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401(k) Guidance
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Steel Dynamics, Inc. Profit Sharing And Retirement Savings Plan
Portfolios
Funds Ratings
Plan Information
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Plan was created by
scott.phillips on 11/14/2013
.
Number of Followers:
6
COMMENTS
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brian
8/6/2020 4:11:39 PM
Using Fidelity Freedom funds to proxy the PIMCO RealPath retirement funds. Fidelity Freedom fund glidepaths are very similar to those of PIMCO.
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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
iShares Russell 3000 ETF
IWV
was removed by brian
8/6/2020
iShares Russell 3000 ETF
IWV
was added by brian
8/6/2020
PIMCO RealPath 2060 Fund Institutional Class
was added by brian
8/6/2020
Remove
PIMCO RealPath 2055 Fund Institutional Class
was added by brian
8/6/2020
Remove
PIMCO RealPath 2050 Fund Institutional Class
was added by brian
8/6/2020
Remove
PIMCO RealPath 2045 Fund Institutional Class
was added by brian
8/6/2020
Remove
PIMCO RealPath 2040 Fund Institutional Class
was added by brian
8/6/2020
Remove
PIMCO RealPath 2035 Fund Institutional Class
was added by brian
8/6/2020
Remove
PIMCO RealPath 2030 Fund Institutional Class
was added by brian
8/6/2020
Remove
PIMCO RealPath 2025 Fund Institutional Class
was added by brian
8/6/2020
Remove
PIMCO RealPath Income Fund Institutional Class
was added by brian
8/6/2020
Remove
PIMCO RealPath 2020 Fund Institutional Class
PRWIX
was removed by brian
8/6/2020
PIMCO RealPath 2025 Fund Institutional Class
PENTX
was removed by brian
8/6/2020
PIMCO RealPath 2030 Fund Institutional Class
PRLIX
was removed by brian
8/6/2020
PIMCO RealPath 2035 Fund Institutional Class
PIVIX
was removed by brian
8/6/2020
PIMCO RealPath 2040 Fund Institutional Class
PROIX
was removed by brian
8/6/2020
PIMCO RealPath 2045 Fund Institutional Class
PFZIX
was removed by brian
8/6/2020
PIMCO RealPath 2050 Fund Institutional Class
PRMIX
was removed by brian
8/6/2020
PIMCO RealPath Income Fund Institutional Class
PRIEX
was removed by brian
8/6/2020
Principal Diversified Real Asset Fund Institutional Class
PDRDX
was added by brian
8/6/2020
Remove
BlackRock Strategic Income Opportunities Portfolio Institutional Shares
BSIIX
was removed by brian
8/6/2020
PIMCO RealPath Income Fund Institutional Class
PRIEX
was added by brian
8/5/2020
PIMCO RealPath 2050 Fund Institutional Class
PRMIX
was added by brian
8/5/2020
PIMCO RealPath 2045 Fund Institutional Class
PFZIX
was added by brian
8/5/2020
PIMCO RealPath 2040 Fund Institutional Class
PROIX
was added by brian
8/5/2020
PIMCO RealPath 2035 Fund Institutional Class
PIVIX
was added by brian
8/5/2020
PIMCO RealPath 2030 Fund Institutional Class
PRLIX
was added by brian
8/5/2020
PIMCO RealPath 2025 Fund Institutional Class
PENTX
was added by brian
8/5/2020
PIMCO RealPath 2020 Fund Institutional Class
PRWIX
was added by brian
8/5/2020
Dodge & Cox Income Fund
DODIX
was added by bmurphy
1/21/2019
Remove
T. Rowe Price New Income Fund
PRCIX
was removed by bmurphy
1/21/2019
Wilmington BlackRock Russell 1000 Growth Index Fund (Class R)
was added by bmurphy
1/3/2018
Remove
Wilmington BlackRock Russell 1000 Growth Index Fund (Class R)
was removed by bmurphy
1/3/2018
Remove
Wilmington BlackRock Russell 1000 Growth Index Fund (Class R)
was added by bmurphy
1/3/2018
Remove
