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401(k) Guidance
Management Services
Unified Grocers, Inc. Employee Savings Plan
Portfolios
Funds Ratings
Plan Information
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Plan was created by
janicelynne7 on 10/7/2014
.
Number of Followers:
0
COMMENTS
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Plan Comments
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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
Cohen & Steers Institutional Realty Shares
CSRIX
was added by janicelynne7
10/14/2016
Remove
Cohen & Steers Institutional Realty Shares
CSRIX
was removed by janicelynne7
10/14/2016
Remove
John Hancock Funds Disciplined Value Fund Class R6
JDVWX
was removed by janicelynne7
10/10/2016
Eagle Small Cap Growth Fund Class R6
HSRUX
was removed by janicelynne7
10/10/2016
Vanguard Total Bond Market Index Fund Admiral Shares
VBTLX
was removed by janicelynne7
10/10/2016
Cohen & Steers Institutional Realty Shares
CSRIX
was added by janicelynne7
10/10/2016
Remove
Cohen & Steers Institutional Realty Shares
CSRIX
was removed by janicelynne7
10/10/2016
Remove
Fidelity Extended Market Index Fund Premium Class
FSEVX
was removed by janicelynne7
10/10/2016
Vulcan Value Partners Small Cap Fund
VVPSX
was removed by janicelynne7
10/10/2016
US Cash / Money Market
USCASH
was removed by janicelynne7
10/10/2016
APEXcm Small/Mid Cap Growth Fund
APSGX
was removed by janicelynne7
10/10/2016
John Hancock Funds Disciplined Value Mid Cap Fund Class R6
JVMRX
was removed by janicelynne7
10/10/2016
American Funds EuroPacific Growth Fund Class R-6
RERGX
was removed by janicelynne7
10/10/2016
Fidelity 500 Index Fund Institutional Class
FXSIX
was removed by janicelynne7
10/10/2016
Fidelity International Index Fund Premium Class
FSIVX
was removed by janicelynne7
10/10/2016
Fidelity Investments Money Market Funds Government Portfolio Class I
FIGXX
was added by janicelynne7
4/7/2016
Remove
Metropolitan West Low Duration Bond Fund Class Institutional
MWLIX
was added by janicelynne7
4/7/2016
Remove
Fidelity Freedom K 2020 Fund
FFKDX
was added by janicelynne7
4/7/2016
Cohen & Steers Institutional Realty Shares
CSRIX
was added by janicelynne7
4/7/2016
Remove
Vulcan Value Partners Small Cap Fund
VVPSX
was added by janicelynne7
4/7/2016
Eagle Small Cap Growth Fund Class R6
HSRUX
was added by janicelynne7
4/7/2016
Fidelity Extended Market Index Fund Premium Class
FSEVX
was added by janicelynne7
4/7/2016
APEXcm Small/Mid Cap Growth Fund
APSGX
was added by janicelynne7
4/7/2016
John Hancock Funds Disciplined Value Fund Class R6
JDVWX
was added by janicelynne7
4/7/2016
Oppenheimer Developing Markets Fund Class I
ODVIX
was added by janicelynne7
4/7/2016
Remove
Fidelity International Index Fund Premium Class
FSIVX
was added by janicelynne7
4/7/2016
Fidelity Capital & Income Fund
FAGIX
was added by janicelynne7
4/7/2016
Remove
Fidelity Growth Company Fund Class K
FGCKX
was added by janicelynne7
4/7/2016
Remove
Fidelity Contrafund Fund Class K
FCNKX
was added by janicelynne7
4/7/2016
Remove
Fidelity 500 Index Fund Institutional Class
FXSIX
was added by janicelynne7
4/7/2016
Diamond Hill Large Cap Fund Class Y
DHLYX
was added by janicelynne7
4/7/2016
Remove
American Funds EuroPacific Growth Fund Class R-6
RERGX
was added by janicelynne7
4/7/2016
John Hancock Funds Disciplined Value Mid Cap Fund Class R6
JVMRX
was added by janicelynne7
4/7/2016
Vanguard Total Bond Market Index Fund Admiral Shares
VBTLX
was added by janicelynne7
4/7/2016
Metropolitan West Total Return Bond Fund Class I
MWTIX
was added by janicelynne7
4/7/2016
Remove
Diamond Hill Large Cap Fund Class I
DHLRX
was removed by janicelynne7
4/7/2016
