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Joyent, Inc.
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Plan was created by
reedcote on 6/27/2013
.
Number of Followers:
1
COMMENTS
help
bmurphy
7/5/2013 7:28:42 PM
Plan cleaned up as of 7/5/2013. Took out a lot of duplicate assets. Added PNRZX.
bmurphy
1/18/2016 5:43:36 PM
Replaced Vanguard Signal w/ Vanguard Admiral class funds.
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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
Vanguard Mid-Cap Index Fund Admiral Shares
VIMAX
was added by bmurphy
1/18/2016
Remove
Vanguard Mid-Cap Index Fund Signal Shares
VMISX
was removed by bmurphy
1/18/2016
Vanguard Intermediate-Term Bond Index Fund Admiral Shares
VBILX
was added by bmurphy
1/18/2016
Remove
Vanguard Intermediate-Term Bond Index Fund Signal Shares
VIBSX
was removed by bmurphy
1/18/2016
Vanguard Short-Term Bond Index Fund Admiral Shares
VBIRX
was added by bmurphy
1/18/2016
Remove
Vanguard Short-Term Bond Index Fund Signal Shares
VBSSX
was removed by bmurphy
1/18/2016
Vanguard REIT Index Fund Admiral Shares
VGSLX
was added by bmurphy
1/18/2016
Remove
Vanguard REIT Index Fund Signal Shares
VGRSX
was removed by bmurphy
1/18/2016
Vanguard Total Stock Market Index Fund Admiral Shares
VTSAX
was added by bmurphy
1/18/2016
Remove
Vanguard Total Stock Market Index Fund Signal Shares
VTSSX
was removed by bmurphy
1/18/2016
Vanguard Total International Stock Index Fund Admiral Shares
VTIAX
was added by bmurphy
1/18/2016
Remove
Vanguard Total International Stock Index Fund Signal Shares
VTSGX
was removed by bmurphy
1/18/2016
Vanguard Total Bond Market Index Fund Admiral Shares
VBTLX
was added by bmurphy
1/18/2016
Remove
Vanguard Total Bond Market Index Fund Signal Shares
VBTSX
was removed by bmurphy
1/18/2016
American Funds Washington Mutual Investors Fund Class R-4
RWMEX
was removed by bmurphy
7/5/2013
Prudential Jennison Natural Resources Fund Class Z
PNRZX
was added by bmurphy
7/5/2013
Remove
Vanguard Inflation-Protected Securities Fund Investor Shares
VIPSX
was removed by bmurphy
7/5/2013
Vanguard Intermediate-Term Bond Index Fund Investor Shares
VBIIX
was removed by bmurphy
7/5/2013
Goldman Sachs High Yield Fund Class A
GSHAX
was removed by bmurphy
7/5/2013
PIMCO Total Return Fund Institutional Class
PTTRX
was removed by bmurphy
7/5/2013
Vanguard Total Bond Market Index Fund Investor Shares
VBMFX
was removed by bmurphy
7/5/2013
Vanguard Short-Term Bond Index Fund Investor Shares
VBISX
was removed by bmurphy
7/5/2013
Vanguard Short-Term Federal Fund Investor Shares
VSGBX
was removed by bmurphy
7/5/2013
DFA Emerging Markets Value Portfolio Institutional Class
DFEVX
was removed by bmurphy
7/5/2013
Vanguard REIT Index Fund Investor Shares
VGSIX
was removed by bmurphy
7/5/2013
DFA International Value Portfolio Institutional Class
DFIVX
was removed by bmurphy
7/5/2013
Vanguard European Stock Index Fund Signal Shares
VESSX
was removed by bmurphy
7/5/2013
Vanguard European Stock Index Fund Investor Shares
VEURX
was removed by bmurphy
7/5/2013
Cohen & Steers International Realty Fund Class A
IRFAX
was removed by bmurphy
7/5/2013
Vanguard Total International Stock Index Fund Investor Shares
VGTSX
was removed by bmurphy
7/5/2013
Artisan International Fund Investor Class
ARTIX
was removed by bmurphy
7/5/2013
Fidelity Advisor International Discovery Fund Class A