Wilmington BlackRock Russell 1000 Growth Index Fund (Class R)
was removed by bmurphy
1/3/2018
Remove
Vanguard Russell 1000 Value Index Fund Institutional Shares
VRVIX
was removed by bmurphy
1/3/2018
Wilmington BlackRock Russell 1000 Growth Index Fund (Class R)
was added by bmurphy
1/3/2018
Remove
Wilmington BlackRock Russell 1000 Growth Index Fund (Class R)
was removed by bmurphy
1/3/2018
Remove
Wilmington BlackRock Russell 1000 Value Index Fund (Class R)
was added by bmurphy
1/3/2018
Remove
Vanguard Russell 2000 Value Index Fund Institutional Shares
VRTVX
was added by bmurphy
1/6/2017
Remove
Wilmington BlackRock Russell 1000 Growth Index Fund (Class R)
was added by bmurphy
1/6/2017
Remove
Wilmington BlackRock Russell 1000 Growth Index Fund (Class R)
was removed by bmurphy
1/6/2017
Remove
Wilmington BlackRock Russell 1000 Growth Index Fund (Class R)
was added by bmurphy
1/6/2017
Remove
BlackRock Equity Index Fund
was added by bmurphy
1/6/2017
Remove
BlackRock Strategic Income Opportunities Portfolio Institutional Shares
BSIIX
was added by bmurphy
1/6/2017
Vanguard Russell 2000 Growth Index Fund Institutional Shares
VRTGX
was added by bmurphy
1/5/2017
Remove
American Beacon Stephens Small Cap Growth Fund Institutional Class
STSIX
was removed by bmurphy
1/5/2017
American Beacon Stephens Small Cap Growth Fund Institutional Class
STSIX
was added by scott.phillips
12/29/2015
American Beacon Stephens Small Cap Growth Fund Institutional Class
STSIX
was removed by scott.phillips
12/29/2015
Vanguard REIT Index Fund Institutional Shares
VGSNX
was removed by scott.phillips
12/29/2015
American Beacon Stephens Small Cap Growth Fund Institutional Class
STSIX
was added by scott.phillips
1/1/2015
T. Rowe Price New Income Fund
PRCIX
was added by scott.phillips
1/1/2015
American Funds EuroPacific Growth Fund Class R-6
RERGX
was added by scott.phillips
1/1/2015
Remove
Vanguard REIT Index Fund Institutional Shares
VGSNX
was added by scott.phillips
1/1/2015
Vanguard Mid-Cap Value Index Fund Admiral Shares
VMVAX
was added by scott.phillips
11/19/2013
Remove
Vanguard REIT Index Fund Institutional Shares
VGSNX
was removed by scott.phillips
11/19/2013
Vanguard REIT Index Fund Institutional Shares
VGSNX
was added by scott.phillips
11/19/2013
American Funds EuroPacific Growth Fund Class R-6
RERGX
was removed by scott.phillips
11/19/2013
Remove
American Funds EuroPacific Growth Fund Class R-6
RERGX
was added by scott.phillips
11/19/2013
Remove
Vanguard Mid-Cap Growth Index Fund Admiral Shares
VMGMX
was added by scott.phillips
11/19/2013
Remove
Vanguard Mid-Cap Value Index Fund Admiral Shares
VMVAX
was removed by scott.phillips
11/19/2013
Remove
Vanguard Mid-Cap Value Index Fund Admiral Shares
VMVAX
was added by scott.phillips
11/19/2013
Remove
DFA Emerging Markets Core Equity Portfolio Institutional Class
DFCEX
was added by scott.phillips
11/19/2013
Remove
DFA International Small Cap Value Portfolio Institutional Class
DISVX
was added by scott.phillips
11/19/2013
Remove
T. Rowe Price New Income Fund
PRCIX
was removed by scott.phillips
11/19/2013
Vanguard Russell 1000 Value Index Fund Institutional Shares
VRVIX
was added by scott.phillips
11/19/2013
Vanguard REIT Index Fund Institutional Shares
VGSNX
was removed by scott.phillips
11/19/2013
Vanguard Mid-Cap Value Index Fund Admiral Shares
VMVAX
was removed by scott.phillips
11/19/2013
Remove
American Beacon Stephens Small Cap Growth Fund Institutional Class
STSIX
was removed by scott.phillips
11/19/2013
