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Merrill Lynch ESP 401k
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Plan was created by
batman on 8/31/2014
.
Number of Followers:
2
COMMENTS
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bmurphy
1/18/2016 6:44:46 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 500 Index Fund Admiral Class
VFIAX
was added by bmurphy
1/18/2016
Remove
Vanguard 500 Index Fund Signal Class
VIFSX
was removed by bmurphy
1/18/2016
Virtus Alternatives Diversifier Fund Class A
PDPAX
was added by batman
8/31/2014
Remove
Franklin Total Return Fund Advisor Class
FBDAX
was added by batman
8/31/2014
Remove
Goldman Sachs Government Income Fund Institutional Shares
GSOIX
was added by batman
8/31/2014
Remove
MainStay High Yield Corporate Bond Fund Class I
MHYIX
was added by batman
8/31/2014
Remove
PIMCO Low Duration Fund Institutional Class
PTLDX
was added by batman
8/31/2014
Remove
BlackRock Global Allocation Fund, Inc. Institutional Shares
MALOX
was added by batman
8/31/2014
Remove
Invesco Equity and Income Fund R5 Class
ACEKX
was added by batman
8/31/2014
Remove
Invesco Real Estate Fund R5 Class
IARIX
was added by batman
8/31/2014
Remove
JPMorgan Mid Cap Value Fund Institutional Class
FLMVX
was added by batman
8/31/2014
Remove
Thornburg International Value Fund Class R5
TIVRX
was added by batman
8/31/2014
Remove
Vanguard 500 Index Fund Signal Class
VIFSX
was added by batman
8/31/2014
Wells Fargo Traditional Small Cap Growth Fund - Class Inst
EGRYX
was added by batman
8/31/2014
Remove
Wells Fargo Precious Metals Fund - Class Inst
EKWYX
was added by batman
8/31/2014
Remove
Columbia Seligman Communications and Information Fund Class R5
SCMIX
was added by batman
8/31/2014
Remove
Dreyfus Research Growth Fund, Inc. Class I
DWOIX
was added by batman
8/31/2014
Remove
Fidelity Advisor Equity Income Fund Class A
FEIAX
was added by batman
8/31/2014
Remove
Fidelity Advisor New Insights Fund Class A
FNIAX
was added by batman
8/31/2014
Remove
Goldman Sachs Growth Opportunities Fund Institutional Class
GGOIX
was added by batman
8/31/2014
Remove
The Hartford Equity Income Fund Class R5
HQITX
was added by batman
8/31/2014
Remove
Invesco Comstock Fund R5 Class
ACSHX
was added by batman
8/31/2014
Remove
Invesco Energy Fund R5 Class
IENIX
was added by batman
8/31/2014
Remove
US Cash / Money Market
USCASH
was added by batman
8/31/2014
Remove
AllianzGI Global Water Fund Institutional Class
AWTIX
was added by batman
8/31/2014
Remove
Columbia Large Cap Growth Fund V Class Z
NGIPX
was added by batman
8/31/2014
Remove
Plan Transactions
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