonpressnell
8/27/2020
BlackRock S&P 500 Index Fund Class K Share
WFSPX
was removed by jonpressnell
8/27/2020
Remove
BlackRock U.S. Total Bond Index Fund Class K Shares
WFBIX
was removed by jonpressnell
8/27/2020
Remove
Goldman Sachs Strategic Income Fund Class IR Shares
GZIRX
was removed by jonpressnell
8/27/2020
Natixis Funds Trust II ASG Global Alternatives Fund Class Y
GAFYX
was removed by jonpressnell
7/13/2017
Vanguard Total International Bond Index Fund Admiral Shares
VTABX
was added by jonpressnell
2/9/2017
Remove
Goldman Sachs Strategic Income Fund Class IR Shares
GZIRX
was added by jonpressnell
2/9/2017
BlackRock U.S. Total Bond Index Fund Class K Shares
WFBIX
was added by jonpressnell
2/9/2017
Remove
Vanguard Emerging Markets Stock Index Fund Admiral Shares
VEMAX
was added by jonpressnell
2/9/2017
Remove
Vanguard Value Index Fund Admiral Shares
VVIAX
was added by jonpressnell
2/9/2017
Remove
Vanguard Small-Cap Index Fund Admiral Shares
VSMAX
was added by jonpressnell
2/9/2017
Remove
Vanguard Growth Index Fund Admiral Shares
VIGAX
was added by jonpressnell
2/9/2017
Remove
BlackRock S&P 500 Index Fund Class K Share
WFSPX
was added by jonpressnell
2/9/2017
Remove
BlackRock MidCap Index Fund Institutional Shares
BRMIX
was added by jonpressnell
2/9/2017
BlackRock International Index Fund Class K Shares
BTMKX
was added by jonpressnell
2/9/2017
Remove
Natixis Funds Trust II ASG Global Alternatives Fund Class Y
GAFYX
was added by jonpressnell
2/9/2017
BlackRock Tactical Opportunities Fund Investor A Shares
PCBAX
was added by jonpressnell
2/9/2017
BlackRock LifePath Index 2060 Fund Class K
LIZKX
was added by jonpressnell
2/9/2017
Remove
BlackRock LifePath Index 2055 Fund Class K Shares
LIVKX
was added by jonpressnell
2/9/2017
Remove
BlackRock LifePath Index 2050 Fund Class K Shares
LIPKX
was added by jonpressnell
2/9/2017
Remove
BlackRock LifePath Index 2045 Fund Class K Shares
LIHKX
was added by jonpressnell
2/9/2017
Remove
BlackRock LifePath Index 2040 Fund Class K Shares
LIKKX
was added by jonpressnell
2/9/2017
Remove
BlackRock LifePath Index 2035 Fund Class K Shares
LIJKX
was added by jonpressnell
2/9/2017
Remove
BlackRock LifePath Index 2030 Fund Class K Shares
LINKX
was added by jonpressnell
2/9/2017
Remove
BlackRock LifePath Index 2025 Fund Class K Shares
LIBKX
was added by jonpressnell
2/9/2017
Remove
BlackRock LifePath Index 2020 Fund Class K Shares
LIMKX
was added by jonpressnell
2/9/2017
BlackRock Tactical Opportunities Fund Investor A Shares
PCBAX
was removed by jonpressnell
2/9/2017
American Funds U.S. Government Money Market Fund Class R-6
RAFXX
was removed by jonpressnell
2/9/2017
American Funds EuroPacific Growth Fund Class R-6
RERGX
was removed by jonpressnell
2/9/2017
Nuveen Dividend Value Fund Class R6
FFEFX
was removed by jonpressnell
2/9/2017
Vanguard 500 Index Fund Investor Class
VFINX
was removed by jonpressnell
2/9/2017
Oppenheimer Developing Markets Fund Class I
ODVIX
was removed by jonpressnell
2/9/2017
Columbia Disciplined Small Core Fund Class R5
CLLRX
was removed by jonpressnell
2/9/2017
BlackRock Capital Appreciation Fund Institutional Shares
MAFGX
was removed by jonpressnell
2/9/2017
Natixis Funds Trust II ASG Global Alternatives Fund Class Y
GAFYX
was removed by jonpressnell
2/9/2017
American Funds The New Economy Fund Class R-6
RNGGX
was removed by jonpressnell
2/9/2017
Dreyfus Bond Market Index Fund Class I
DBIRX
was removed by jonpressnell
2/9/2017
Invesco Endeavor Fund Class Y
ATDYX
was removed by jonpressnell
2/9/2017
Templeton Global Bond Fund Class R6
FBNRX
was removed by jonpressnell
2/9/2017
Goldman Sachs Strategic Income Fund Class IR Shares
GZIRX
was removed by jonpressnell
2/9/2017
Templeton Global Bond Fund Class R6
FBNRX
was added by jonpressnell
3/2/2016
Goldman Sachs Strategic Income Fund Class IR Shares
GZIRX
was added by jonpressnell
3/2/2016
Columbia Disciplined Small Core Fund Class R5
CLLRX
was added by jonpressnell
3/2/2016
Dreyfus Bond Market Index Fund Class I
DBIRX
was added by jonpressnell
3/2/2016
Vanguard 500 Index Fund Investor Class
VFINX
was added by jonpressnell
3/2/2016
Oppenheimer Developing Markets Fund Class I
ODVIX
was added by jonpressnell
3/2/2016
Nuveen Dividend Value Fund Class R6
FFEFX
was added by jonpressnell
3/2/2016
Invesco Endeavor Fund Class Y
ATDYX
was added by jonpressnell
3/2/2016
BlackRock Capital Appreciation Fund Institutional Shares
MAFGX
was added by jonpressnell
3/2/2016
Natixis Funds Trust II ASG Global Alternatives Fund Class Y
GAFYX
was added by jonpressnell
3/2/2016
American Funds The New Economy Fund Class R-6
RNGGX
was added by jonpressnell
3/2/2016
American Funds EuroPacific Growth Fund Class R-6
RERGX
was added by jonpressnell
3/2/2016
American Funds U.S. Government Money Market Fund Class R-6
RAFXX
was added by jonpressnell
3/2/2016
BlackRock Tactical Opportunities Fund Investor A Shares
PCBAX
was added by jonpressnell
3/2/2016
US Cash / Money Market
USCASH
was added by jonpressnell
3/2/2016
Remove
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