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401k, 403b plan

Northwestern University 403(b)

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Plan was created by kivalia on 12/7/2011.
Number of Followers: 5


COMMENTS plan comments help
comment plan bmurphy 1/23/2013 11:03:24 AM
Plan is accurate as of 1/24/2013.

comment plan bmurphy 5/8/2013 1:03:00 PM
Plan added a slew of new funds. We've updated to reflect and the plan is accurate as of 5/8/2013.

comment plan bmurphy 7/21/2013 8:07:31 PM
OK, plan is correct as of 7/22/2013. Had to remove a few redundant funds.

comment plan bmurphy 10/12/2014 3:28:08 PM
Plan is correct as of today.

comment plan bmurphy 4/28/2016 1:04:04 PM
Plan is exactly correct as of today with a few changes needed.

comment plan bmurphy 10/22/2016 4:07:31 PM
This plan is constructed using the Fidelity options available to Northwestern 403(b) participants. Goldman Sachs Small Cap Value is proxied by GSSIX (0.01% higher expense ratio). Wells Fargo Small Company Growth is proxied by WSCGX (0.05% higher expense ratio). Parnassus is proxied by PARNX (0.14% higher expense ratio). MetLife Fixed Annuity is not represented in the plan.

comment plan bmurphy 10/26/2016 11:02:11 AM
Exchanged GSSIX for GSSUX and WSCGX for WSCRX, as the entering funds were just added to our database

comment plan bmurphy 1/18/2017 12:02:09 PM
Plan is exactly correct as of 1/18/17.

comment plan bmurphy 5/9/2017 12:05:48 PM
Swapped PARNX out, and PFPRX in.

comment plan bmurphy 5/13/2018 3:40:52 PM
Plan is exactly correct as of 5/13/2018.

comment plan bmurphy 10/31/2018 12:08:57 PM
Plan is exactly correct as of 10/31/18.

comment plan bmurphy 1/30/2019 11:29:06 AM
Removed PFPRX, swapped VIIIX for VINIX, VEMPX for VIEIX. Missing PFRSX & FKIDX

comment plan brian 11/23/2020 9:14:16 PM
Plan is correct as of 11/23/20. In cases where USCASH is part of the portfolios, use Vanguard Money Market.

comment plan brian 4/18/2021 3:23:29 PM
Removed JDVWX as it's been retired from the plan. Using USCASH to proxy VMFXX.

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TRANSACTIONS investment options help
The investment options available to you through the plan have changed? Add or remove any here and get up-to-date advice:



NameTickerActionDate 
Vanguard Federal Money Marketwas added by brian4/18/2021Remove
Vanguard Federal Money Marketwas removed by brian4/18/2021Remove
John Hancock Funds Disciplined Value Fund Class R6JDVWXwas removed by brian4/18/2021
BlackRock LifePath Index 2020 Fund Class K SharesLIMKXwas removed by brian11/23/2020
Loomis Sayles Small Cap Growth Fund Class NLSSNXwas added by brian11/23/2020Remove
Vanguard FTSE Social Index Fund Investor SharesVFTSXwas removed by brian11/23/2020
Vanguard FTSE Social Index Fund Institutional SharesVFTNXwas added by brian11/23/2020Remove
Fidelity Diversified International Fund Class KFDIKXwas removed by brian11/23/2020
Fidelity Diversified Intl K6fkidxwas added by brian11/23/2020Remove
Principal Real Estate Securities Fund Institutional ClassPIREXwas removed by brian11/23/2020
Principal Real Estate Securities Fd R-6pfrsxwas added by brian11/23/2020Remove
Wells Fargo Small Company Growth Fund - Class R6WSCRXwas removed by brian11/23/2020
Vanguard Extended Market Index Fund Institutional SharesVIEIXwas removed by bmurphy1/30/2019
Vanguard Institutional Index Fund Institutional SharesVINIXwas removed by bmurphy1/30/2019
Vanguard Institutional Index Fund Institutional Plus SharesVIIIXwas added by bmurphy1/30/2019Remove
Vanguard Extended Market Index Fund Institutional Plus SharesVEMPXwas added by bmurphy1/30/2019Remove
BlackRock LifePath Index 2060 Fund Class KLIZKXwas added by bmurphy1/30/2019Remove
Vanguard FTSE Social Index Fund Investor SharesVFTSXwas added by bmurphy1/30/2019
Parnassus Fund Institutional SharesPFPRXwas removed by bmurphy1/30/2019
Parnassus FundPARNXwas removed by bmurphy5/9/2017
Parnassus Fund Institutional SharesPFPRXwas added by bmurphy5/9/2017
Goldman Sachs Small Cap Value Fund InstitutionalGSSIXwas removed by bmurphy10/26/2016
Wells Fargo Small Company Growth Fund - Class InstWSCGXwas removed by bmurphy10/26/2016
Goldman Sachs Small Cap Value Class R6GSSUXwas added by bmurphy10/26/2016Remove
Wells Fargo Small Company Growth Fund - Class R6WSCRXwas added by bmurphy10/26/2016
Parnassus FundPARNXwas added by bmurphy10/22/2016
Wells Fargo Small Company Growth Fund - Class InstWSCGXwas added by bmurphy10/22/2016
Goldman Sachs Small Cap Value Fund InstitutionalGSSIXwas added by bmurphy10/22/2016
Principal Real Estate Securities Fund Institutional ClassPIREXwas added by bmurphy10/22/2016
Fidelity Diversified International Fund Class KFDIKXwas added by bmurphy10/22/2016
Vanguard PRIMECAP Fund Admiral SharesVPMAXwas added by bmurphy10/22/2016Remove
Metropolitan West Total Return Bond Fund Plan ClassMWTSXwas added by bmurphy10/22/2016Remove
MassMutual Select Mid Cap Growth Equity Fund II Class IMEFZXwas added by bmurphy10/22/2016Remove
MFS Mid Cap Value Fund Class R6MVCKXwas added by bmurphy10/22/2016Remove
John Hancock Funds Disciplined Value Fund Class R6JDVWXwas added by bmurphy10/22/2016
American Funds New World Fund Class R-6RNWGXwas added by bmurphy10/22/2016Remove
Vanguard Total International Stock Index Fund Institutional SharesVTSNXwas added by bmurphy10/22/2016Remove
Vanguard Total Bond Market Index Fund Institutional SharesVBTIXwas added by bmurphy10/22/2016Remove
Vanguard Short-Term Bond Index Fund Institutional SharesVBITXwas added by bmurphy10/22/2016Remove
Vanguard Institutional Index Fund Institutional SharesVINIXwas added by bmurphy10/22/2016
Vanguard Extended Market Index Fund Institutional SharesVIEIXwas added by bmurphy10/22/2016
BlackRock LifePath Index 2055 Fund Class K SharesLIVKXwas added by bmurphy10/22/2016Remove
BlackRock LifePath Index 2050 Fund Class K SharesLIPKXwas added by bmurphy10/22/2016Remove
BlackRock LifePath Index 2045 Fund Class K SharesLIHKXwas added by bmurphy10/22/2016Remove
BlackRock LifePath Index 2040 Fund Class K SharesLIKKXwas added by bmurphy10/22/2016Remove
BlackRock LifePath Index 2035 Fund Class K SharesLIJKXwas added by bmurphy10/22/2016Remove
BlackRock LifePath Index 2030 Fund Class K SharesLINKXwas added by bmurphy10/22/2016Remove
BlackRock LifePath Index 2025 Fund Class K SharesLIBKXwas added by bmurphy10/22/2016Remove
BlackRock LifePath Index 2020 Fund Class K SharesLIMKXwas added by bmurphy10/22/2016
BlackRock LifePath Index Retirement Fund Class K SharesLIRKXwas added by bmurphy10/22/2016Remove
Fidelity International Capital Appreciation FundFIVFXwas removed by bmurphy10/22/2016
Fidelity International Enhanced Index FundFIENXwas removed by bmurphy10/22/2016
Fidelity International Growth FundFIGFXwas removed by bmurphy10/22/2016
Fidelity International Small Cap FundFISMXwas removed by bmurphy10/22/2016
Fidelity Europe FundFIEUXwas removed by bmurphy10/22/2016
Fidelity Emerging Europe, Middle East, Africa (EMEA) FundFEMEXwas removed by bmurphy10/22/2016
Fidelity China Region FundFHKCXwas removed by bmurphy10/22/2016
Fidelity International Small Cap Opportunities FundFSCOXwas removed by bmurphy10/22/2016
Fidelity Small Cap Growth FundFCPGXwas removed by bmurphy10/22/2016
Fidelity Small Cap Stock FundFSLCXwas removed by bmurphy10/22/2016
Fidelity Small Cap Value FundFCPVXwas removed by bmurphy10/22/2016
Fidelity Stock Selector Small Cap FundFDSCXwas removed by bmurphy10/22/2016
Fidelity New Millennium FundFMILXwas removed by bmurphy10/22/2016
Fidelity Emerging Asia FundFSEAXwas removed by bmurphy10/22/2016
Calvert International Equity Fund Class ACWVGXwas removed by bmurphy10/22/2016
