v.2025-11-21
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401k

I recently made changes and the results do not make any sense to me. I need to start tracking what funds my money is going in too.

Funds

  1. SP 500 INDEX PL CL D
  2. SP GLB EXUS IDX CL D

SP GLB EXUS IDX CL D

  1. International
  2. I just switched to this so this make sense to me.
  3. 2 Shares. 357$
  4. Spartan Global ex US Index Pool Class D
  5. TSMC, Samsung, Akibaba

Questions

What's the full name, What's in it?

FT Behav SM-Cpeq IS

  1. FullerThaler Behavioral Small-Cap Equity Fund Institutional Shares.
  2. Small CAP.
  3. Many shares. As I understand it $ has stopped flowing in to this guy. But it's still there.
  4. When did it stop? Novemeber 2025.
  5. Fidelity Inv MM Government Instl, H&R Block Inc,Comfort Systems USA Inc

SP 500 INDEX PL CL D

  1. Large CAP
  2. Domestic
  3. I just switched to this so this make sense to me.
  4. 1 Shares. 357$
  5. Spartan 500 Index Pool Class D
  6. Nvidia, Appl, AMazon, MS, Amazon, Brodcom, meta, teasla, etc.

MFS Growth R6

  1. I had 364 Shares as of 2024-12-31.
  2. Dropped to zero. This year Why?
  3. Did it expire?

Large CAP Grth II R1

  1. I had 0 Shares as of 2024-12-31.
  2. then 4600. Why?
  3. Did R6 Get Moved Here? Why?
  4. Large Cap Growth Fund II Fee Class R1
  5. The Fund invests in the JPMCB Large Cap Growth Fund, a commingled pension trust fund maintained by JPMorgan Chase Bank, N.A (the "Underlying Fund").
  6. JPMCB Large Cap Growth-Investment Class