Froedtert Hospital

Portfolios Funds Ratings Plan Information

Send me updates

Share this plan

Plan was created by rob.bildnow on 7/31/2018.
Number of Followers: 2

COMMENTS help
	rob.bildnow 7/31/2018 12:26:26 PM OANMX not found - Oakmark Institutional bmurphy 8/1/2018 9:48:39 AM Proxying OANMX with OAKMX at present. Will add OANMX in the near future. 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
JPMorgan Mid Cap Value Fund Class C	JCMVX	was added by rob.bildnow	8/25/2018	Remove
Oakmark Institutional		was added by bmurphy	8/1/2018	Remove
Oakmark Institutional		was removed by bmurphy	8/1/2018	Remove
Oakmark Institutional		was added by bmurphy	8/1/2018	Remove
Dodge & Cox Income Fund	DODIX	was added by rob.bildnow	7/31/2018	Remove
Vanguard Total Stock Market Index Fund Institutional Shares	VITSX	was added by rob.bildnow	7/31/2018	Remove
Vanguard Total International Stock Index Fund Institutional Shares	VTSNX	was added by rob.bildnow	7/31/2018	Remove
Vanguard Total Bond Market Index Fund Institutional Shares	VBTIX	was added by rob.bildnow	7/31/2018	Remove
US Cash / Money Market	USCASH	was added by rob.bildnow	7/31/2018	Remove
Fidelity Contrafund Fund	FCNTX	was added by rob.bildnow	7/31/2018	Remove
Vanguard Institutional Index Fund Institutional Shares	VINIX	was added by rob.bildnow	7/31/2018	Remove
American Funds Fundamental Investors Class R-6	RFNGX	was added by rob.bildnow	7/31/2018	Remove
Vanguard Equity-Income Fund Admiral Shares	VEIRX	was added by rob.bildnow	7/31/2018	Remove
T. Rowe Price Institutional Mid-Cap Equity Growth Fund	PMEGX	was added by rob.bildnow	7/31/2018	Remove
Perkins Mid Cap Value Fund Class S	JMVIX	was added by rob.bildnow	7/31/2018	Remove
Vanguard Small-Cap Growth Index Fund Institutional Shares	VSGIX	was added by rob.bildnow	7/31/2018	Remove
Columbia Small Cap Value Fund II Class Z	NSVAX	was added by rob.bildnow	7/31/2018	Remove
American Funds EuroPacific Growth Fund Class R-6	RERGX	was added by rob.bildnow	7/31/2018	Remove
Dodge & Cox International Stock Fund	DODFX	was added by rob.bildnow	7/31/2018	Remove
Vanguard International Explorer Fund Investor Shares	VINEX	was added by rob.bildnow	7/31/2018	Remove
American Funds American Balanced Fund Class R-6	RLBGX	was added by rob.bildnow	7/31/2018	Remove
Metropolitan West Total Return Bond Fund Class I	MWTIX	was added by rob.bildnow	7/31/2018	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

Froedtert Hospital

Plan Comments

Plan Transactions

Following Plans

Updating Plan and Portfolio Allocations...