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401k, 403b plan

University of California 403(b) Retirement Program

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Plan was created by danieltki on 10/4/2013.
Number of Followers: 5


COMMENTS plan comments help
comment plan bmurphy 4/23/2019 11:49:09 AM
Updated the plan using very close proxies for each investment option in the plan. Proxies used are as follows: ssfox, ssbhx, ssbox, ssbsx, ssbyx, ssckx, sscqx, ssdex, ssdlx, ssdqx, ssdyx, ssfox, vbtix, vtip, tip, iwv, fgckx, iwm, acwx, fdikx, eem, vnq, vftnx.

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TRANSACTIONS investment options help
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NameTickerActionDate 
Fidelity Contrafund Fund Class KFCNKXwas removed by bmurphy4/23/2019
Fidelity Contrafund Fund Class KFCNKXwas added by bmurphy4/23/2019
UC Pathway Income Fund was added by bmurphy4/23/2019Remove
UC Pathway Fund 2060was added by bmurphy4/23/2019Remove
UC Pathway Fund 2055was added by bmurphy4/23/2019Remove
UC Pathway Fund 2050was added by bmurphy4/23/2019Remove
US Pathway Fund 2045was added by bmurphy4/23/2019Remove
UC Pathway Fund 2040was added by bmurphy4/23/2019Remove
UC Pathway Fund 2035was added by bmurphy4/23/2019Remove
UC Pathway Fund 2030was added by bmurphy4/23/2019Remove
UC Pathway Fund 2025was added by bmurphy4/23/2019Remove
UC Pathway Fund 2020was added by bmurphy4/23/2019Remove
UC Pathway Fund 2015was added by bmurphy4/23/2019Remove
UC Social Equity Fundwas added by bmurphy4/23/2019Remove
UC Real Estate Fundwas added by bmurphy4/23/2019Remove
UC Emerging Markets Equity Fundwas added by bmurphy4/23/2019Remove
UC Diversified International Fundwas added by bmurphy4/23/2019Remove
UC International Equity Index Fundwas added by bmurphy4/23/2019Remove
UC Domestic Small Cap Equity Fundwas added by bmurphy4/23/2019Remove
UC Growth Company Fundwas added by bmurphy4/23/2019Remove
UC Domestic Equity Index Fundwas added by bmurphy4/23/2019Remove
UC TIPS Fundwas added by bmurphy4/23/2019Remove
UC Short Term TIPS Fundwas added by bmurphy4/23/2019Remove
UC Savings Fundwas added by bmurphy4/23/2019Remove
UC Savings Fundwas removed by bmurphy4/23/2019Remove
UC Bond Fundwas added by bmurphy4/23/2019Remove
Consolidated Edison, Inc.EDwas removed by bmurphy4/23/2019
Direxion Shares Exchange Traded Fund TrustVSPYwas removed by bmurphy4/23/2019
SPDR S&P 500 ETF TrustSPYwas removed by bmurphy4/23/2019
Vanguard Energy ETFVDEwas removed by bmurphy4/23/2019
Vanguard Energy ETFVDEwas added by danieltki10/4/2013
UC Savings Fundwas added by danieltki10/4/2013Remove
Consolidated Edison, Inc.EDwas added by danieltki10/4/2013
Direxion Shares Exchange Traded Fund TrustVSPYwas added by danieltki10/4/2013
SPDR S&P 500 ETF TrustSPYwas added by danieltki10/4/2013
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