Matisia Consultants

COMMENTS help
	Add Comment To add a new comment Log In or Sign Up

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   Vanguard 500 Index Fund Admiral Class VFIAX was added by quinn.bartlet 7/1/2016 Remove TIAA-CREF Equity Index Fund Retail Class TINRX was added by quinn.bartlet 7/1/2016 Remove JPMorgan SmartRetirement 2035 Fund Class A Shares SRJAX was added by quinn.bartlet 7/1/2016 Remove JPMorgan SmartRetirement 2040 Fund Class A Shares SMTAX was added by quinn.bartlet 7/1/2016 Remove Deutsche Enhanced Commodity Strategy Fund Class A SKNRX was added by quinn.bartlet 7/1/2016 Remove ClearBridge Small Cap Growth Fund Class A SASMX was added by quinn.bartlet 7/1/2016 Remove RidgeWorth Ceredex Mid-Cap Value Equity Fund A Shares SAMVX was added by quinn.bartlet 7/1/2016 Remove Federated Institutional Prime Obligations Fund Institutional Shares POIXX was added by quinn.bartlet 7/1/2016 Remove Putnam Multi-Cap Value Fund Class A PMVAX was added by quinn.bartlet 7/1/2016 Remove T. Rowe Price Blue Chip Growth Fund Advisor Class PABGX was added by quinn.bartlet 7/1/2016 Remove Columbia Mid Cap Index Fund Class A NTIAX was added by quinn.bartlet 7/1/2016 Remove Columbia Small Cap Index Fund Class A NMSAX was added by quinn.bartlet 7/1/2016 Remove BlackRock International Index Fund Investor A Shares MDIIX was added by quinn.bartlet 7/1/2016 Remove JPMorgan U.S. Equity Fund Class A JUEAX was added by quinn.bartlet 7/1/2016 Remove JPMorgan SmartRetirement 2020 Fund Class A Shares JTTAX was added by quinn.bartlet 7/1/2016 Remove JPMorgan SmartRetirement 2050 Fund Class A Shares JTSAX was added by quinn.bartlet 7/1/2016 Remove JPMorgan SmartRetirement 2030 Fund Class A Shares JSMAX was added by quinn.bartlet 7/1/2016 Remove JPMorgan SmartRetirement 2015 Fund Class A Shares JSFAX was added by quinn.bartlet 7/1/2016 Remove JPMorgan SmartRetirement 2045 Fund Class A Shares JSAAX was added by quinn.bartlet 7/1/2016 Remove JPMorgan SmartRetirement 2025 Fund Class A Shares JNSAX was added by quinn.bartlet 7/1/2016 Remove JPMorgan Intrepid Value Fund Class A Shares JIVAX was added by quinn.bartlet 7/1/2016 Remove The Hartford Balanced Income Fund Class R4 HBLSX was added by quinn.bartlet 7/1/2016 Remove Fidelity Advisor Real Estate Fund Class A FHEAX was added by quinn.bartlet 7/1/2016 Remove Baird Aggregate Bond Fund Class Investor BAGSX was added by quinn.bartlet 7/1/2016 Remove American Beacon Small Cap Value Fund Class A ABSAX was added by quinn.bartlet 7/1/2016 Remove Prudential QMA Mid-Cap Value Fund Class Z SPVZX was removed by quinn.bartlet 7/1/2016 PIMCO Total Return Fund Class A PTTAX was removed by quinn.bartlet 7/1/2016 ClearBridge Small Cap Growth Fund Class I SBPYX was removed by quinn.bartlet 7/1/2016 JPMorgan SmartRetirement 2050 Fund Class Institutional Shares JTSIX was removed by quinn.bartlet 7/1/2016 JPMorgan SmartRetirement 2045 Fund Class Institutional Shares JSAIX was removed by quinn.bartlet 7/1/2016 JPMorgan U.S. Equity Fund Institutional Class JMUEX was removed by quinn.bartlet 7/1/2016 Fidelity Money Market Trust Retirement Government Money Market II Portfolio FRTXX was removed by quinn.bartlet 7/1/2016 Dodge & Cox International Stock Fund DODFX was removed by quinn.bartlet 7/1/2016 DFA U.S. Targeted Value Portfolio Institutional Class DFFVX was removed by quinn.bartlet 7/1/2016 JPMorgan SmartRetirement 2015 Fund Institutional Class Shares JSFIX was removed by quinn.bartlet 7/1/2016 T. Rowe Price Equity Income Fund PRFDX was removed by quinn.bartlet 7/1/2016 T. Rowe Price Blue Chip Growth Fund TRBCX was removed by quinn.bartlet 7/1/2016 RidgeWorth Ceredex Mid-Cap Value Equity Fund I Shares SMVTX was removed by quinn.bartlet 