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Plan was created by
kalpenshah on 3/16/2012
.
Number of Followers:
7
COMMENTS
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bmurphy
1/14/2016 11:16:39 AM
Exchanged Vanguard 500 Signal for Vanguard 500 Admiral class shares.
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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 500 Index Fund Admiral Class
VFIAX
was added by bmurphy
1/14/2016
Remove
Vanguard 500 Index Fund Signal Class
VIFSX
was removed by bmurphy
1/14/2016
T. Rowe Price Retirement 2050 Fund
TRRMX
was added by kalpenshah
1/7/2014
Remove
HighMark Large Cap Growth Fund Fiduciary Class
HMGRX
was removed by kalpenshah
1/7/2014
HighMark Balanced Fund Fiduciary Class
HMBAX
was removed by kalpenshah
1/7/2014
Metropolitan West Total Return Bond Fund Class I
MWTIX
was added by kalpenshah
2/11/2013
Remove
Harbor International Fund Institutional Class
HAINX
was added by kalpenshah
2/11/2013
Remove
Vanguard Small-Cap Growth Index Fund Institutional Shares
VSGIX
was added by kalpenshah
2/11/2013
Remove
Vanguard Equity-Income Fund Admiral Shares
VEIRX
was added by kalpenshah
2/11/2013
Remove
T. Rowe Price Retirement 2040 Fund
TRRDX
was added by kalpenshah
2/11/2013
Remove
T. Rowe Price Retirement 2030 Fund
TRRCX
was added by kalpenshah
2/11/2013
Remove
T. Rowe Price Retirement 2020 Fund
TRRBX
was added by kalpenshah
2/11/2013
Remove
T. Rowe Price Retirement 2010 Fund
TRRAX
was added by kalpenshah
2/11/2013
Remove
T. Rowe Price Retirement Balanced Fund
TRRIX
was added by kalpenshah
2/11/2013
Remove
T. Rowe Price Real Estate Fund
TRREX
was added by kalpenshah
2/11/2013
Remove
Templeton Foreign Fund Class Advisor
TFFAX
was added by kalpenshah
2/11/2013
Remove
Franklin Small-Mid Cap Growth Fund Advisor Class
FSGAX
was added by kalpenshah
2/11/2013
Remove
MFS Growth Fund Class R6
MFEKX
was added by kalpenshah
2/11/2013
Remove
Vanguard 500 Index Fund Signal Class
VIFSX
was added by kalpenshah
2/11/2013
HighMark Bond Fid
HMBDX
was removed by kalpenshah
2/11/2013
Oakmark International Fund Class I
OAKIX
was removed by kalpenshah
2/11/2013
Invesco Small Cap Growth Fund Class A
GTSAX
was removed by kalpenshah
2/11/2013
Franklin Mutual Beacon Fund Class A
TEBIX
was removed by kalpenshah
2/11/2013
HighMark Value Fund Fiduciary Class
HMVMX
was removed by kalpenshah
2/11/2013
T. Rowe Price Retirement 2040 Fund Advisor Class
PARDX
was removed by kalpenshah
2/11/2013
T. Rowe Price Retirement 2030 Fund Advisor Class
PARCX
was removed by kalpenshah
2/11/2013
T. Rowe Price Retirement 2020 Fund Advisor Class
PARBX
was removed by kalpenshah
2/11/2013
T. Rowe Price Retirement 2010 Fund Advisor Class
PARAX
was removed by kalpenshah
2/11/2013
T. Rowe Price Retirement Balanced Fund Advisor Class
PARIX
was removed by kalpenshah
2/11/2013
T. Rowe Price Real Estate Adv
PAREX
was removed by kalpenshah
2/11/2013
Templeton Foreign Fund Class A
TEMFX
was removed by kalpenshah
2/11/2013
Franklin Small-Mid Cap Growth Fund Class A
FRSGX
was removed by kalpenshah
2/11/2013
MFS Growth Fund Class A
MFEGX
was removed by kalpenshah
2/11/2013
Vanguard 500 Index Fund Investor Class
VFINX
was removed by kalpenshah
2/11/2013
RidgeWorth Ceredex Mid-Cap Value Equity Fund I Shares
SMVTX
was added by kalpenshah
3/16/2012
Remove
HighMark Bond Fid
HMBDX
was added by kalpenshah
3/16/2012
HighMark Balanced Fund Fiduciary Class
HMBAX
was added by kalpenshah
3/16/2012
T. Rowe Price Retirement 2030 Fund Advisor Class
PARCX
was added by kalpenshah
3/16/2012
T. Rowe Price Retirement 2020 Fund Advisor Class
PARBX
was added by kalpenshah
3/16/2012
T. Rowe Price Retirement 2010 Fund Advisor Class
PARAX
was added by kalpenshah
3/16/2012
T. Rowe Price Retirement 2040 Fund Advisor Class
PARDX
was added by kalpenshah
3/16/2012
T. Rowe Price Retirement Balanced Fund Advisor Class
PARIX
was added by kalpenshah
3/16/2012
Franklin Mutual Beacon Fund Class A
TEBIX
was added by kalpenshah
3/16/2012
Templeton Foreign Fund Class A
TEMFX
was added by kalpenshah
3/16/2012
Oakmark International Fund Class I
OAKIX
was added by kalpenshah
3/16/2012
Invesco Small Cap Growth Fund Class A
GTSAX
was added by kalpenshah
3/16/2012
HighMark Value Fund Fiduciary Class
HMVMX
was added by kalpenshah
3/16/2012
Franklin Small-Mid Cap Growth Fund Class A
FRSGX
was added by kalpenshah
3/16/2012
MFS Growth Fund Class A
MFEGX
was added by kalpenshah
3/16/2012
HighMark Large Cap Growth Fund Fiduciary Class
HMGRX
was added by kalpenshah
3/16/2012
Vanguard 500 Index Fund Investor Class
VFINX
was added by kalpenshah
3/16/2012
T. Rowe Price Real Estate Adv
PAREX
was added by kalpenshah
3/16/2012
US Cash / Money Market
USCASH
was added by kalpenshah
3/16/2012
Remove
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