Fidelity Canada FundFICDXwas removed by bmurphy10/22/2016
Fidelity Large Cap Stock FundFLCSXwas removed by bmurphy10/22/2016
Fidelity Large Cap Core Enhanced Index FundFLCEXwas removed by bmurphy10/22/2016
Fidelity Large Cap Growth Enhanced Index FundFLGEXwas removed by bmurphy10/22/2016
Fidelity Large Cap Value Enhanced Index FundFLVEXwas removed by bmurphy10/22/2016
Fidelity Mega Cap Stock FundFGRTXwas removed by bmurphy10/22/2016
Fidelity NASDAQ Composite Index FundFNCMXwas removed by bmurphy10/22/2016
Fidelity Stock Selector Large Cap Value FundFSLVXwas removed by bmurphy10/22/2016
Fidelity Worldwide FundFWWFXwas removed by bmurphy10/22/2016
Fidelity International Value FundFIVLXwas removed by bmurphy10/22/2016
Fidelity Japan Smaller Companies FundFJSCXwas removed by bmurphy10/22/2016
Fidelity Japan FundFJPNXwas removed by bmurphy10/22/2016
Fidelity Latin America FundFLATXwas removed by bmurphy10/22/2016
Fidelity Nordic FundFNORXwas removed by bmurphy10/22/2016
Fidelity Pacific Basin FundFPBFXwas removed by bmurphy10/22/2016
Fidelity Total International Equity FundFTIEXwas removed by bmurphy10/22/2016
Fidelity Real Estate Income FundFRIFXwas removed by bmurphy10/22/2016
Fidelity Real Estate Investment PortfolioFRESXwas removed by bmurphy10/22/2016
Fidelity Select Portfolios Air Transportation PortfolioFSAIXwas removed by bmurphy10/22/2016
Fidelity Select Automotive PortfolioFSAVXwas removed by bmurphy10/22/2016
Fidelity Select Banking PortfolioFSRBXwas removed by bmurphy10/22/2016
Fidelity Select Biotechnology PortfolioFBIOXwas removed by bmurphy10/22/2016
Fidelity Select Brokerage & Invmt Mgmt PortfolioFSLBXwas removed by bmurphy10/22/2016
Fidelity International Real Estate FundFIREXwas removed by bmurphy10/22/2016
Fidelity Trend FundFTRNXwas removed by bmurphy10/22/2016
Calvert Capital Accumulation Fund Class ACCAFXwas removed by bmurphy10/22/2016
Fidelity Mid Cap Enhanced Index FundFMEIXwas removed by bmurphy10/22/2016
Fidelity Select Energy PortfolioFSENXwas removed by bmurphy10/22/2016
Fidelity Select Envir and Alt Energy PortfolioFSLEXwas removed by bmurphy10/22/2016
Fidelity Select Energy Service PortfolioFSESXwas removed by bmurphy10/22/2016
Fidelity Select Financial Services PortfolioFIDSXwas removed by bmurphy10/22/2016
Fidelity Select Gold PortfolioFSAGXwas removed by bmurphy10/22/2016
Fidelity Select Health Care PortfolioFSPHXwas removed by bmurphy10/22/2016
Fidelity Select Industrial Equipment PortfolioFSCGXwas removed by bmurphy10/22/2016
Fidelity Select Semiconductors PortfolioFSELXwas removed by bmurphy10/22/2016
Fidelity Select Defense & Aerospace PortfolioFSDAXwas removed by bmurphy10/22/2016
Fidelity Select Chemicals PortfolioFSCHXwas removed by bmurphy10/22/2016
Fidelity Select Communications Equip PortfolioFSDCXwas removed by bmurphy10/22/2016
Fidelity Select Computers PortfolioFDCPXwas removed by bmurphy10/22/2016
Fidelity Select Consumer Discretionary PortfolioFSCPXwas removed by bmurphy10/22/2016
Fidelity Select Consumer Staples PortfolioFDFAXwas removed by bmurphy10/22/2016
Fidelity Select Construction & Housing PortfolioFSHOXwas removed by bmurphy10/22/2016
Fidelity Select Consumer Finance PortfolioFSVLXwas removed by bmurphy10/22/2016
Fidelity Select Natural Resources PortfolioFNARXwas removed by bmurphy10/22/2016
Fidelity Select Pharmaceuticals PortfolioFPHAXwas removed by bmurphy10/22/2016
Fidelity Select Retailing PortfolioFSRPXwas removed by bmurphy10/22/2016
Fidelity Select Software & IT Services PortfolioFSCSXwas removed by bmurphy10/22/2016
Fidelity Select Technology PortfolioFSPTXwas removed by bmurphy10/22/2016
Fidelity Select Telecommunications PortfolioFSTCXwas removed by bmurphy10/22/2016
Fidelity Select Transportation PortfolioFSRFXwas removed by bmurphy10/22/2016
Fidelity Select Natural Gas PortfolioFSNGXwas removed by bmurphy10/22/2016
Fidelity Select Multimedia PortfolioFBMPXwas removed by bmurphy10/22/2016
Fidelity Select Industrials PortfolioFCYIXwas removed by bmurphy10/22/2016
Fidelity Select Insurance PortfolioFSPCXwas removed by bmurphy10/22/2016
Fidelity Select IT Services PortfolioFBSOXwas removed by bmurphy10/22/2016
Fidelity Select Leisure PortfolioFDLSXwas removed by bmurphy10/22/2016
Fidelity Select Materials PortfolioFSDPXwas removed by bmurphy10/22/2016
Fidelity Select Medical Equipment and Systems PortfolioFSMEXwas removed by bmurphy10/22/2016
Fidelity Select Health Care Services PortfolioFSHCXwas removed by bmurphy10/22/2016
Fidelity Asset Manager 60% FundFSANXwas removed by bmurphy10/22/2016
Fidelity Asset Manager 70% FundFASGXwas removed by bmurphy10/22/2016
Fidelity Asset Manager 85% FundFAMRXwas removed by bmurphy10/22/2016
Fidelity Balanced Fund Class KFBAKXwas removed by bmurphy10/22/2016
Fidelity Global Balanced FundFGBLXwas removed by bmurphy10/22/2016
Fidelity Global Strategies FundFDYSXwas removed by bmurphy10/22/2016
Fidelity Capital & Income FundFAGIXwas removed by bmurphy10/22/2016
Fidelity Asset Manager 40% FundFFANXwas removed by bmurphy10/22/2016
Fidelity Asset Manager 30% FundFTANXwas removed by bmurphy10/22/2016
Fidelity Asset Manager 20% FundFASIXwas removed by bmurphy10/22/2016
Fidelity Select Utilities PortfolioFSUTXwas removed by bmurphy10/22/2016
Fidelity Select Wireless PortfolioFWRLXwas removed by bmurphy10/22/2016
