401K Equity Investments
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Created by Nick G.
DESCRIPTION:

Date updated:09-06-2008

There is 1 stock and 74 equity & bond funds to choose from in this 401 K plan! 57 of them have symbols. Listed in this portfolio are the equity funds that have symbols. See the list of Bond funds in the portfolio 401K Bond Investments. The YTD Return is the combined price appreciation and dividend payout. Information in the plan is typically updated quarterly. But as relevent info becomes available I will update it here.

Some of the "Hated" are not. That was the only room left to list all symbols.

These are fund names that I am searching for info on:
Lazard Emerging Markets
YTD Return (06/30/2007) 16.89%.

Combined into 1 fund called International Stock Fund (YTD Return (06/30/2007) 10.25%) are
MCM INTERNATIONAL STOCK FUND
&
DELAWARE INTERNATIONAL STOCKFD

symbol name last price % change open
  • +
  • RGAFX
    American Fds Grow
  • $26.32
  • +0.19%
  • $N/A

American Funds® Growth Fund of America® Class R5 YTD Return (10/02/2007) 15.4% Top Ten Holdings as of 03/31/2007 Microsoft Corporation Google, Inc. Roche Holding Schlumberger, Ltd. Oracle Corporation Lowe's Companies Inc. Target Corporation Altria Group, Inc. Fannie Mae General Electric Company 18.17% of the portfolio

People owning RGAFX also tend to own: ACVIXALVSXDODBXFLMVXMPEGXNAESXSDIEX

TheStreet.com Rating: No Rating What is this?

  • +
  • BLUEX
    Brandywine Blue F
  • $20.62
  • +0.49%
  • $N/A

Brandywine Blue YTD Return (10/02/2007) 21.67% Top Ten Holdings as of 03/31/2007 Oracle Corporation Baxter International Inc. Comcast Corporation A Yahoo, Inc. Cisco Systems, Inc. Cooper Cameron Corporation Lyondell Chemical Company Rockwell Collins, Inc. Precision Castparts Corp. Apple, Inc. 40.17% of the portfolio

People owning BLUEX also tend to own: AAPLAAVBWTRCOPDODFXIGTKEF

TheStreet.com Rating: No Rating What is this?

  • +
  • PAPIX
    Allianz Ccm Capit
  • $14.14
  • +0.07%
  • $N/A

Allianz CCM Capital Apprec Instl CL YTD Return (10/02/2007) 17.66% Top Ten Holdings as of 04/30/2007 Cisco Systems, Inc. Microsoft Corporation Apple, Inc. Corning Inc. Hewlett-Packard Company Schering-Plough Corporation Cooper Industries, Ltd. Lam Research Corporation Becton, Dickinson and Company Baxter International Inc. 15.43% of the portfolio

People owning PAPIX also tend to own: ACIIXACVIXASCQXBLUEXCEYIXDODGXDPIEX

TheStreet.com Rating: No Rating What is this?

  • +
  • PRGFX
    T. Rowe Price Gro
  • $26.07
  • +0.54%
  • $N/A

T. Rowe Price Growth Stock YTD Return (10/02/2007) 13.72% Top Ten Holdings as of 03/31/2007 General Electric Company CVS Caremark Corporation UBS Google, Inc. Microsoft Corporation UnitedHealth Group, Inc. Schlumberger, Ltd. Accenture, Ltd. American International Group WellPoint, Inc. 20.62% of the portfolio

People owning PRGFX also tend to own: IBMRSVAXPRSCXPVISXSOPFXVGHCXGSMCX

TheStreet.com Rating: No Rating What is this?

  • +
  • TGCEX
    Tcw Select Equity
  • $14.00
  • +0.43%
  • $N/A

TCW Select Equities CL I YTD Return (10/02/2007) 15.60% Top Ten Holdings as of 05/31/2007 Amazon.com, Inc. Schlumberger, Ltd. Qualcomm, Inc. Google, Inc. Progressive Corporation Network Appliance, Inc. Salesforce.com, Inc. Countrywide Financial Corporation Autodesk, Inc. eBay, Inc. 62.88% of the portfolio

People owning TGCEX also tend to own: FBRVXFDIVXACIIXACVIXASCQXBLUEXCEYIX

TheStreet.com Rating: No Rating What is this?