FAIDX
was removed by bmurphy
7/5/2013
American Funds EuroPacific Growth Fund Class R-5
RERFX
was removed by bmurphy
7/5/2013
American Funds Capital World Growth and Income Fund Class R-4
RWIEX
was removed by bmurphy
7/5/2013
First Eagle Global Fund Class A
SGENX
was removed by bmurphy
7/5/2013
Oppenheimer Gold & Special Minerals Fund Class A
OPGSX
was removed by bmurphy
7/5/2013
Cohen & Steers Realty Shares Fund
CSRSX
was removed by bmurphy
7/5/2013
Invesco Real Estate Fund Investor Class
REINX
was removed by bmurphy
7/5/2013
Prudential Jennison Natural Resources Fund Class Z
PNRZX
was removed by bmurphy
7/5/2013
Remove
Fairholme Fund
FAIRX
was removed by bmurphy
7/5/2013
DFA U.S. Small Cap Value Portfolio Institutional Class
DFSVX
was removed by bmurphy
7/5/2013
John Hancock Classic Value Fund Class A
PZFVX
was removed by bmurphy
7/5/2013
Neuberger Berman Large Cap Value Fund Advisor Class
NBPBX
was removed by bmurphy
7/5/2013
Sound Shore Fund Investor Class
SSHFX
was removed by bmurphy
7/5/2013
Third Avenue Value Fund Institutional Class
TAVFX
was removed by bmurphy
7/5/2013
Deutsche Science and Technology Fund Class A
KTCAX
was removed by bmurphy
7/5/2013
HighMark NYSE ArcaTech 100 Index A
PPTIX
was removed by bmurphy
7/5/2013
T. Rowe Price Mid-Cap Growth Fund
RPMGX
was removed by bmurphy
7/5/2013
BlackRock Health Sciences Opportunities Portfolio Service Shares
SHISX
was removed by bmurphy
7/5/2013
Deutsche Health and Wellness Fund Class A
SUHAX
was removed by bmurphy
7/5/2013
Berwyn Income Fund
BERIX
was removed by bmurphy
7/5/2013
TCW Relative Value Mid Cap Fund Class I
TGVOX
was removed by bmurphy
7/5/2013
Bridgeway Ultra Small Company Market Fund
BRSIX
was removed by bmurphy
7/5/2013
Vanguard Small Cap Index Fund Signal Shares
VSISX
was removed by bmurphy
7/5/2013
Pear Tree Polaris Small Cap Fund Ordinary Class
USBNX
was removed by bmurphy
7/5/2013
Vanguard Mid-Cap Index Fund Investor Shares
VIMSX
was removed by bmurphy
7/5/2013
Dodge & Cox Stock Fund
DODGX
was removed by bmurphy
7/5/2013
Fidelity Advisor Stock Selector Mid Cap Fund Class A
FMCDX
was removed by bmurphy
7/5/2013
SSgA S&P 500 Index Fund N Class
SVSPX
was removed by bmurphy
7/5/2013
American Funds The Growth Fund of America Class R-5
RGAFX
was removed by bmurphy
7/5/2013
Vanguard Total Stock Market Index Fund Investor Shares
VTSMX
was removed by bmurphy
7/5/2013
Alpine Dynamic Dividend Fund Institutional Class
ADVDX
was removed by bmurphy
7/5/2013
American Funds The Growth Fund of America Class R-4
RGAEX
was removed by bmurphy
7/5/2013
American Funds Fundamental Investors Class R-4
RFNEX
was removed by bmurphy
7/5/2013
Vanguard Equity-Income Fund Investor Shares
VEIPX
was removed by bmurphy
7/5/2013
Dreyfus Appreciation Fund, Inc. Class Investor
DGAGX
was removed by bmurphy
7/5/2013
Vanguard Health Care Fund Investor Shares
VGHCX
was removed by bmurphy
7/5/2013
Sound Shore Fund Investor Class
SSHFX
was added by reedcote
6/27/2013
Vanguard Small Cap Index Fund Signal Shares
VSISX
was added by reedcote
6/27/2013
Vanguard Small Capitalization Value Index Fund Investor Shares
VISVX
was added by reedcote
6/27/2013
Remove
Vanguard Total Bond Market Index Fund Investor Shares
VBMFX
was added by reedcote
6/27/2013
Vanguard Total Bond Market Index Fund Signal Shares
VBTSX
was added by reedcote
6/27/2013
