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Bullish

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Plan was created by kevin.sullivan on 11/3/2021.
Number of Followers: 2


COMMENTS plan comments help
comment plan kevin.sullivan 11/3/2021 7:13:24 AM
Also has American Century TDFs 2025-2060

comment plan brian 11/3/2021 11:46:03 AM
Plan is correct based on company investment option list. Proxying American Century RD Hybrid TDFs with American Century One Choice TDFs. Missing Hybrid 2060. Using EFA to proxy BlackRock EAFE. Missing all 3 "Resources Diversified" CITs.

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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 
Wells Fargo Special Small Cap Value Fund - Class R6ESPRXwas added by brian11/3/2021Remove
T. Rowe Price Diversified Mid Cap Growth Fund I Classwas added by brian11/3/2021Remove
T. Rowe Price Blue Chip Growth ITBCIXwas added by brian11/3/2021Remove
Putnam Large Cap Value Fund Class R6was added by brian11/3/2021Remove
Putnam International Value Fund Cl R6was added by brian11/3/2021Remove
PIMCO Foreign Bond (U.S. Dollar-Hedged) Fund Institutional ClassPFORXwas added by brian11/3/2021Remove
PIMCO Income Fund Institutional ClassPIMIXwas added by brian11/3/2021Remove
Prudential Total Return Bond Fund Class QPTRQXwas added by brian11/3/2021Remove
MFS International Growth Fund Class R6MGRDXwas added by brian11/3/2021Remove
Great West Investments Fixed Accountwas added by brian11/3/2021Remove
BlackRock Russell 2000 Index Fund Cl Rwas added by brian11/3/2021Remove
BlackRock Mid Cap Equity Index Fund Cl Rwas added by brian11/3/2021Remove
BlackRock Equity Index Fund Cl Rwas added by brian11/3/2021Remove
BlackRock EAFE Equity Index Fund Cl Rwas added by brian11/3/2021Remove
American Century Rd Hybrid In Retirement Cl 1was added by brian11/3/2021Remove
American Century RD Hybrid 2055 Cl 1was added by brian11/3/2021Remove
American Century RD Hybrid 2050 Cl 1was added by brian11/3/2021Remove
American Century RD Hybrid 2045 Cl 1was added by brian11/3/2021Remove
American Century RD Hybrid 2040 Cl 1was added by brian11/3/2021Remove
American Century RD Hybrid 2035 Cl 1was added by brian11/3/2021Remove
American Century RD Hybrid 2030 Cl 1was added by brian11/3/2021Remove
American Century RD Hybrid 2030 Cl 1was removed by brian11/3/2021Remove
American Century RD Hybrid 2030 Cl 1was added by brian11/3/2021Remove
American Century RD Hybrid 2025 Cl 1was added by brian11/3/2021Remove
American Century Mid Cap Value Fund Institutional ClassAVUAXwas added by brian11/3/2021Remove
Amer Cent World Mut Shs -R6- Emerging Markets FundAEDMXwas added by brian11/3/2021Remove
Alger Small Cap Focus Fund Class IAOFIXwas added by brian11/3/2021Remove
American Century Mid Cap Value Fund R ClassAMVRXwas removed by kevin.sullivan11/3/2021
Amer Cent World Mut Shs -R6- Emerging Markets FundAEDMXwas removed by kevin.sullivan11/3/2021Remove
Alger Small Cap Focus Fund Class IAOFIXwas removed by kevin.sullivan11/3/2021Remove
Great West Investments Fixed Accountwas removed by kevin.sullivan11/3/2021Remove
MFS Global Real Estate Fund Class R6MGLRXwas added by kevin.sullivan11/3/2021Remove
American Century Mid Cap Value Fund R ClassAMVRXwas added by kevin.sullivan11/3/2021
Amer Cent World Mut Shs -R6- Emerging Markets FundAEDMXwas added by kevin.sullivan11/3/2021Remove
Alger Small Cap Focus Fund Class IAOFIXwas added by kevin.sullivan11/3/2021Remove
Great West Investments Fixed Accountwas added by kevin.sullivan11/3/2021Remove
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