  • +
  • FCNTX
    Fidelity Contra F
  • $55.78
  • +0.32%
  • $N/A

Fidelity Contrafund YTD Return (10/02/2007) 18.28% Top Ten Holdings as of 06/30/2007 GOOGLE INC A HEWLETT-PACKARD CO EXXON MOBIL CORP APPLE INC BERKSHIRE HATHAWAY INC CL A AMERICA MOVIL SPON ADR SER L AT&T INC PROCTER & GAMBLE CO GENENTECH INC SCHLUMBERGER LTD 24.60% of the portfolio

People owning FCNTX also tend to own: IGRJAIGXMEIAXNBRFXPEOPXRELEXREMEX

TheStreet.com Rating: No Rating What is this?

  • +
  • FDGRX
    Fidelity Growth C
  • $64.72
  • +0.45%
  • $N/A

Fidelity Growth Company Fund YTD Return (10/02/2007) 20.81% Top Ten Holdings as of 06/30/2007 GOOGLE INC A NINTENDO CO LTD CELGENE CORP ELAN CORP PLC ADR MONSANTO CO NEW APPLE INC WAL MART STORES INC AMERIPRISE FINANCIAL INC GENERAL ELECTRIC CO SALESFORCE.COM INC 30.40% of the portfolio

People owning FDGRX also tend to own: BACDBCFDVIXFDVLXFEQTXFIVLXFLPSX

TheStreet.com Rating: No Rating What is this?

  • +
  • VIGIX
    Vanguard Index Tr
  • $25.96
  • +0.35%
  • $N/A

Vanguard Growth Index Fund Institutional Class YTD Return (08/03/2007) 13.97% Top Ten Holdings as of 03/31/2007 Microsoft Corporation Procter & Gamble Company Johnson & Johnson Cisco Systems, Inc. Wal-Mart Stores, Inc. Intel Corporation PepsiCo, Inc. Google, Inc. IBM Schlumberger, Ltd. 20.29% of the portfolio

People owning VIGIX also tend to own: TFEQXVSIIXACIIXACVIXASCQXBLUEXCEYIX

TheStreet.com Rating: No Rating What is this?

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Start Price

Return Value

Start Date
RGAFX 36.20 -27.29% Aug 9th
BLUEX 36.73 -43.86% Aug 9th
PAPIX 21.72 -34.90% Aug 9th
PRGFX 34.53 -24.50% Aug 9th
TGCEX 20.80 -32.69% Aug 9th
FCNTX 71.57 -22.06% Aug 9th
FDGRX 78.86 -17.93% Aug 9th
VIGIX 32.34 -19.73% Aug 9th
GTVVX 39.33 -50.19% Aug 9th
CEYIX 41.53 -24.54% Aug 9th
VIIIX 137.11 -28.44% Aug 9th
DODGX 157.73 -41.32% Aug 9th
MPVLX 18.49 -29.80% Aug 9th
VWNEX 65.33 -41.01% Aug 9th
FMCSX 31.32 -30.33% Aug 9th
PMGIX 29.06 -35.55% Aug 9th
LMNSX 51.22 -37.56% Aug 9th
TGVOX 23.95 -39.50% Aug 9th
VSEQX 24.14 -40.56% Aug 9th
VMCIX 21.44 -28.08% Aug 9th
ACIIX 8.92 -28.70% Aug 9th
MERFX 16.20 -5.19% Aug 9th
LLPFX 37.51 -39.08% Aug 9th
FLPSX 45.67 -33.17% Aug 9th
VSGIX 20.40 -22.99% Aug 9th
GSMCX 40.91 -32.39% Aug 9th
PENNX 12.34 -27.55% Aug 9th
MALOX 19.68 -9.65% Aug 9th
ACVIX 9.98 -31.46% Aug 9th
RPFXX 5.26% ------ Aug 9th
DPIEX 25.42 -47.95% Aug 9th
RERFX 52.48 -27.52% Aug 9th
MSISX 24.48 -49.88% Aug 9th
VTRIX 45.05 -31.59% Aug 9th
FPURX 20.67 -24.38% Aug 9th
ASCQX 9.66 -40.68% Aug 9th
VCVSX 14.43 -16.84% Aug 9th
FRIAX 2.69 -27.14% Aug 9th
TGADX 26.75 -38.95% Aug 9th

Average return:

 -30.09%

Success rate:

 0%

Deleted Stocks:
GOLDX 26.22 +27.99% Sep 28th

Hated Stocks:
MAGCX 29.63 -36.69% Sep 28th
GSSIX 46.35 -33.98% Aug 9th
VSIIX 16.75 -26.21% Aug 9th
LMNVX 80.52 -48.93% Aug 9th
SSGAX 11.16 -19.18% Sep 6th

Deleted Hate Stocks:
REAIX 27.92 -23.75% Aug 9th

Tracking Started: 08-09-2007

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