Fidelity Telecom and Utilities FundFIUIXwas removed by bmurphy10/22/2016
Fidelity Global Commodity Stock FundFFGCXwas removed by bmurphy10/22/2016
Fidelity Strategic Dividend & Income FundFSDIXwas removed by bmurphy10/22/2016
Fidelity Asset Manager 50% FundFASMXwas removed by bmurphy10/22/2016
Fidelity Convertible Securities FundFCVSXwas removed by bmurphy10/22/2016
Calvert Balanced Portfolio Class ACSIFXwas removed by bmurphy10/22/2016
Fidelity New Markets Income FundFNMIXwas removed by bmurphy10/22/2016
Fidelity Short-Term Bond FundFSHBXwas removed by bmurphy10/22/2016
Fidelity Strategic Income FundFSICXwas removed by bmurphy10/22/2016
Fidelity Total Bond FundFTBFXwas removed by bmurphy10/22/2016
Fidelity Mortgage Securities FundFMSFXwas removed by bmurphy10/22/2016
Fidelity Investment Grade Bond FundFBNDXwas removed by bmurphy10/22/2016
Fidelity Intermediate Government Income FundFSTGXwas removed by bmurphy10/22/2016
Fidelity Corporate Bond FundFCBFXwas removed by bmurphy10/22/2016
Fidelity Floating Rate High Income FundFFRHXwas removed by bmurphy10/22/2016
Fidelity Focused High Income FundFHIFXwas removed by bmurphy10/22/2016
Fidelity GNMA FundFGMNXwas removed by bmurphy10/22/2016
Fidelity High Income FundSPHIXwas removed by bmurphy10/22/2016
Fidelity Inflation-Protected Bond FundFINPXwas removed by bmurphy10/22/2016
Fidelity Limited Term Government FundFFXSXwas removed by bmurphy10/22/2016
Fidelity Intermediate Bond FundFTHRXwas removed by bmurphy10/22/2016
Domini Social Equity Fund Investor ClassDSEFXwas removed by bmurphy10/22/2016
Fidelity Blue Chip Value FundFBCVXwas removed by bmurphy10/22/2016
Fidelity Contrafund Fund Class KFCNKXwas removed by bmurphy10/22/2016
Fidelity Disciplined Equity Fund Class KFDEKXwas removed by bmurphy10/22/2016
Fidelity Focused Stock FundFTQGXwas removed by bmurphy10/22/2016
Fidelity Four-in-One Index FundFFNOXwas removed by bmurphy10/22/2016
Fidelity Treasury Only Money Market FundFDLXXwas removed by bmurphy10/22/2016
Fidelity U.S. Government ReservesFGRXXwas removed by bmurphy10/22/2016
Fidelity Conservative Income Bond FundFCONXwas removed by bmurphy10/22/2016
Fidelity Government Money Market FundSPAXXwas removed by bmurphy10/22/2016
Fidelity Money Market FundSPRXXwas removed by bmurphy10/22/2016
Fidelity Money Market Trust Retirement Government Money Market PortfolioFGMXXwas removed by bmurphy10/22/2016
Fidelity Money Market Trust Retirement Government Money Market II PortfolioFRTXXwas removed by bmurphy10/22/2016
Fidelity Growth Company Fund Class KFGCKXwas removed by bmurphy10/22/2016
Fidelity Growth & Income Portfolio Class KFGIKXwas removed by bmurphy10/22/2016
Fidelity Blue Chip Growth Fund Class KFBGKXwas removed by bmurphy10/22/2016
Fidelity Capital Appreciation Fund Class KFCAKXwas removed by bmurphy10/22/2016
Fidelity Dividend Growth Fund Class KFDGKXwas removed by bmurphy10/22/2016
Fidelity Equity Dividend Income Fund Class KFETKXwas removed by bmurphy10/22/2016
Fidelity Equity-Income Fund Class KFEIKXwas removed by bmurphy10/22/2016
Fidelity Export and Multinational Fund Class KFEXKXwas removed by bmurphy10/22/2016
Fidelity Fund Class KFFDKXwas removed by bmurphy10/22/2016
Fidelity Growth Discovery Fund Class KFGDKXwas removed by bmurphy10/22/2016
Fidelity Independence Fund Class KFDFKXwas removed by bmurphy10/22/2016
Fidelity Magellan Fund Class KFMGKXwas removed by bmurphy10/22/2016
Fidelity OTC Portfolio Class KFOCKXwas removed by bmurphy10/22/2016
Fidelity Advisor Stock Selector All Cap Fund Class KFSSKXwas removed by bmurphy10/22/2016
Fidelity Value Discovery Fund Class KFVDKXwas removed by bmurphy10/22/2016
Strategic Advisers Core Multi-Manager FundFLAUXwas removed by bmurphy10/22/2016
Strategic Advisers Growth Multi-Manager FundFMELXwas removed by bmurphy10/22/2016
Strategic Advisers Value Multi-Manager FundFKMOXwas removed by bmurphy10/22/2016
Fidelity 500 Index Fund Institutional ClassFXSIXwas removed by bmurphy10/22/2016
Fidelity Total Market Index Fund Premium ClassFSTVXwas removed by bmurphy10/22/2016
Vanguard PRIMECAP Fund Admiral SharesVPMAXwas removed by bmurphy10/22/2016Remove
Vanguard Windsor Fund Admiral SharesVWNEXwas removed by bmurphy10/22/2016
Fidelity Growth Strategies Fund Class KFAGKXwas removed by bmurphy10/22/2016
Fidelity Leveraged Company Stock Fund Class KFLCKXwas removed by bmurphy10/22/2016
Fidelity Low-Priced Stock Fund Class KFLPKXwas removed by bmurphy10/22/2016
Fidelity Mid-Cap Stock Fund Class KFKMCXwas removed by bmurphy10/22/2016
Fidelity Advisor Stock Selector Mid Cap FundFSSMXwas removed by bmurphy10/22/2016
Fidelity Value Fund Class KFVLKXwas removed by bmurphy10/22/2016
Fidelity Advisor Value Strategies Fund Class KFVSKXwas removed by bmurphy10/22/2016
Fidelity Mid Cap Index Fund Premium ClassFSCKXwas removed by bmurphy10/22/2016
Fidelity Extended Market Index Fund Premium ClassFSEVXwas removed by bmurphy10/22/2016
Strategic Advisers Small-Mid Cap Multi-Manager FundFNAPXwas removed by bmurphy10/22/2016
Fidelity Small Cap Index Fund Premium ClassFSSVXwas removed by bmurphy10/22/2016
Fidelity Diversified International Fund Class KFDIKXwas removed by bmurphy10/22/2016
Fidelity Emerging Markets Discovery FundFEDDXwas removed by bmurphy10/22/2016
Fidelity Emerging Markets Fund Class KFKEMXwas removed by bmurphy10/22/2016
Fidelity Global Equity Income FundFGILXwas removed by bmurphy10/22/2016
