Log In
/
Sign Up
401(k) Guidance
Management Services
uhc hsa
Portfolios
Funds Ratings
Plan Information
Send me updates
Share this plan
Plan was created by
jeffbourassa on 4/21/2014
.
Number of Followers:
1
COMMENTS
help
Add Comment
To add a new comment
Log In or Sign Up
Plan Comments
Join the conversation and comment or ask questions about the plan, its investment options, or the model portfolios provided.
TRANSACTIONS
help
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
PIMCO Real Return Fund Class A
PRTNX
was added by jeffbourassa
4/21/2014
Remove
PIMCO StocksPLUS Small Fund Class A
PCKAX
was added by jeffbourassa
4/21/2014
Remove
Vanguard Global Equity Fund Investor Shares
VHGEX
was added by jeffbourassa
4/21/2014
Remove
Vanguard 500 Index Fund Investor Class
VFINX
was added by jeffbourassa
4/21/2014
Remove
Vanguard Wellington Fund Investor Shares
VWELX
was added by jeffbourassa
4/21/2014
Remove
John Hancock Focused High Yield Fund Class A
JHHBX
was added by jeffbourassa
4/21/2014
Remove
John Hancock Fundamental Large Cap Core Fund Class A
TAGRX
was added by jeffbourassa
4/21/2014
Remove
Keeley Small Cap Value Fund Class A
KSCVX
was added by jeffbourassa
4/21/2014
Remove
Victory Munder Mid-Cap Core Growth Fund Class A
MGOAX
was added by jeffbourassa
4/21/2014
Remove
Neuberger Berman Real Estate Fund Class A
NREAX
was added by jeffbourassa
4/21/2014
Remove
Oppenheimer Developing Markets Fund Class A
ODMAX
was added by jeffbourassa
4/21/2014
Remove
PIMCO All Asset Fund Class A
PASAX
was added by jeffbourassa
4/21/2014
Remove
PIMCO GNMA Fund Class A
PAGNX
was added by jeffbourassa
4/21/2014
Remove
PIMCO Low Duration Fund Class A
PTLAX
was added by jeffbourassa
4/21/2014
Remove
US Cash / Money Market
USCASH
was added by jeffbourassa
4/21/2014
Remove
American Funds Capital World Growth and Income Fund Class F-1
CWGFX
was added by jeffbourassa
4/21/2014
Remove
BlackRock Equity Dividend Fund Investor A Shares
MDDVX
was added by jeffbourassa
4/21/2014
Remove
Goldman Sachs Balanced Strategy Portfolio Class A
GIPAX
was added by jeffbourassa
4/21/2014
Remove
Goldman Sachs Growth and Income Strategy Portfolio Class A
GOIAX
was added by jeffbourassa
4/21/2014
Remove
Goldman Sachs Growth Strategy Portfolio Class A
GGSAX
was added by jeffbourassa
4/21/2014
Remove
Plan Transactions
This section details the different updates made to the plan over time, such as when new investment options become available, etc...
Following Plans
Following a plan allows you to:
Access the plan directly from your profile page
Receive e-mail alerts when the plan is rebalanced, or changed
Make modifications and contribute to the plan information
Updating Plan and Portfolio Allocations...
Please wait while we are processing the changes to your investment plan.
We are generating updated portfolio allocations for this plan, this may take up to a few seconds.
Get free, ongoing, allocation recommendations and funds ratings for you plan!
For a better control of your retirement savings, and growing your money faster.
Sign Up Now For Free!
Already a member?
Log In
or
go back to the plan's main page