Return % YTD for manually entered 401-k data does not display in YTD column.
newbee
Member ✭
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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Best Answer
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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
- Ticker Symbol: LSVEX – Institutional share class or LVAEX – Investor share class
- Ticker Symbol: FLPSX
- Ticker Symbol: SPLG
- Ticker Symbol: PBOMX
I hope this information is helpful and please let us know if there are further questions/concerns.
Thank you,
Sarah5
Answers
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What 401k funds do you hold at Fidelity NetBenefits?Because, all Fidelity funds have ticker symbols.
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0 -
Funds include ssga reit index,LSV large cap value, Fidelity low Priced Stock Pool Class 3, SSGA Large Cap Index, Pimco Core Plus Bond0
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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
- Ticker Symbol: LSVEX – Institutional share class or LVAEX – Investor share class
- Ticker Symbol: FLPSX
- Ticker Symbol: SPLG
- Ticker Symbol: PBOMX
I hope this information is helpful and please let us know if there are further questions/concerns.
Thank you,
Sarah5 -
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!0
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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.
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0
This discussion has been closed.