Fidelity International Discovery Fund Class KFIDKXwas removed by bmurphy10/22/2016
Fidelity Overseas Fund Class KFOSKXwas removed by bmurphy10/22/2016
Fidelity Total Emerging Markets FundFTEMXwas removed by bmurphy10/22/2016
Fidelity Emerging Markets Index Fund Premium ClassFPMAXwas removed by bmurphy10/22/2016
Fidelity Global ex U.S. Index Fund Premium ClassFSGDXwas removed by bmurphy10/22/2016
Fidelity International Index Fund Premium ClassFSIVXwas removed by bmurphy10/22/2016
Fidelity Government Income FundFGOVXwas removed by bmurphy10/22/2016
Fidelity Small Cap Enhanced Index FundFCPEXwas removed by bmurphy10/22/2016
Fidelity Small Cap Discovery FundFSCRXwas removed by bmurphy10/22/2016
Calvert Small Cap Fund Class ACCVAXwas removed by bmurphy10/22/2016
Fidelity Mid Cap Value FundFSMVXwas removed by bmurphy10/22/2016
Fidelity Real Estate Index Fund Premium ClassFSRVXwas removed by bmurphy10/22/2016
Strategic Advisers Emerging Markets Fund of FundsFLILXwas removed by bmurphy10/22/2016
Strategic Advisers International Multi-Manager FundFMJDXwas removed by bmurphy10/22/2016
Fidelity Freedom K 2005 FundFFKVXwas removed by bmurphy10/22/2016
Fidelity Freedom K 2010 FundFFKCXwas removed by bmurphy10/22/2016
Fidelity Freedom K 2020 FundFFKDXwas removed by bmurphy10/22/2016
Fidelity Freedom K 2015 FundFKVFXwas removed by bmurphy10/22/2016
Fidelity Freedom K 2025 FundFKTWXwas removed by bmurphy10/22/2016
Fidelity Freedom K 2030 FundFFKEXwas removed by bmurphy10/22/2016
Fidelity Freedom K 2035 FundFKTHXwas removed by bmurphy10/22/2016
Fidelity Freedom K 2040 FundFFKFXwas removed by bmurphy10/22/2016
Fidelity Freedom K 2045 FundFFKGXwas removed by bmurphy10/22/2016
Fidelity Freedom K 2050 FundFFKHXwas removed by bmurphy10/22/2016
Fidelity Freedom K 2055 FundFDENXwas removed by bmurphy10/22/2016
Fidelity Freedom K Income FundFFKAXwas removed by bmurphy10/22/2016
Fidelity Puritan Fund Class KFPUKXwas removed by bmurphy10/22/2016
Fidelity Global High Income FundFGHNXwas removed by bmurphy10/22/2016
Fidelity Global Bond FundFGBFXwas removed by bmurphy10/22/2016
Fidelity International Bond FundFINUXwas removed by bmurphy10/22/2016
Strategic Advisers Core Income Multi-Manager FundFWHBXwas removed by bmurphy10/22/2016
Strategic Advisers Income Opportunities Fund of FundsFSADXwas removed by bmurphy10/22/2016
Fidelity Inflation-Protected Bond Index Fund Premium ClassFSIYXwas removed by bmurphy10/22/2016
Fidelity Long-Term Treasury Bond Index Fund Premium ClassFLBAXwas removed by bmurphy10/22/2016
Fidelity Short-Term Treasury Bond Index Fund Premium ClassFSBAXwas removed by bmurphy10/22/2016
Fidelity Strategic Real Return FundFSRRXwas removed by bmurphy10/22/2016
Fidelity Intermediate Treasury Bond Index Fund Premium ClassFIBAXwas removed by bmurphy10/22/2016
Fidelity U.S. Bond Index Fund Premium ClassFSITXwas removed by bmurphy10/22/2016
Vanguard Value Index Fund Admiral SharesVVIAXwas removed by bmurphy10/22/2016
Vanguard Growth Index Fund Admiral SharesVIGAXwas removed by bmurphy10/22/2016
Vanguard Small-Cap Index Fund Admiral SharesVSMAXwas removed by bmurphy10/22/2016
Vanguard Mid-Cap Index Fund Admiral SharesVIMAXwas removed by bmurphy10/22/2016
Fidelity Freedom K 2060 FundFDKNXwas removed by bmurphy10/22/2016
Fidelity Ultra-Short Bond FundFUSFXwas removed by bmurphy4/28/2016
Fidelity Mid Cap GrowthFSMGXwas removed by bmurphy4/28/2016
Fidelity Select Money Market PortfolioFSLXXwas removed by bmurphy4/28/2016
Fidelity Large Cap Growth FundFSLGXwas removed by bmurphy4/28/2016
Fidelity Freedom K 2060 FundFDKNXwas added by bmurphy4/28/2016
Fidelity Fifty FundFFTYXwas removed by bmurphy4/28/2016
Fidelity Freedom K 2000FFKBXwas removed by bmurphy4/28/2016
Fidelity Europe Capital Appreciation FundFECAXwas removed by bmurphy4/28/2016
Fidelity 130/30 Large Cap FundFOTTXwas removed by bmurphy4/28/2016
Vanguard Mid-Cap Index Fund Admiral SharesVIMAXwas added by bmurphy1/18/2016
Vanguard Mid-Cap Index Fund Signal SharesVMISXwas removed by bmurphy1/18/2016
Vanguard Small-Cap Index Fund Admiral SharesVSMAXwas added by bmurphy1/18/2016
Vanguard Small Cap Index Fund Signal SharesVSISXwas removed by bmurphy1/18/2016
Vanguard Growth Index Fund Admiral SharesVIGAXwas added by bmurphy1/18/2016
Vanguard Growth Index Fund Signal SharesVIGSXwas removed by bmurphy1/18/2016
Vanguard Value Index Fund Admiral SharesVVIAXwas added by bmurphy1/18/2016
Vanguard Value Index Fund Signal SharesVVISXwas removed by bmurphy1/18/2016
Fidelity U.S. Bond Index Fund Premium ClassFSITXwas added by bmurphy7/21/2013
Fidelity Intermediate Treasury Bond Index Fund Premium ClassFIBAXwas added by bmurphy7/21/2013
Fidelity Strategic Real Return FundFSRRXwas added by bmurphy7/21/2013
Fidelity Intermediate Treasury Bond Index Fund Investor ClassFIBIXwas removed by bmurphy7/21/2013
Fidelity U.S. Bond Index Fund Investor ClassFBIDXwas removed by bmurphy7/21/2013
Fidelity Advisor Strategic Real Return Fund Class AFSRAXwas removed by bmurphy7/21/2013
Vanguard Windsor Fund Investor ShareVWNDXwas removed by bmurphy7/21/2013
Fidelity Extended Market Index Fund Investor ClassFSEMXwas removed by bmurphy7/21/2013
Fidelity Total Market Index Fund Investor ClassFSTMXwas removed by bmurphy7/21/2013
Vanguard PRIMECAP Fund Investor SharesVPMCXwas removed by bmurphy7/21/2013
Fidelity Short-Term Treasury Bond Index Fund Investor ClassFSBIXwas removed by bmurphy5/8/2013
