Log In
/
Sign Up
401(k) Guidance
Management Services
Mayo 403(B) Plan
Portfolios
Funds Ratings
Plan Information
Send me updates
Share this plan
Plan was created by
jaa-kivalia on 1/1/2016
.
Number of Followers:
2
COMMENTS
help
jaa-kivalia
1/1/2016 10:28:47 AM
Could not find Fidelity Lifecycle Index Funds, or the HLIC or TIAA fixed return funds, or the TIAA real estate (subbed the TIAA investor real estate fund)
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
Fidelity Freedom Index 2050 Fund Investor Class
FIPFX
was added by jaa-kivalia
10/16/2018
Remove
Fidelity Freedom Index 2040 Fund Investor Class
FBIFX
was added by jaa-kivalia
10/16/2018
Remove
Fidelity Freedom Index 2030 Fund Investor Class
FXIFX
was added by jaa-kivalia
10/16/2018
Remove
Fidelity Freedom Index 2010 Fund Investor Class
FKIFX
was added by jaa-kivalia
10/16/2018
Remove
Fidelity Freedom Index 2020 Fund Investor Class
FPIFX
was added by jaa-kivalia
10/16/2018
Remove
Vanguard Inflation-Protected Securities Fund Institutional Shares
VIPIX
was added by jaa-kivalia
1/1/2016
Remove
TIAA-CREF Real Estate Securities Fund Retail Class
TCREX
was added by jaa-kivalia
1/1/2016
Remove
Templeton Global Bond Fund Class A
TPINX
was added by jaa-kivalia
1/1/2016
Remove
PIMCO Low Duration Fund Administrative Class
PLDAX
was added by jaa-kivalia
1/1/2016
Remove
Vanguard Wellesley Income Fund Admiral Shares
VWIAX
was added by jaa-kivalia
1/1/2016
Remove
Fidelity Capital & Income Fund
FAGIX
was added by jaa-kivalia
1/1/2016
Remove
Dodge & Cox Income Fund
DODIX
was added by jaa-kivalia
1/1/2016
Remove
American Funds Capital World Bond Fund Class R-4
RCWEX
was added by jaa-kivalia
1/1/2016
Remove
Vanguard Wellington Fund Admiral Shares
VWENX
was added by jaa-kivalia
1/1/2016
Remove
Vanguard LifeStrategy Moderate Growth Fund Investor Shares
VSMGX
was added by jaa-kivalia
1/1/2016
Remove
Vanguard Long-Term Bond Index Fund Investor Shares
VBLTX
was added by jaa-kivalia
1/1/2016
Remove
Oakmark Equity And Income Fund Class I
OAKBX
was added by jaa-kivalia
1/1/2016
Remove
Dodge & Cox Balanced Fund
DODBX
was added by jaa-kivalia
1/1/2016
Remove
TIAA-CREF Social Choice Equity Fund Institutional Class
TISCX
was added by jaa-kivalia
1/1/2016
Remove
Vanguard Energy Fund Admiral Shares
VGELX
was added by jaa-kivalia
1/1/2016
Remove
Vanguard REIT Index Fund Institutional Shares
VGSNX
was added by jaa-kivalia
1/1/2016
Remove
Vanguard Precious Metals And Mining Fund Investor Shares
VGPMX
was added by jaa-kivalia
1/1/2016
Remove
T. Rowe Price New Era Fund
PRNEX
was added by jaa-kivalia
1/1/2016
Remove
Vanguard Global Equity Fund Investor Shares
VHGEX
was added by jaa-kivalia
1/1/2016
Remove
T. Rowe Price New Asia Fund
PRASX
was added by jaa-kivalia
1/1/2016
Remove
Vanguard Health Care Fund Admiral Shares
VGHAX
was added by jaa-kivalia
1/1/2016
Remove
T. Rowe Price New Horizons Fund
PRNHX
was added by jaa-kivalia
1/1/2016
Remove
American Funds Capital World Growth and Income Fund Class R-5
RWIFX
was added by jaa-kivalia
1/1/2016
Remove
Dreyfus Global Stock Fund Class I
DGLRX
was added by jaa-kivalia
1/1/2016
Remove