American Beacon Stephens Small Cap Growth Fund Institutional Class
STSIX
was added by scott.phillips
11/19/2013
DFA International Small Cap Value Portfolio Institutional Class
DISVX
was removed by scott.phillips
11/19/2013
Remove
DFA Emerging Markets Core Equity Portfolio Institutional Class
DFCEX
was removed by scott.phillips
11/19/2013
Remove
Vanguard Russell 2000 Value Index Fund Institutional Shares
VRTVX
was removed by scott.phillips
11/19/2013
Remove
Vanguard Mid-Cap Growth Index Fund Admiral Shares
VMGMX
was removed by scott.phillips
11/19/2013
Remove
Vanguard Russell 2000 Value Index Fund Institutional Shares
VRTVX
was added by scott.phillips
11/19/2013
Remove
Vanguard Mid-Cap Growth Index Fund Admiral Shares
VMGMX
was added by scott.phillips
11/19/2013
Remove
PIMCO CommodityRealReturn Strategy Fund Institutional Class
PCRIX
was removed by scott.phillips
11/19/2013
American Funds EuroPacific Growth Fund Class R-6
RERGX
was removed by scott.phillips
11/19/2013
Remove
Vanguard Mid-Cap Growth Index Fund Admiral Shares
VMGMX
was removed by scott.phillips
11/19/2013
Remove
Vanguard Russell 2000 Value Index Fund Institutional Shares
VRTVX
was removed by scott.phillips
11/19/2013
Remove
Vanguard Mid-Cap Growth Index Fund Admiral Shares
VMGMX
was added by scott.phillips
11/19/2013
Remove
Vanguard Russell 2000 Value Index Fund Institutional Shares
VRTVX
was added by scott.phillips
11/19/2013
Remove
American Beacon Stephens Small Cap Growth Fund Institutional Class
STSIX
was removed by scott.phillips
11/19/2013
PIMCO Unconstrained Bond Fund Institutional Class
PFIUX
was removed by scott.phillips
11/19/2013
Vanguard Russell 2000 Value Index Fund Institutional Shares
VRTVX
was removed by scott.phillips
11/19/2013
Remove
Vanguard Russell 2000 Value Index Fund Institutional Shares
VRTVX
was added by scott.phillips
11/19/2013
Remove
Vanguard Russell 1000 Value Index Fund Institutional Shares
VRVIX
was removed by scott.phillips
11/19/2013
Vanguard Mid-Cap Growth Index Fund Admiral Shares
VMGMX
was removed by scott.phillips
11/19/2013
Remove
Vanguard Russell 2000 Value Index Fund Institutional Shares
VRTVX
was removed by scott.phillips
11/19/2013
Remove
American Beacon Stephens Small Cap Growth Fund Institutional Class
STSIX
was added by scott.phillips
11/15/2013
PIMCO CommodityRealReturn Strategy Fund Institutional Class
PCRIX
was added by scott.phillips
11/14/2013
DFA International Small Cap Value Portfolio Institutional Class
DISVX
was added by scott.phillips
11/14/2013
Remove
DFA Emerging Markets Core Equity Portfolio Institutional Class
DFCEX
was added by scott.phillips
11/14/2013
Remove
American Funds EuroPacific Growth Fund Class R-6
RERGX
was added by scott.phillips
11/14/2013
Remove
Vanguard Russell 2000 Value Index Fund Institutional Shares
VRTVX
was added by scott.phillips
11/14/2013
Remove
Vanguard REIT Index Fund Institutional Shares
VGSNX
was added by scott.phillips
11/14/2013
Vanguard Mid-Cap Value Index Fund Admiral Shares
VMVAX
was added by scott.phillips
11/14/2013
Remove
Vanguard Mid-Cap Growth Index Fund Admiral Shares
VMGMX
was added by scott.phillips
11/14/2013
Remove
T. Rowe Price New Income Fund
PRCIX
was added by scott.phillips
11/14/2013
Vanguard Russell 1000 Value Index Fund Institutional Shares
VRVIX
was added by scott.phillips
11/14/2013
PIMCO Unconstrained Bond Fund Institutional Class
PFIUX
was added by scott.phillips
11/14/2013
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