Fidelity Long-Term Treasury Bond Index Fund Investor ClassFLBIXwas removed by bmurphy5/8/2013
Fidelity Short-Term Treasury Bond Index Fund Premium ClassFSBAXwas added by bmurphy5/8/2013
Fidelity Long-Term Treasury Bond Index Fund Premium ClassFLBAXwas added by bmurphy5/8/2013
Fidelity Inflation-Protected Bond Index Fund Premium ClassFSIYXwas added by bmurphy5/8/2013
Strategic Advisers Income Opportunities Fund of FundsFSADXwas added by bmurphy5/8/2013
Strategic Advisers Core Income Multi-Manager FundFWHBXwas added by bmurphy5/8/2013
Fidelity International Bond FundFINUXwas added by bmurphy5/8/2013
Fidelity Global Bond FundFGBFXwas added by bmurphy5/8/2013
Fidelity Global High Income FundFGHNXwas added by bmurphy5/8/2013
Fidelity Puritan Fund Class KFPUKXwas added by bmurphy5/8/2013
Fidelity Freedom K Income FundFFKAXwas added by bmurphy5/8/2013
Fidelity Freedom K 2055 FundFDENXwas added by bmurphy5/8/2013
Fidelity Freedom K 2050 FundFFKHXwas added by bmurphy5/8/2013
Fidelity Freedom K 2045 FundFFKGXwas added by bmurphy5/8/2013
Fidelity Freedom K 2040 FundFFKFXwas added by bmurphy5/8/2013
Fidelity Freedom K 2035 FundFKTHXwas added by bmurphy5/8/2013
Fidelity Freedom K 2030 FundFFKEXwas added by bmurphy5/8/2013
Fidelity Freedom K 2025 FundFKTWXwas added by bmurphy5/8/2013
Fidelity Freedom K 2015 FundFKVFXwas added by bmurphy5/8/2013
Fidelity Freedom K 2020 FundFFKDXwas added by bmurphy5/8/2013
Fidelity Freedom K 2010 FundFFKCXwas added by bmurphy5/8/2013
Fidelity Freedom K 2005 FundFFKVXwas added by bmurphy5/8/2013
Fidelity Freedom K 2000FFKBXwas added by bmurphy5/8/2013
Strategic Advisers International Multi-Manager FundFMJDXwas added by bmurphy5/8/2013
Strategic Advisers Emerging Markets Fund of FundsFLILXwas added by bmurphy5/8/2013
Fidelity Real Estate Index Fund Premium ClassFSRVXwas added by bmurphy5/8/2013
Fidelity International Index Fund Investor ClassFSIIXwas removed by bmurphy5/8/2013
Fidelity International Index Fund Premium ClassFSIVXwas added by bmurphy5/8/2013
Fidelity Global ex U.S. Index Fund Premium ClassFSGDXwas added by bmurphy5/8/2013
Fidelity Emerging Markets Index Fund Premium ClassFPMAXwas added by bmurphy5/8/2013
Fidelity Total Emerging Markets FundFTEMXwas added by bmurphy5/8/2013
Fidelity Overseas Fund Class KFOSKXwas added by bmurphy5/8/2013
Fidelity International Discovery Fund Class KFIDKXwas added by bmurphy5/8/2013
Fidelity Global Equity Income FundFGILXwas added by bmurphy5/8/2013
Fidelity Emerging Markets Fund Class KFKEMXwas added by bmurphy5/8/2013
Fidelity Emerging Markets Discovery FundFEDDXwas added by bmurphy5/8/2013
Fidelity Diversified International Fund Class KFDIKXwas added by bmurphy5/8/2013
Fidelity Small Cap Index Fund Premium ClassFSSVXwas added by bmurphy5/8/2013
Strategic Advisers Small-Mid Cap Multi-Manager FundFNAPXwas added by bmurphy5/8/2013
Fidelity Extended Market Index Fund Premium ClassFSEVXwas added by bmurphy5/8/2013
Fidelity Mid Cap Index Fund Premium ClassFSCKXwas added by bmurphy5/8/2013
Fidelity Advisor Value Strategies Fund Class KFVSKXwas added by bmurphy5/8/2013
Fidelity Value Fund Class KFVLKXwas added by bmurphy5/8/2013
Fidelity Advisor Stock Selector Mid Cap FundFSSMXwas added by bmurphy5/8/2013
Fidelity Mid-Cap Stock Fund Class KFKMCXwas added by bmurphy5/8/2013
Fidelity Low-Priced Stock Fund Class KFLPKXwas added by bmurphy5/8/2013
Fidelity Leveraged Company Stock Fund Class KFLCKXwas added by bmurphy5/8/2013
Fidelity Growth Strategies Fund Class KFAGKXwas added by bmurphy5/8/2013
Vanguard Windsor Fund Admiral SharesVWNEXwas added by bmurphy5/8/2013
Vanguard PRIMECAP Fund Admiral SharesVPMAXwas added by bmurphy5/8/2013Remove
Fidelity Total Market Index Fund Premium ClassFSTVXwas added by bmurphy5/8/2013
Fidelity 500 Index Fund Institutional ClassFXSIXwas added by bmurphy5/8/2013
Strategic Advisers Value Multi-Manager FundFKMOXwas added by bmurphy5/8/2013
Strategic Advisers Growth Multi-Manager FundFMELXwas added by bmurphy5/8/2013
Strategic Advisers Core Multi-Manager FundFLAUXwas added by bmurphy5/8/2013
Fidelity Value Discovery Fund Class KFVDKXwas added by bmurphy5/8/2013
Fidelity Advisor Stock Selector All Cap Fund Class KFSSKXwas added by bmurphy5/8/2013
Fidelity OTC Portfolio Class KFOCKXwas added by bmurphy5/8/2013
Fidelity Magellan Fund Class KFMGKXwas added by bmurphy5/8/2013
Fidelity Independence Fund Class KFDFKXwas added by bmurphy5/8/2013
Fidelity Growth Discovery Fund Class KFGDKXwas added by bmurphy5/8/2013
Fidelity Fund Class KFFDKXwas added by bmurphy5/8/2013
Fidelity Export and Multinational Fund Class KFEXKXwas added by bmurphy5/8/2013
Fidelity Equity-Income Fund Class KFEIKXwas added by bmurphy5/8/2013
Fidelity Equity Dividend Income Fund Class KFETKXwas added by bmurphy5/8/2013
Fidelity Dividend Growth Fund Class KFDGKXwas added by bmurphy5/8/2013
Fidelity Capital Appreciation Fund Class KFCAKXwas added by bmurphy5/8/2013
Fidelity Blue Chip Growth Fund Class KFBGKXwas added by bmurphy5/8/2013
Fidelity Growth & Income Portfolio Class KFGIKXwas added by kivalia12/7/2011
Fidelity Growth Company Fund Class KFGCKXwas added by kivalia12/7/2011
Fidelity Large Cap Growth FundFSLGXwas added by kivalia12/7/2011
Fidelity Short-Term Treasury Bond Index Fund Investor ClassFSBIXwas added by kivalia12/7/2011
