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Plan was created by
sawasaki on 5/21/2012
.
Number of Followers:
2
COMMENTS
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sawasaki
5/21/2012 2:22:48 PM
This is not a 401k plan it is a roll over IRA on Morgan Stanley platform. The investment options here are just a subset of what is available thus the model portfolios were generated based on these limited investment options.
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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
Templeton Global Bond Fund Class C
TEGBX
was added by sawasaki
5/21/2012
Remove
Wells Fargo Growth Fund - Class C
WGFCX
was added by sawasaki
5/21/2012
Remove
US Cash / Money Market
USCASH
was added by sawasaki
5/21/2012
Remove
BlackRock Equity Dividend Fund Investor C Shares
MCDVX
was added by sawasaki
5/21/2012
Remove
BlackRock International Opportunities Portfolio Investor C Shares
BRECX
was added by sawasaki
5/21/2012
Remove
Fidelity Advisor Small Cap Fund Class C
FSCEX
was added by sawasaki
5/21/2012
Remove
Invesco Mid Cap Core Equity Fund Class C
GTACX
was added by sawasaki
5/21/2012
Remove
Invesco Real Estate Fund Class C
IARCX
was added by sawasaki
5/21/2012
Remove
Ivy Asset Strategy Fund Class C
WASCX
was added by sawasaki
5/21/2012
Remove
Morgan Stanley International C
INLCX
was added by sawasaki
5/21/2012
Remove
Oppenheimer Developing Markets Fund Class C
ODVCX
was added by sawasaki
5/21/2012
Remove
Prudential Jennison Natural Resources Fund Class C
PNRCX
was added by sawasaki
5/21/2012
Remove
Prudential Short-Term Corporate Bond Fund Class C
PIFCX
was added by sawasaki
5/21/2012
Remove
Plan Transactions
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