7/1/2016 JPMorgan SmartRetirement 2020 Fund Class Institutional Shares JTTIX was removed by quinn.bartlet 7/1/2016 JPMorgan SmartRetirement 2025 Fund Class Institutional Shares JNSIX was removed by quinn.bartlet 7/1/2016 JPMorgan SmartRetirement 2030 Fund Class Institutional Shares JSMIX was removed by quinn.bartlet 7/1/2016 JPMorgan SmartRetirement 2035 Fund Class Institutional Shares SRJIX was removed by quinn.bartlet 7/1/2016 JPMorgan SmartRetirement 2040 Fund Class Institutional Shares SMTIX was removed by quinn.bartlet 7/1/2016 Vanguard 500 Index Fund Admiral Class VFIAX was removed by quinn.bartlet 7/1/2016 Remove Vanguard Balanced Index Fund Admiral Shares VBIAX was removed by quinn.bartlet 7/1/2016 Vanguard Mid-Cap Index Fund Admiral Shares VIMAX was removed by quinn.bartlet 7/1/2016 Vanguard Small-Cap Index Fund Admiral Shares VSMAX was removed by quinn.bartlet 7/1/2016 Vanguard Small-Cap Index Fund Admiral Shares VSMAX was added by bmurphy 6/28/2016 Vanguard Mid-Cap Index Fund Admiral Shares VIMAX was added by bmurphy 6/28/2016 Vanguard Balanced Index Fund Admiral Shares VBIAX was added by bmurphy 6/28/2016 Vanguard 500 Index Fund Admiral Class VFIAX was added by bmurphy 6/28/2016 Remove Vanguard Small Cap Index Fund Signal Shares VSISX was removed by bmurphy 6/28/2016 Vanguard Mid-Cap Index Fund Signal Shares VMISX was removed by bmurphy 6/28/2016 Vanguard Balanced Index Fund Signal Shares VBASX was removed by bmurphy 6/28/2016 Vanguard 500 Index Fund Signal Class VIFSX was removed by bmurphy 6/28/2016 JPMorgan SmartRetirement 2040 Fund Class Institutional Shares SMTIX was added by quinn.bartlet 6/24/2016 JPMorgan SmartRetirement 2035 Fund Class Institutional Shares SRJIX was added by quinn.bartlet 6/24/2016 JPMorgan SmartRetirement 2030 Fund Class Institutional Shares JSMIX was added by quinn.bartlet 6/24/2016 JPMorgan SmartRetirement 2025 Fund Class Institutional Shares JNSIX was added by quinn.bartlet 6/24/2016 JPMorgan SmartRetirement 2020 Fund Class Institutional Shares JTTIX was added by quinn.bartlet 6/24/2016 Vanguard Small Cap Index Fund Signal Shares VSISX was added by quinn.bartlet 6/24/2016 Vanguard Mid-Cap Index Fund Signal Shares VMISX was added by quinn.bartlet 6/24/2016 Vanguard Balanced Index Fund Signal Shares VBASX was added by quinn.bartlet 6/24/2016 Vanguard 500 Index Fund Signal Class VIFSX was added by quinn.bartlet 6/24/2016 T. Rowe Price Equity Income Fund PRFDX was added by quinn.bartlet 6/24/2016 T. Rowe Price Blue Chip Growth Fund TRBCX was added by quinn.bartlet 6/24/2016 RidgeWorth Ceredex Mid-Cap Value Equity Fund I Shares SMVTX was added by quinn.bartlet 6/24/2016 JPMorgan SmartRetirement 2015 Fund Institutional Class Shares JSFIX was added by quinn.bartlet 6/24/2016 Prudential QMA Mid-Cap Value Fund Class Z SPVZX was added by quinn.bartlet 6/24/2016 PIMCO Total Return Fund Class A PTTAX was added by quinn.bartlet 6/24/2016 ClearBridge Small Cap Growth Fund Class I SBPYX was added by quinn.bartlet 6/24/2016 JPMorgan U.S. Equity Fund Institutional Class JMUEX was added by quinn.bartlet 6/24/2016 JPMorgan SmartRetirement 2050 Fund Class Institutional Shares JTSIX was added by quinn.bartlet 6/24/2016 JPMorgan SmartRetirement 2045 Fund Class Institutional Shares JSAIX was added by quinn.bartlet 6/24/2016 Fidelity Money Market Trust Retirement Government Money Market II Portfolio FRTXX was added by quinn.bartlet 6/24/2016 Dodge & Cox International Stock Fund DODFX was added by quinn.bartlet 6/24/2016 DFA U.S. Targeted Value Portfolio Institutional Class DFFVX was added by quinn.bartlet 6/24/2016 US Cash / Money Market USCASH was added by quinn.bartlet 6/24/2016 Remove

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.