Fidelity U.S. Bond Index Fund Investor ClassFBIDXwas added by kivalia12/7/2011
Fidelity Conservative Income Bond FundFCONXwas added by kivalia12/7/2011
  was added by kivalia12/7/2011
Fidelity Government Money Market FundSPAXXwas added by kivalia12/7/2011
Fidelity Money Market FundSPRXXwas added by kivalia12/7/2011
Fidelity Money Market Trust Retirement Government Money Market PortfolioFGMXXwas added by kivalia12/7/2011
Fidelity Money Market Trust Retirement Government Money Market II PortfolioFRTXXwas added by kivalia12/7/2011
Fidelity Select Money Market PortfolioFSLXXwas added by kivalia12/7/2011
Fidelity U.S. Government ReservesFGRXXwas added by kivalia12/7/2011
Fidelity Treasury Only Money Market FundFDLXXwas added by kivalia12/7/2011
Domini Social Equity Fund Investor ClassDSEFXwas added by kivalia12/7/2011
Fidelity 130/30 Large Cap FundFOTTXwas added by kivalia12/7/2011
Fidelity Blue Chip Value FundFBCVXwas added by kivalia12/7/2011
Fidelity Contrafund Fund Class KFCNKXwas added by kivalia12/7/2011
Fidelity Disciplined Equity Fund Class KFDEKXwas added by kivalia12/7/2011
Fidelity Fifty FundFFTYXwas added by kivalia12/7/2011
Fidelity Focused Stock FundFTQGXwas added by kivalia12/7/2011
Fidelity Four-in-One Index FundFFNOXwas added by kivalia12/7/2011
Fidelity Corporate Bond FundFCBFXwas added by kivalia12/7/2011
Fidelity Floating Rate High Income FundFFRHXwas added by kivalia12/7/2011
Fidelity Focused High Income FundFHIFXwas added by kivalia12/7/2011
Fidelity GNMA FundFGMNXwas added by kivalia12/7/2011
Fidelity High Income FundSPHIXwas added by kivalia12/7/2011
Fidelity Inflation-Protected Bond FundFINPXwas added by kivalia12/7/2011
Fidelity Limited Term Government FundFFXSXwas added by kivalia12/7/2011
Fidelity Intermediate Bond FundFTHRXwas added by kivalia12/7/2011
Fidelity Intermediate Government Income FundFSTGXwas added by kivalia12/7/2011
Fidelity Investment Grade Bond FundFBNDXwas added by kivalia12/7/2011
Fidelity Mortgage Securities FundFMSFXwas added by kivalia12/7/2011
Fidelity New Markets Income FundFNMIXwas added by kivalia12/7/2011
Fidelity Short-Term Bond FundFSHBXwas added by kivalia12/7/2011
Fidelity Strategic Income FundFSICXwas added by kivalia12/7/2011
Fidelity Total Bond FundFTBFXwas added by kivalia12/7/2011
Fidelity Ultra-Short Bond FundFUSFXwas added by kivalia12/7/2011
Fidelity Government Income FundFGOVXwas added by kivalia12/7/2011
Fidelity Intermediate Treasury Bond Index Fund Investor ClassFIBIXwas added by kivalia12/7/2011
Fidelity Long-Term Treasury Bond Index Fund Investor ClassFLBIXwas added by kivalia12/7/2011
Fidelity Select Utilities PortfolioFSUTXwas added by kivalia12/7/2011
Fidelity Select Wireless PortfolioFWRLXwas added by kivalia12/7/2011
Fidelity Telecom and Utilities FundFIUIXwas added by kivalia12/7/2011
Fidelity Global Commodity Stock FundFFGCXwas added by kivalia12/7/2011
Fidelity Strategic Dividend & Income FundFSDIXwas added by kivalia12/7/2011
Fidelity Asset Manager 50% FundFASMXwas added by kivalia12/7/2011
Fidelity Convertible Securities FundFCVSXwas added by kivalia12/7/2011
Calvert Balanced Portfolio Class ACSIFXwas added by kivalia12/7/2011
Fidelity Asset Manager 20% FundFASIXwas added by kivalia12/7/2011
Fidelity Asset Manager 30% FundFTANXwas added by kivalia12/7/2011
Fidelity Asset Manager 40% FundFFANXwas added by kivalia12/7/2011
Fidelity Asset Manager 60% FundFSANXwas added by kivalia12/7/2011
Fidelity Asset Manager 70% FundFASGXwas added by kivalia12/7/2011
Fidelity Asset Manager 85% FundFAMRXwas added by kivalia12/7/2011
Fidelity Balanced Fund Class KFBAKXwas added by kivalia12/7/2011
Fidelity Global Balanced FundFGBLXwas added by kivalia12/7/2011
Fidelity Global Strategies FundFDYSXwas added by kivalia12/7/2011
Fidelity Advisor Strategic Real Return Fund Class AFSRAXwas added by kivalia12/7/2011
Fidelity Capital & Income FundFAGIXwas added by kivalia12/7/2011
Fidelity Select Industrials PortfolioFCYIXwas added by kivalia12/7/2011
Fidelity Select Insurance PortfolioFSPCXwas added by kivalia12/7/2011
Fidelity Select IT Services PortfolioFBSOXwas added by kivalia12/7/2011
Fidelity Select Leisure PortfolioFDLSXwas added by kivalia12/7/2011
Fidelity Select Materials PortfolioFSDPXwas added by kivalia12/7/2011
Fidelity Select Medical Equipment and Systems PortfolioFSMEXwas added by kivalia12/7/2011
Fidelity Select Health Care Services PortfolioFSHCXwas added by kivalia12/7/2011
Fidelity Select Multimedia PortfolioFBMPXwas added by kivalia12/7/2011
Fidelity Select Natural Gas PortfolioFSNGXwas added by kivalia12/7/2011
Fidelity Select Natural Resources PortfolioFNARXwas added by kivalia12/7/2011
Fidelity Select Pharmaceuticals PortfolioFPHAXwas added by kivalia12/7/2011
Fidelity Select Retailing PortfolioFSRPXwas added by kivalia12/7/2011
Fidelity Select Software & IT Services PortfolioFSCSXwas added by kivalia12/7/2011
Fidelity Select Technology PortfolioFSPTXwas added by kivalia12/7/2011
Fidelity Select Telecommunications PortfolioFSTCXwas added by kivalia12/7/2011
Fidelity Select Transportation PortfolioFSRFXwas added by kivalia12/7/2011
Fidelity Select Chemicals PortfolioFSCHXwas added by kivalia12/7/2011
Fidelity Select Communications Equip PortfolioFSDCXwas added by kivalia12/7/2011
Fidelity Select Computers PortfolioFDCPXwas added by kivalia12/7/2011
Fidelity Select Consumer Discretionary PortfolioFSCPXwas added by kivalia12/7/2011
