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Plan was created by
kivalia on 5/16/2012
.
Number of Followers:
4
COMMENTS
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kivalia
5/16/2012 11:53:03 PM
excluded Schwab Managed Retirement Trust funds
david
8/16/2013 11:59:14 AM
Removed a couple of investor-share-class vanguard funds and replaced with Signal share class ones, added several additional funds per a 6/30/2013 Xilinx 401k statement.
bmurphy
1/18/2016 4:36:57 PM
Replaced Vanguard Signal w/ Vanguard Admiral class funds.
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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
Vanguard Small-Cap Index Fund Institutional Shares
VSCIX
was added by nitin.deshmukh
7/13/2017
Remove
Vanguard Selected Value Fund Investor Shares
VASVX
was added by nitin.deshmukh
7/13/2017
Remove
Vanguard Mid-Cap Index Fund Institutional Shares
VMCIX
was added by nitin.deshmukh
7/13/2017
Remove
DFA U.S. Small Cap Value Portfolio Institutional Class
DFSVX
was added by nitin.deshmukh
7/13/2017
Remove
AMG TimesSquare Mid Cap Growth Fund Class I
TMDIX
was added by nitin.deshmukh
7/13/2017
Remove
T. Rowe Price Institutional Large Cap Growth Fund
TRLGX
was added by nitin.deshmukh
7/13/2017
Remove
Vanguard Total International Stock Index Fund Admiral Shares
VTIAX
was added by nitin.deshmukh
7/13/2017
Remove
Vanguard Small-Cap Index Fund Admiral Shares
VSMAX
was removed by nitin.deshmukh
7/12/2017
Vanguard Mid-Cap Index Fund Admiral Shares
VIMAX
was removed by nitin.deshmukh
7/12/2017
Perkins Mid Cap Value Fund Class I
JMVAX
was removed by nitin.deshmukh
7/12/2017
Eaton Vance Large-Cap Value Fund Class I
EILVX
was removed by nitin.deshmukh
7/12/2017
Nuveen Winslow Large-Cap Growth Fund Class I
NVLIX
was removed by nitin.deshmukh
7/12/2017
Morgan Stanley Institutional Fund Trust Mid Cap Growth Portfolio Class I
MPEGX
was removed by nitin.deshmukh
7/12/2017
Third Avenue Value Fund Institutional Class
TAVFX
was removed by nitin.deshmukh
7/12/2017
Victory Institutional Diversified Stock Fund Class R
VIDSX
was removed by nitin.deshmukh
7/12/2017
Royce Small-Cap Value Fund Service Class
RYVFX
was removed by nitin.deshmukh
7/12/2017
Fairholme Fund
FAIRX
was removed by nitin.deshmukh
7/12/2017
Vanguard Total Bond Market Index Fund Admiral Shares
VBTLX
was added by bmurphy
1/18/2016
Remove
Vanguard Total Bond Market Index Fund Signal Shares
VBTSX
was removed by bmurphy
1/18/2016
Vanguard Small-Cap Index Fund Admiral Shares
VSMAX
was added by bmurphy
1/18/2016
Vanguard Small Cap Index Fund Signal Shares
VSISX
was removed by bmurphy
1/18/2016
Vanguard Mid-Cap Index Fund Admiral Shares
VIMAX
was added by bmurphy
1/18/2016
Vanguard Mid-Cap Index Fund Signal Shares
VMISX
was removed by bmurphy
1/18/2016
Vanguard Small Capitalization Index Fund Investor Shares
NAESX
was removed by david
8/16/2013
Vanguard Mid-Cap Index Fund Investor Shares
VIMSX
was removed by david
8/16/2013
Principal Real Estate Securities Fund Institutional Class
PIREX
was added by david
8/16/2013
Remove
Vanguard Mid-Cap Index Fund Signal Shares
VMISX
was added by david
8/16/2013
Vanguard Small Cap Index Fund Signal Shares
VSISX
was added by david
8/16/2013
Perkins Mid Cap Value Fund Class I
JMVAX
was added by david
8/16/2013
Artisan Small Cap Fund Institutional Shares
APHSX
was added by david
8/16/2013
Remove
PRIMECAP Odyssey Stock Fund
POSKX
was added by kivalia
5/16/2012
Remove
BlackRock Global Allocation Fund, Inc. Institutional Shares
MALOX
was added by kivalia
5/16/2012
Remove
Eaton Vance Large-Cap Value Fund Class I
EILVX
was added by kivalia
5/16/2012
Fairholme Fund
FAIRX
was added by kivalia
5/16/2012
Fidelity Leveraged Company Stock Fund
FLVCX
was added by kivalia
5/16/2012
Remove
Harbor International Fund Institutional Class
HAINX
was added by kivalia
5/16/2012
Remove
Morgan Stanley Institutional Fund Trust Mid Cap Growth Portfolio Class I
MPEGX
was added by kivalia
5/16/2012
Nuveen Winslow Large-Cap Growth Fund Class I
NVLIX
was added by kivalia
5/16/2012
PIMCO All Asset Fund Institutional Class
PAAIX
was added by kivalia
5/16/2012
Remove
PIMCO Total Return Fund Institutional Class
PTTRX
was added by kivalia
5/16/2012
Remove
Royce Small-Cap Value Fund Service Class
RYVFX
was added by kivalia
5/16/2012
Schwab S&P 500 Index Fund
SWPPX
was added by kivalia
5/16/2012
Remove
Vanguard Small Capitalization Index Fund Investor Shares
NAESX
was added by kivalia
5/16/2012
Victory Institutional Diversified Stock Fund Class R
VIDSX
was added by kivalia
5/16/2012
Vanguard Wellington Fund Admiral Shares
VWENX
was added by kivalia
5/16/2012
Remove
Vanguard Total Bond Market Index Fund Signal Shares
VBTSX
was added by kivalia
5/16/2012
Vanguard Inflation-Protected Securities Fund Investor Shares
VIPSX
was added by kivalia
5/16/2012
Remove
Vanguard Mid-Cap Index Fund Investor Shares
VIMSX
was added by kivalia
5/16/2012
Third Avenue Value Fund Institutional Class
TAVFX
was added by kivalia
5/16/2012
T. Rowe Price Institutional Large Cap Value Fund
TILCX
was added by kivalia
5/16/2012
Remove
US Cash / Money Market
USCASH
was added by kivalia
5/16/2012
Remove
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