Fidelity Contrafund Fund Class K
FCNKX
was removed by janicelynne7
4/7/2016
Remove
Fidelity Growth Company Fund Class K
FGCKX
was removed by janicelynne7
4/7/2016
Remove
American Funds EuroPacific Growth Fund Class R-6
RERGX
was removed by janicelynne7
4/7/2016
Vulcan Value Partners Small Cap Fund
VVPSX
was removed by janicelynne7
4/7/2016
John Hancock Funds Disciplined Value Mid Cap Fund Class I
JVMIX
was removed by janicelynne7
4/7/2016
APEXcm Small/Mid Cap Growth Fund
APSGX
was removed by janicelynne7
4/7/2016
Oppenheimer Developing Markets Fund Class I
ODVIX
was removed by janicelynne7
4/7/2016
Remove
MainStay ICAP Select Equity Fund Class I
ICSLX
was removed by janicelynne7
4/7/2016
Fidelity 500 Index Fund Premium Class
FUSVX
was removed by janicelynne7
4/7/2016
Eagle Small Cap Growth Fund Class R6
HSRUX
was removed by janicelynne7
4/7/2016
Fidelity Extended Market Index Fund Premium Class
FSEVX
was removed by janicelynne7
4/7/2016
Fidelity Freedom K 2020 Fund
FFKDX
was removed by janicelynne7
4/7/2016
Fidelity Capital & Income Fund
FAGIX
was removed by janicelynne7
4/7/2016
Remove
PIMCO Low Duration Fund Institutional Class
PTLDX
was removed by janicelynne7
4/7/2016
Vanguard Total Bond Market Index Fund Admiral Shares
VBTLX
was removed by janicelynne7
4/7/2016
Fidelity Freedom K 2015 Fund
FKVFX
was removed by janicelynne7
4/7/2016
Cohen & Steers Institutional Realty Shares
CSRIX
was removed by janicelynne7
4/7/2016
Remove
Fidelity International Index Fund Premium Class
FSIVX
was removed by janicelynne7
4/7/2016
PIMCO Total Return Fund Institutional Class
PTTRX
was removed by janicelynne7
4/7/2016
Fidelity Money Market Trust Retirement Government Money Market Portfolio
FGMXX
was removed by janicelynne7
4/7/2016
Fidelity Money Market Trust Retirement Government Money Market Portfolio
FGMXX
was added by janicelynne7
10/7/2014
Vanguard Total Bond Market Index Fund Admiral Shares
VBTLX
was added by janicelynne7
10/7/2014
PIMCO Total Return Fund Institutional Class
PTTRX
was added by janicelynne7
10/7/2014
Fidelity Freedom K 2020 Fund
FFKDX
was added by janicelynne7
10/7/2014
Fidelity Freedom K 2015 Fund
FKVFX
was added by janicelynne7
10/7/2014
Cohen & Steers Institutional Realty Shares
CSRIX
was added by janicelynne7
10/7/2014
Remove
Fidelity International Index Fund Premium Class
FSIVX
was added by janicelynne7
10/7/2014
Fidelity Capital & Income Fund
FAGIX
was added by janicelynne7
10/7/2014
Remove
PIMCO Low Duration Fund Institutional Class
PTLDX
was added by janicelynne7
10/7/2014
Fidelity Extended Market Index Fund Premium Class
FSEVX
was added by janicelynne7
10/7/2014
Oppenheimer Developing Markets Fund Class I
ODVIX
was added by janicelynne7
10/7/2014
Remove
American Funds EuroPacific Growth Fund Class R-6
RERGX
was added by janicelynne7
10/7/2014
Vulcan Value Partners Small Cap Fund
VVPSX
was added by janicelynne7
10/7/2014
Eagle Small Cap Growth Fund Class R6
HSRUX
was added by janicelynne7
10/7/2014
John Hancock Funds Disciplined Value Mid Cap Fund Class I
JVMIX
was added by janicelynne7
10/7/2014
APEXcm Small/Mid Cap Growth Fund
APSGX
was added by janicelynne7
10/7/2014
Fidelity 500 Index Fund Premium Class
FUSVX
was added by janicelynne7
10/7/2014
MainStay ICAP Select Equity Fund Class I
ICSLX
was added by janicelynne7
10/7/2014
Fidelity Growth Company Fund Class K
FGCKX
was added by janicelynne7
10/7/2014
Remove
Fidelity Contrafund Fund Class K
FCNKX
was added by janicelynne7
10/7/2014
Remove
Diamond Hill Large Cap Fund Class I
DHLRX
was added by janicelynne7
10/7/2014
US Cash / Money Market
USCASH
was added by janicelynne7
10/7/2014
Plan Transactions
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