Fidelity Select Consumer Staples PortfolioFDFAXwas added by kivalia12/7/2011
Fidelity Select Construction & Housing PortfolioFSHOXwas added by kivalia12/7/2011
Fidelity Select Consumer Finance PortfolioFSVLXwas added by kivalia12/7/2011
Fidelity Select Defense & Aerospace PortfolioFSDAXwas added by kivalia12/7/2011
Fidelity Select Semiconductors PortfolioFSELXwas added by kivalia12/7/2011
Fidelity Select Energy Service PortfolioFSESXwas added by kivalia12/7/2011
Fidelity Select Energy PortfolioFSENXwas added by kivalia12/7/2011
Fidelity Select Envir and Alt Energy PortfolioFSLEXwas added by kivalia12/7/2011
Fidelity Select Financial Services PortfolioFIDSXwas added by kivalia12/7/2011
Fidelity Select Gold PortfolioFSAGXwas added by kivalia12/7/2011
Fidelity Select Health Care PortfolioFSPHXwas added by kivalia12/7/2011
Fidelity Select Industrial Equipment PortfolioFSCGXwas added by kivalia12/7/2011
Fidelity Trend FundFTRNXwas added by kivalia12/7/2011
Fidelity Total Market Index Fund Investor ClassFSTMXwas added by kivalia12/7/2011
Vanguard Growth Index Fund Signal SharesVIGSXwas added by kivalia12/7/2011
Vanguard PRIMECAP Fund Investor SharesVPMCXwas added by kivalia12/7/2011
Vanguard Value Index Fund Signal SharesVVISXwas added by kivalia12/7/2011
Vanguard Windsor Fund Investor ShareVWNDXwas added by kivalia12/7/2011
Calvert Capital Accumulation Fund Class ACCAFXwas added by kivalia12/7/2011
Fidelity Mid Cap Enhanced Index FundFMEIXwas added by kivalia12/7/2011
Fidelity Mid Cap GrowthFSMGXwas added by kivalia12/7/2011
Fidelity International Real Estate FundFIREXwas added by kivalia12/7/2011
Fidelity Real Estate Income FundFRIFXwas added by kivalia12/7/2011
Fidelity Real Estate Investment PortfolioFRESXwas added by kivalia12/7/2011
Fidelity Select Portfolios Air Transportation PortfolioFSAIXwas added by kivalia12/7/2011
Fidelity Select Automotive PortfolioFSAVXwas added by kivalia12/7/2011
Fidelity Select Banking PortfolioFSRBXwas added by kivalia12/7/2011
Fidelity Select Biotechnology PortfolioFBIOXwas added by kivalia12/7/2011
Fidelity Select Brokerage & Invmt Mgmt PortfolioFSLBXwas added by kivalia12/7/2011
Fidelity International Value FundFIVLXwas added by kivalia12/7/2011
Fidelity Japan Smaller Companies FundFJSCXwas added by kivalia12/7/2011
Fidelity Japan FundFJPNXwas added by kivalia12/7/2011
Fidelity Latin America FundFLATXwas added by kivalia12/7/2011
Fidelity Nordic FundFNORXwas added by kivalia12/7/2011
Fidelity Pacific Basin FundFPBFXwas added by kivalia12/7/2011
Fidelity Total International Equity FundFTIEXwas added by kivalia12/7/2011
Fidelity Worldwide FundFWWFXwas added by kivalia12/7/2011
Fidelity International Index Fund Investor ClassFSIIXwas added by kivalia12/7/2011
Fidelity Large Cap Stock FundFLCSXwas added by kivalia12/7/2011
Fidelity Large Cap Core Enhanced Index FundFLCEXwas added by kivalia12/7/2011
Fidelity Large Cap Growth Enhanced Index FundFLGEXwas added by kivalia12/7/2011
Fidelity Large Cap Value Enhanced Index FundFLVEXwas added by kivalia12/7/2011
Fidelity Mega Cap Stock FundFGRTXwas added by kivalia12/7/2011
Fidelity NASDAQ Composite Index FundFNCMXwas added by kivalia12/7/2011
Fidelity Stock Selector Large Cap Value FundFSLVXwas added by kivalia12/7/2011
Fidelity Small Cap Growth FundFCPGXwas added by kivalia12/7/2011
Fidelity Small Cap Stock FundFSLCXwas added by kivalia12/7/2011
Fidelity Small Cap Value FundFCPVXwas added by kivalia12/7/2011
Fidelity Stock Selector Small Cap FundFDSCXwas added by kivalia12/7/2011
Vanguard Small Cap Index Fund Signal SharesVSISXwas added by kivalia12/7/2011
Calvert International Equity Fund Class ACWVGXwas added by kivalia12/7/2011
Fidelity Canada FundFICDXwas added by kivalia12/7/2011
Fidelity China Region FundFHKCXwas added by kivalia12/7/2011
Fidelity Emerging Europe, Middle East, Africa (EMEA) FundFEMEXwas added by kivalia12/7/2011
Fidelity Emerging Asia FundFSEAXwas added by kivalia12/7/2011
Fidelity Europe Capital Appreciation FundFECAXwas added by kivalia12/7/2011
Fidelity Europe FundFIEUXwas added by kivalia12/7/2011
Fidelity International Capital Appreciation FundFIVFXwas added by kivalia12/7/2011
Fidelity International Enhanced Index FundFIENXwas added by kivalia12/7/2011
Fidelity International Growth FundFIGFXwas added by kivalia12/7/2011
Fidelity International Small Cap Opportunities FundFSCOXwas added by kivalia12/7/2011
Fidelity International Small Cap FundFISMXwas added by kivalia12/7/2011
Vanguard Federal Money Marketwas added by kivalia12/7/2011Remove
Fidelity Mid Cap Value FundFSMVXwas added by kivalia12/7/2011
Fidelity New Millennium FundFMILXwas added by kivalia12/7/2011
Fidelity Extended Market Index Fund Investor ClassFSEMXwas added by kivalia12/7/2011
Vanguard Mid-Cap Index Fund Signal SharesVMISXwas added by kivalia12/7/2011
Calvert Small Cap Fund Class ACCVAXwas added by kivalia12/7/2011
Fidelity Small Cap Discovery FundFSCRXwas added by kivalia12/7/2011
Fidelity Small Cap Enhanced Index FundFCPEXwas added by kivalia12/7/2011
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Plan Transactions

This section details the different updates made to the plan over time, such as when new investment options become available, etc...
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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