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Oshkosh Corporation And Affiliates Tax Deferred Investment Plan

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Plan was created by xglekwa on 12/12/2018.
Number of Followers: 3


COMMENTS plan comments help
comment plan xglekwa 12/12/2018 5:16:24 PM
Not found: - PDGIX - TRTIX - FBKWX Not found, no ticker - Fidelity Managed Income Portfolio II Class 2 - Fidelity Low-Priced Stock Commingled Pool - Fidelity Growth Company Commingled Pool

comment plan bmurphy 12/13/2018 9:57:32 AM
Added a number of "proxy" funds to the lineup to reflect missing tickers. Proxies are the same funds, but slightly higher expense ratios. Will add missing funds in quarters to come.

comment plan xglekwa 6/23/2021 8:54:43 AM
Recent plan changes added two funds that don't seem to be in the database - JPMorgan U.S. Value Fund Class R6 (VGINX) and Putnam Stable Value Fund

comment plan brian 6/24/2021 11:58:24 AM
Added a proxy for JP Morgan US Value Class R6 (JP Morgan US Value Class R5). Putnam Stable Value fund is very similar to Fidelity Managed Income Portfolio, so not added.

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TRANSACTIONS investment options help
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NameTickerActionDate 
Fidelity Managed Income Portfolio II Class 2was removed by xglekwa10/29/2021
JPMorgan U.S. Value Class R6was added by brian6/24/2021Remove
Vanguard Institutional Index Fund Institutional SharesVINIXwas removed by xglekwa6/23/2021
Vanguard Institutional Index Fund Institutional Plus SharesVIIIXwas added by xglekwa6/23/2021Remove
John Hancock Funds Disciplined Value Fund Class R6JDVWXwas removed by xglekwa6/23/2021
Vanguard Extended Market Index Fund Admiral SharesVEXAXwas added by xglekwa6/23/2021Remove
Fidelity Advisor Total Bond - Zwas added by bmurphy12/13/2018Remove
T. Rowe Price International Value - Iwas added by bmurphy12/13/2018Remove
T. Rowe Price Dividend Growth - Iwas added by bmurphy12/13/2018Remove
Fidelity Managed Income Portfolio II Class 2was added by bmurphy12/13/2018
Fidelity Growth Company Commingled Poolwas added by bmurphy12/13/2018Remove
Fidelity Low-Priced Stock Commingled Poolwas added by bmurphy12/13/2018Remove
Fidelity Freedom 2030 Fund Class KFSNQXwas added by xglekwa12/12/2018Remove
Fidelity Freedom 2040 Fund Class KFSNVXwas added by xglekwa12/12/2018Remove
Fidelity Freedom 2050 Fund Class KFNSBXwas added by xglekwa12/12/2018Remove
Fidelity Freedom 2060 Fund Class KFNSFXwas added by xglekwa12/12/2018Remove
Fidelity Freedom Income Class KFNSHXwas added by xglekwa12/12/2018Remove
Vanguard Institutional Index Fund Institutional SharesVINIXwas added by xglekwa12/12/2018
John Hancock Funds Disciplined Value Fund Class R6JDVWXwas added by xglekwa12/12/2018
ClearBridge Small Cap Growth Fund Class ISLMOIXwas added by xglekwa12/12/2018Remove
Janus Enterprise Fund Class NJDMNXwas added by xglekwa12/12/2018Remove
Columbia Small Cap Value Fund II Class Y SharesCRRYXwas added by xglekwa12/12/2018Remove
American Funds Capital World Growth and Income Fund Class R-6RWIGXwas added by xglekwa12/12/2018Remove
The Hartford International Opportunities Fund Class YHAOYXwas added by xglekwa12/12/2018Remove
Fidelity Balanced Fund Class KFBAKXwas added by xglekwa12/12/2018Remove
Fidelity Freedom 2010 Fund Class KFSNKXwas added by xglekwa12/12/2018Remove
Fidelity Freedom 2020 Fund Class KFSNOXwas added by xglekwa12/12/2018Remove
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