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Return % YTD for manually entered 401-k data does not display in YTD column.

newbee

These 401-k funds from Fidelity do not have ticker symbols. Other investments with symbols update and display normally. Is there an work around for this so that I can get an accurate YTD figure for my entire portfolio?

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Quicken Sarah

Hello @newbee

Thank you for taking the time to share the Fund names, although I apologize that you have not yet received a follow-up response.

If you are still needing assistance with the ticker symbols for the listed Funds, I did a little googling and was able to locate all of the ticker symbols, with the exception of the "Pimco Core Plus Bond" fund.

SSGA REIT Index: https://us.spdrs.com/en/etf/spdr-dow-jones-reit-etf-RWR

Ticker Symbol: RWR

LSV large cap value: https://www.lsvasset.com/us-large-cap/

Ticker Symbol: LSVEX – Institutional share class or LVAEX – Investor share class

Fidelity low Priced Stock Pool Class 3: https://fundresearch.fidelity.com/mutual-funds/summary/316345305

Ticker Symbol: FLPSX

SSGA Large Cap Index: https://us.spdrs.com/en/etf/spdr-portfolio-large-cap-etf-SPLG

Ticker Symbol: SPLG

Pimco Core Plus Bond - the closest Fund I could find is - https://www.morningstar.com/funds/xnas/pbomx/quote

Ticker Symbol: PBOMX

I was also able to locate a list of All PIMCO Funds, available here: http://quicktake.morningstar.com/fundfamily/pimco/0C00004ALK/fund-list.aspx

I hope this information is helpful and please let us know if there are further questions/concerns.

Thank you,

Sarah

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NotACPA

What 401k funds do you hold at Fidelity NetBenefits?

Because, all Fidelity funds have ticker symbols.

newbee

Funds include ssga reit index,LSV large cap value, Fidelity low Priced Stock Pool Class 3, SSGA Large Cap Index, Pimco Core Plus Bond

Quicken Sarah

Ticker Symbol: RWR

LSV large cap value: https://www.lsvasset.com/us-large-cap/

Ticker Symbol: LSVEX – Institutional share class or LVAEX – Investor share class

Fidelity low Priced Stock Pool Class 3: https://fundresearch.fidelity.com/mutual-funds/summary/316345305

Ticker Symbol: FLPSX

SSGA Large Cap Index: https://us.spdrs.com/en/etf/spdr-portfolio-large-cap-etf-SPLG

Ticker Symbol: SPLG

Pimco Core Plus Bond - the closest Fund I could find is - https://www.morningstar.com/funds/xnas/pbomx/quote

Ticker Symbol: PBOMX

newbee

Thank you so much for your response and research! I've copied your links for future research. An additional problem/question... in MS MONEY I was able to enter all buy/sell/ cap. gain/ dividends etc. in the transaction field, completely bypassing the cash transaction area.In quicken it seems that I am required to use boughtx/sellx etc. and proceeds are transferred to the cash area. I must then transfer to the transaction/investing area in order to 0 out the cash balance. This seems like a redundant step. Am I missing an easier way to do this? Any insight would be greatly appreciated!

NotACPA

@Quicken Sarah

re:Fidelity low Priced Stock Pool Class 3: https://fundresearch.fidelity.com/mutual-funds/summary/316345305

Ticker Symbol: FLPSX

The Stock Pool isn't the same as the Fidelity Low Priced Fund, whose symbol you've provided.

I don't believe that the Pool has an external (available to customers) ticker, and it's only available to Fidelity NetBenefit accounts, and the like.