GMO Emerging Countries Fund Class M
GECMX
was added by jaa-kivalia
1/1/2016
Remove
Oakmark Global Fund Class I
OAKGX
was added by jaa-kivalia
1/1/2016
Remove
Oakmark International Fund Class I
OAKIX
was added by jaa-kivalia
1/1/2016
Remove
T. Rowe Price International Discovery Fund
PRIDX
was added by jaa-kivalia
1/1/2016
Remove
Baron Growth Fund Institutional Shares
BGRIX
was added by jaa-kivalia
1/1/2016
Remove
Fidelity Low-Priced Stock Fund Class K
FLPKX
was added by jaa-kivalia
1/1/2016
Remove
Neuberger Berman Genesis Fund Trust Class
NBGEX
was added by jaa-kivalia
1/1/2016
Remove
Vanguard PRIMECAP Fund Admiral Shares
VPMAX
was added by jaa-kivalia
1/1/2016
Remove
Fidelity Dividend Growth Fund Class K
FDGKX
was added by jaa-kivalia
1/1/2016
Remove
Dodge & Cox Stock Fund
DODGX
was added by jaa-kivalia
1/1/2016
Remove
American Funds Washington Mutual Investors Fund Class R-5
RWMFX
was added by jaa-kivalia
1/1/2016
Remove
American Funds The Growth Fund of America Class R-5
RGAFX
was added by jaa-kivalia
1/1/2016
Remove
Fidelity U.S. Bond Index
FXNAX
was added by jaa-kivalia
1/1/2016
Remove
Oakmark Select Fund Class I
OAKLX
was added by jaa-kivalia
1/1/2016
Remove
MainStay ICAP Select Equity Fund Class I
ICSLX
was added by jaa-kivalia
1/1/2016
Remove
The Hartford Capital Appreciation Fund Class Y
HCAYX
was added by jaa-kivalia
1/1/2016
Remove
Vanguard Windsor II Fund Admiral Shares
VWNAX
was added by jaa-kivalia
1/1/2016
Remove
Fidelity International Index
FSPSX
was added by jaa-kivalia
1/1/2016
Remove
Fidelity Emerging Markets Index Fund Premium Class
FPMAX
was added by jaa-kivalia
1/1/2016
Dodge & Cox International Stock Fund
DODFX
was added by jaa-kivalia
1/1/2016
Remove
American Funds New Perspective Fund Class R-5
RNPFX
was added by jaa-kivalia
1/1/2016
Remove
American Funds EuroPacific Growth Fund Class R-5
RERFX
was added by jaa-kivalia
1/1/2016
Remove
Metropolitan West Total Return Bond Fund Class I
MWTIX
was added by jaa-kivalia
1/1/2016
Remove
Vanguard Explorer Fund Admiral Shares
VEXRX
was added by jaa-kivalia
1/1/2016
Remove
Royce Pennsylvania Mutual Fund Investment Class
PENNX
was added by jaa-kivalia
1/1/2016
Remove
Fidelity Extended Market Index
FSMAX
was added by jaa-kivalia
1/1/2016
Remove
Fidelity Mid-Cap Stock Fund Class K
FKMCX
was added by jaa-kivalia
1/1/2016
Remove
Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares
VITPX
was added by jaa-kivalia
1/1/2016
Remove
Vanguard Institutional Index Fund Institutional Plus Shares
VIIIX
was added by jaa-kivalia
1/1/2016
Remove
Fidelity Contrafund Fund Class K
FCNKX
was added by jaa-kivalia
1/1/2016
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
Updating Plan and Portfolio Allocations...
Please wait while we are processing the changes to your investment plan.
We are generating updated portfolio allocations for this plan, this may take up to a few seconds.
Get free, ongoing, allocation recommendations and funds ratings for you plan!
For a better control of your retirement savings, and growing your money faster.
Sign Up Now For Free!
Already a member?
Log In
or
go back to the plan's main page