Vanguard Total International Stock Index Fund Investor Shares
VGTSX
was added by reedcote
6/27/2013
Vanguard Total International Stock Index Fund Signal Shares
VTSGX
was added by reedcote
6/27/2013
Vanguard Total Stock Market Index Fund Investor Shares
VTSMX
was added by reedcote
6/27/2013
Vanguard Total Stock Market Index Fund Signal Shares
VTSSX
was added by reedcote
6/27/2013
Berwyn Income Fund
BERIX
was added by reedcote
6/27/2013
Goldman Sachs High Yield Fund Class A
GSHAX
was added by reedcote
6/27/2013
Vanguard Prime Money Market Fund Investor Shares
VMMXX
was added by reedcote
6/27/2013
Remove
Vanguard REIT Index Fund Investor Shares
VGSIX
was added by reedcote
6/27/2013
Vanguard REIT Index Fund Signal Shares
VGRSX
was added by reedcote
6/27/2013
Vanguard Short-Term Bond Index Fund Investor Shares
VBISX
was added by reedcote
6/27/2013
Vanguard Short-Term Bond Index Fund Signal Shares
VBSSX
was added by reedcote
6/27/2013
Vanguard Short-Term Federal Fund Investor Shares
VSGBX
was added by reedcote
6/27/2013
Vanguard Short-Term Federal Fund Admiral Shares
VSGDX
was added by reedcote
6/27/2013
Remove
Vanguard Small Capitalization Growth Index Fund Investor Shares
VISGX
was added by reedcote
6/27/2013
Remove
Vanguard Small Capitalization Index Fund Investor Shares
NAESX
was added by reedcote
6/27/2013
Remove
Vanguard Intermediate-Term Bond Index Fund Investor Shares
VBIIX
was added by reedcote
6/27/2013
Vanguard Intermediate-Term Bond Index Fund Signal Shares
VIBSX
was added by reedcote
6/27/2013
Vanguard LifeStrategy Conservative Growth Fund Investor Shares
VSCGX
was added by reedcote
6/27/2013
Remove
Vanguard LifeStrategy Growth Fund Investor Shares
VASGX
was added by reedcote
6/27/2013
Remove
Vanguard LifeStrategy Moderate Growth Fund Investor Shares
VSMGX
was added by reedcote
6/27/2013
Remove
Vanguard Mid-Cap Index Fund Investor Shares
VIMSX
was added by reedcote
6/27/2013
Vanguard Mid-Cap Growth Fund Investor Shares
VMGRX
was added by reedcote
6/27/2013
Remove
Vanguard Mid-Cap Index Fund Signal Shares
VMISX
was added by reedcote
6/27/2013
T. Rowe Price New Era Fund
PRNEX
was added by reedcote
6/27/2013
Remove
TCW Relative Value Mid Cap Fund Class I
TGVOX
was added by reedcote
6/27/2013
Third Avenue Value Fund Institutional Class
TAVFX
was added by reedcote
6/27/2013
Vanguard Equity-Income Fund Investor Shares
VEIPX
was added by reedcote
6/27/2013
Vanguard European Stock Index Fund Investor Shares
VEURX
was added by reedcote
6/27/2013
Vanguard European Stock Index Fund Signal Shares
VESSX
was added by reedcote
6/27/2013
Vanguard Health Care Fund Investor Shares
VGHCX
was added by reedcote
6/27/2013
Vanguard Inflation-Protected Securities Fund Investor Shares
VIPSX
was added by reedcote
6/27/2013
Vanguard Inflation-Protected Securities Fund Admiral Shares
VAIPX
was added by reedcote
6/27/2013
Remove
Neuberger Berman Large Cap Value Fund Advisor Class
NBPBX
was added by reedcote
6/27/2013
HighMark NYSE ArcaTech 100 Index A
PPTIX
was added by reedcote
6/27/2013
Oppenheimer Gold & Special Minerals Fund Class A
OPGSX
was added by reedcote
6/27/2013
PIMCO Total Return Fund Institutional Class
PTTRX
was added by reedcote
6/27/2013
Putnam High Yield Advantage Fund Class Y
PHAYX
was added by reedcote
6/27/2013
Remove
T. Rowe Price Dividend Growth Fund
PRDGX
was added by reedcote
6/27/2013
