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Zoom Video Communication, Inc. 401k Profit Sharing Plan Trust
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Plan was created by
brian on 6/22/2021
.
Number of Followers:
1
COMMENTS
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brian
6/22/2021 11:55:06 AM
Plan is correct, except missing Putnam Focused Equity R6, Cohen & Steers Real Estate. For some investment options we're modeling with alternative classes of the same fund.
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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
The Hartford Balanced Income Fund Class I
HBLIX
was added by brian
6/22/2021
Remove
Franklin Mutual Global Discovery Fund Class Z
MDISX
was added by brian
6/22/2021
Remove
Fidelity Contrafund K6
FLCNX
was added by brian
6/22/2021
Remove
BlackRock Commodity Strategies Portfolio Institutional Shares
BICSX
was added by brian
6/22/2021
Remove
BlackRock High Yield Bond Portfolio Institutional Shares
BHYIX
was added by brian
6/22/2021
Remove
First Eagle Global Fund Class I
SGIIX
was added by brian
6/22/2021
Remove
TCW Total Return Bond Fund Class I
TGLMX
was added by brian
6/22/2021
Remove
Principal SmallCap S&P 600 Index Fund Institutional Class
PSSIX
was added by brian
6/22/2021
Remove
Oppenheimer Gold & Special Minerals Fund Class I
OGMIX
was added by brian
6/22/2021
Remove
Lord Abbett Income Fund Class I
LAUYX
was added by brian
6/22/2021
Remove
Lord Abbett Short Duration Income Fund Class I
LLDYX
was added by brian
6/22/2021
Remove
Alger Spectra Fund Class I
ASPIX
was added by brian
6/22/2021
Remove
MFS International Intrinsic Value Fund Class R6
was added by brian
6/22/2021
Remove
MFS Global Real Estate Fund Class R6
MGLRX
was added by brian
6/22/2021
Remove
Lazard Global Listed Infrastructure Portfolio Institutional Shares
GLIFX
was added by brian
6/22/2021
Remove
Oppenheimer International Growth Fund Class Y
OIGYX
was added by brian
6/22/2021
Remove
JPMorgan Mid Cap Value R6
JMVYX
was added by brian
6/22/2021
Remove
JPMorgan Equity Income Fund Class R6
OIEJX
was added by brian
6/22/2021
Remove
PIMCO Income Fund Institutional Class
PIMIX
was added by brian
6/22/2021
Remove
Delaware Small Cap Value Fund Institutional Class
DEVIX
was added by brian
6/22/2021
Remove
Goldman Sachs Emerging Markets Equity Insights Fund Class IR
GIRPX
was added by brian
6/22/2021
Remove
Goldman Sachs International Small Cap Insights Fund Class IR Shares
GIRLX
was added by brian
6/22/2021
Remove
Templeton Global Bond Fund Class R6
FBNRX
was added by brian
6/22/2021
Remove
American Funds New Perspective Fund Class R-6
RNPGX
was added by brian
6/22/2021
Remove
American Funds Global Balanced Fund Class R-6
RGBGX
was added by brian
6/22/2021
Remove
Fidelity Select Health Care Portfolio
FSPHX
was added by brian
6/22/2021
Remove
Fidelity Select Technology Portfolio
FSPTX
was added by brian
6/22/2021
Remove
Fidelity Select Utilities Portfolio
FSUTX
was added by brian
6/22/2021
Remove
Fidelity International Capital Appreciation Fund
FIVFX
was added by brian
6/22/2021
Remove
Vanguard Small-Cap Index Fund Admiral Shares
VSMAX
was added by brian
6/22/2021
Remove
Fidelity Extended Market Index
FSMAX
was added by brian
6/22/2021
Remove
Fidelity Growth Company Fund Class K
FGCKX
was added by brian
6/22/2021
Remove
Fidelity Blue Chip Growth Fund Class K
FBGKX
was added by brian
6/22/2021
Remove
Vanguard Target Retirement Income Fund Investor Shares
VTINX
was added by brian
6/22/2021
Remove
Fidelity OTC Portfolio Class K
FOCKX
was added by brian
6/22/2021
Remove
Vanguard Target Retirement 2025 Fund Investor Shares
VTTVX
was added by brian
6/22/2021
Remove
Vanguard Target Retirement 2035 Fund Investor Shares
VTTHX
was added by brian
6/22/2021
Remove
Vanguard Target Retirement 2045 Fund Investor Shares
VTIVX
was added by brian
6/22/2021
Remove
Vanguard Target Retirement 2055 Fund Investor Shares
VFFVX
was added by brian
6/22/2021
Remove
Vanguard Target Retirement 2065 Fund Investor Shares
VLXVX
was added by brian
6/22/2021
Remove
Vanguard Target Retirement 2020 Fund Investor Shares
VTWNX
was added by brian
6/22/2021
Remove
Vanguard Target Retirement 2030 Fund Investor Shares
VTHRX
was added by brian
6/22/2021
Remove
Vanguard Target Retirement 2040 Fund Investor Shares
VFORX
was added by brian
6/22/2021
Remove
Vanguard Target Retirement 2050 Fund Investor Shares
VFIFX
was added by brian
6/22/2021
Remove
Vanguard Target Retirement 2060 Fund Investor Shares
VTTSX
was added by brian
6/22/2021
Remove
Vanguard Federal Money Market Fund
was added by brian
6/22/2021
Remove
Vanguard Wellesley Income Fund Admiral Shares
VWIAX
was added by brian
6/22/2021
Remove
Vanguard Energy Index Fund Admiral Shares
VENAX
was added by brian
6/22/2021
Remove
Fidelity Limited Term Government Fund
FFXSX
was added by brian
6/22/2021
Remove
Vanguard Inflation-Protected Securities Fund Admiral Shares
VAIPX
was added by brian
6/22/2021
Remove
Vanguard Mid-Cap Value Index Fund Admiral Shares
VMVAX
was added by brian
6/22/2021
Remove
Vanguard Materials Index Fund Admiral Shares
VMIAX
was added by brian
6/22/2021
Remove
Vanguard Financials Index Fund Admiral Shares
VFAIX
was added by brian
6/22/2021
Remove
Vanguard Consumer Discretionary Index Fund Admiral Shares
VCDAX
was added by brian
6/22/2021
Remove
Fidelity International Index Fund Premium Class
FSIVX
was added by brian
6/22/2021
Remove
Fidelity 500 Index
FXAIX
was added by brian
6/22/2021
Remove
Vanguard Target Retirement 2015 Fund Investor Shares
VTXVX
was added by brian
6/22/2021
Remove
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