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401(k) Guidance
Management Services
Burk-Kleinpeter, Inc. 401K Plan
Portfolios
Funds Ratings
Plan Information
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Plan was created by
Deleted User on 9/15/2015
.
Number of Followers:
0
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
T. Rowe Price Retirement Balanced Fund
TRRIX
was removed by Deleted User
3/13/2018
T. Rowe Price Retirement 2045 Fund
TRRKX
was removed by Deleted User
3/13/2018
T. Rowe Price Retirement 2055 Fund
TRRNX
was removed by Deleted User
3/13/2018
Virtus Foreign Opportunities Fund Class I
JVXIX
was removed by Deleted User
3/13/2018
Janus Triton Fund Class N
JGMNX
was removed by Deleted User
3/13/2018
Victory Integrity Small-Cap Value Fund Class R6
MVSSX
was removed by Deleted User
3/13/2018
Goldman Sachs Small Cap Value Fund Institutional
GSSIX
was removed by Deleted User
3/13/2018
BlackRock S&P 500 Index Fund Institutional Shares
BSPIX
was removed by Deleted User
3/13/2018
Invesco American Value Fund Class R6
MSAFX
was removed by Deleted User
3/13/2018
Principal MidCap Fund Institutional Class
PCBIX
was removed by Deleted User
3/13/2018
Vanguard Mid-Cap Growth Fund Investor Shares
VMGRX
was removed by Deleted User
3/13/2018
Vanguard Mid-Cap Index Fund Admiral Shares
VIMAX
was removed by Deleted User
3/13/2018
Columbia Contrarian Core Fund Class Y
COFYX
was removed by Deleted User
3/13/2018
JPMorgan Diversified Fund Select Class
JDVSX
was removed by Deleted User
3/13/2018
MFS Growth Fund Class R6
MFEKX
was removed by Deleted User
3/13/2018
American Funds The Income Fund of America Class R-6
RIDGX
was removed by Deleted User
3/13/2018
MFS Value Fund Class R6
MEIKX
was removed by Deleted User
3/13/2018
American Century Government Bond Fund Institutional Class
ABTIX
was removed by Deleted User
3/13/2018
BlackRock Inflation Protected Bond Fund Class K
BPLBX
was removed by Deleted User
3/13/2018
Fidelity Advisor Investment Grade Bond Fund Class I
FGBPX
was removed by Deleted User
3/13/2018
Ivy High Income Fund Class I
IVHIX
was removed by Deleted User
3/13/2018
Legg Mason BW Global Opportunities Bond Fund Class IS
GOBSX
was removed by Deleted User
3/13/2018
PIMCO Total Return Fund Institutional Class
PTTRX
was removed by Deleted User
3/13/2018
T. Rowe Price Retirement 2005 Fund
TRRFX
was removed by Deleted User
3/13/2018
T. Rowe Price Retirement 2010 Fund
TRRAX
was removed by Deleted User
3/13/2018
T. Rowe Price Retirement 2015 Fund
TRRGX
was removed by Deleted User
3/13/2018
T. Rowe Price Retirement 2020 Fund
TRRBX
was removed by Deleted User
3/13/2018
T. Rowe Price Retirement 2025 Fund
TRRHX
was removed by Deleted User
3/13/2018
T. Rowe Price Retirement 2030 Fund
TRRCX
was removed by Deleted User
3/13/2018
T. Rowe Price Retirement 2035 Fund
TRRJX
was removed by Deleted User
3/13/2018
T. Rowe Price Retirement 2040 Fund
TRRDX
was removed by Deleted User
3/13/2018
Federated International Leaders Fund Institutional Class
FGFLX
was removed by Deleted User
3/13/2018
T. Rowe Price Retirement 2050 Fund
TRRMX
was removed by Deleted User
3/13/2018
Federated International Leaders Fund Institutional Class
FGFLX
was added by Deleted User
9/15/2015
T. Rowe Price Retirement 2040 Fund
TRRDX
was added by Deleted User
9/15/2015
T. Rowe Price Retirement 2035 Fund
TRRJX
was added by Deleted User
9/15/2015
T. Rowe Price Retirement 2030 Fund
TRRCX
was added by Deleted User
9/15/2015
T. Rowe Price Retirement 2025 Fund
TRRHX
was added by Deleted User
9/15/2015
T. Rowe Price Retirement 2020 Fund
TRRBX
was added by Deleted User
9/15/2015
T. Rowe Price Retirement 2015 Fund
TRRGX
was added by Deleted User
9/15/2015
T. Rowe Price Retirement 2010 Fund
TRRAX
was added by Deleted User
9/15/2015
T. Rowe Price Retirement 2005 Fund
TRRFX
was added by Deleted User
9/15/2015
PIMCO Total Return Fund Institutional Class
PTTRX
was added by Deleted User
9/15/2015
Legg Mason BW Global Opportunities Bond Fund Class IS
GOBSX
was added by Deleted User
9/15/2015
Ivy High Income Fund Class I
IVHIX
was added by Deleted User
9/15/2015
Fidelity Advisor Investment Grade Bond Fund Class I
FGBPX
was added by Deleted User
9/15/2015
BlackRock Inflation Protected Bond Fund Class K
BPLBX
was added by Deleted User
9/15/2015
American Century Government Bond Fund Institutional Class
ABTIX
was added by Deleted User
9/15/2015
American Funds The Income Fund of America Class R-6
RIDGX
was added by Deleted User
9/15/2015
MFS Value Fund Class R6
MEIKX
was added by Deleted User
9/15/2015
MFS Growth Fund Class R6
MFEKX
was added by Deleted User
9/15/2015
Columbia Contrarian Core Fund Class Y
COFYX
was added by Deleted User
9/15/2015
JPMorgan Diversified Fund Select Class
JDVSX
was added by Deleted User
9/15/2015
BlackRock S&P 500 Index Fund Institutional Shares
BSPIX
was added by Deleted User
9/15/2015
Vanguard Mid-Cap Index Fund Admiral Shares
VIMAX
was added by Deleted User
9/15/2015
Vanguard Mid-Cap Growth Fund Investor Shares
VMGRX
was added by Deleted User
9/15/2015
Principal MidCap Fund Institutional Class
PCBIX
was added by Deleted User
9/15/2015
Invesco American Value Fund Class R6
MSAFX
was added by Deleted User
9/15/2015
Janus Triton Fund Class N
JGMNX
was added by Deleted User
9/15/2015
Victory Integrity Small-Cap Value Fund Class R6
MVSSX
was added by Deleted User
9/15/2015
Goldman Sachs Small Cap Value Fund Institutional
GSSIX
was added by Deleted User
9/15/2015
Virtus Foreign Opportunities Fund Class I
JVXIX
was added by Deleted User
9/15/2015
T. Rowe Price Retirement 2055 Fund
TRRNX
was added by Deleted User
9/15/2015
T. Rowe Price Retirement 2050 Fund
TRRMX
was added by Deleted User
9/15/2015
T. Rowe Price Retirement 2045 Fund
TRRKX
was added by Deleted User
9/15/2015
T. Rowe Price Retirement Balanced Fund
TRRIX
was added by Deleted User
9/15/2015
US Cash / Money Market
USCASH
was added by Deleted User
9/15/2015
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