Remove
T. Rowe Price Equity Income Fund
PRFDX
was added by reedcote
6/27/2013
Remove
T. Rowe Price Mid-Cap Growth Fund
RPMGX
was added by reedcote
6/27/2013
T. Rowe Price New America Growth Fund
PRWAX
was added by reedcote
6/27/2013
Remove
Fidelity Advisor Technology Fund I Class
FATIX
was added by reedcote
6/27/2013
Remove
Fidelity 500 Index Fund Premium Class
FUSVX
was added by reedcote
6/27/2013
First Eagle Global Fund Class A
SGENX
was added by reedcote
6/27/2013
SSgA S&P 500 Index Fund N Class
SVSPX
was added by reedcote
6/27/2013
Invesco Real Estate Fund Investor Class
REINX
was added by reedcote
6/27/2013
Prudential Jennison Natural Resources Fund Class Z
PNRZX
was added by reedcote
6/27/2013
Remove
John Hancock Classic Value Fund Class A
PZFVX
was added by reedcote
6/27/2013
Deutsche Health and Wellness Fund Class A
SUHAX
was added by reedcote
6/27/2013
Deutsche Science and Technology Fund Class A
KTCAX
was added by reedcote
6/27/2013
MFS Utilities Fund Class A
MMUFX
was added by reedcote
6/27/2013
Remove
DFA Emerging Markets Core Equity Portfolio Institutional Class
DFCEX
was added by reedcote
6/27/2013
Remove
DFA Emerging Markets Value Portfolio Institutional Class
DFEVX
was added by reedcote
6/27/2013
DFA International Value Portfolio Institutional Class
DFIVX
was added by reedcote
6/27/2013
DFA U.S. Small Cap Value Portfolio Institutional Class
DFSVX
was added by reedcote
6/27/2013
Dodge & Cox Stock Fund
DODGX
was added by reedcote
6/27/2013
Dreyfus Appreciation Fund, Inc. Class Investor
DGAGX
was added by reedcote
6/27/2013
Fairholme Fund
FAIRX
was added by reedcote
6/27/2013
Fidelity Advisor International Discovery Fund Class A
FAIDX
was added by reedcote
6/27/2013
Fidelity Advisor Stock Selector Mid Cap Fund Class A
FMCDX
was added by reedcote
6/27/2013
American Funds The Growth Fund of America Class R-4
RGAEX
was added by reedcote
6/27/2013
American Funds The Growth Fund of America Class R-5
RGAFX
was added by reedcote
6/27/2013
American Funds New Perspective Fund Class R-4
RNPEX
was added by reedcote
6/27/2013
Remove
American Funds Washington Mutual Investors Fund Class R-4
RWMEX
was added by reedcote
6/27/2013
Artisan International Fund Investor Class
ARTIX
was added by reedcote
6/27/2013
BlackRock Health Sciences Opportunities Portfolio Service Shares
SHISX
was added by reedcote
6/27/2013
Bridgeway Ultra Small Company Market Fund
BRSIX
was added by reedcote
6/27/2013
Cohen & Steers International Realty Fund Class A
IRFAX
was added by reedcote
6/27/2013
Cohen & Steers Realty Shares Fund
CSRSX
was added by reedcote
6/27/2013
US Cash / Money Market
USCASH
was added by reedcote
6/27/2013
Remove
Pear Tree Polaris Small Cap Fund Ordinary Class
USBNX
was added by reedcote
6/27/2013
Alpine Dynamic Dividend Fund Institutional Class
ADVDX
was added by reedcote
6/27/2013
American Century Mid Cap Value Fund Investor Class
ACMVX
was added by reedcote
6/27/2013
Remove
American Funds Capital World Growth and Income Fund Class R-4
RWIEX
was added by reedcote
6/27/2013
American Funds EuroPacific Growth Fund Class R-6
RERGX
was added by reedcote
6/27/2013
Remove
American Funds EuroPacific Growth Fund Class R-5
RERFX
was added by reedcote
6/27/2013
American Funds Fundamental Investors Class R-4
RFNEX
was added by reedcote
6/27/2013
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