Marcus Simon
Marcus Simon has served in the House of Delegates since 2014.
Democrat
Democrat
Currently represents House of Delegates District 13
Conflicts of Interest Disclosure : Securities, Mutual Funds, Investments
Marcus Simon reported the following investments:
| Investment | Type | Value |
|---|---|---|
| Paychex Inc | Stock | $50,001 - $250,000 |
| AMCAP Fund | Mutual Fund | $5,001 to $50,000 |
| American Balance Fund CLBEX | Mutual Fund | More than $250,000 |
| Bond Fund of America - ABNDX | Mutual Fund | $5,001 to $50,000 |
| Bond Fund of America (CAFEX) | Mutual Fund | $50,001 - $250,000 |
| Calvert Small Cap Fund I (CSVIX) | Mutual Fund | $5,001 to $50,000 |
| Clearbridge Midcap COR I (SMBYX) | Mutual Fund | $50,001 - $250,000 |
| Cohen and Steers Realty Income Fund Institutional CL | Mutual Fund | $5,001 to $50,000 |
| Emergeing Markets AMKIX | Mutual Fund | $5,001 to $50,000 |
| Europacific Growth Fund - AEPGX | Mutual Fund | $5,001 to $50,000 |
| Europacific Growth Fund - CEUEX | Mutual Fund | $5,001 to $50,000 |
| Growth Fund of America - AGTHX | Mutual Fund | $5,001 to $50,000 |
| Growth Fund of America - CGFEX | Mutual Fund | $5,001 to $50,000 |
| Hartford SCHRDRS INTL STOCK FD-1 SCIEX | Mutual Fund | $50,001 - $250,000 |
| Investment Company of America - A AIVSX | Mutual Fund | $5,001 to $50,000 |
| IShares Gold TR | Mutual Fund | $5,001 to $50,000 |
| I Shares (IAU) | Mutual Fund | $5,001 to $50,000 |
| I Shares IJH | Mutual Fund | $5,001 to $50,000 |
| IShares IJH (Marcus) | Mutual Fund | $5,001 to $50,000 |
| Ishares Inc ESG AWR MSCI EM (ESGE) | Mutual Fund | $5,001 to $50,000 |
| iShares Inc MSCI Eurozone ETF | Mutual Fund | $5,001 to $50,000 |
| IShares (IUSB) | Mutual Fund | $50,001 - $250,000 |
| I Shares LQD | Mutual Fund | $5,001 to $50,000 |
| iShares TP Core S&P small cap | Mutual Fund | $5,001 to $50,000 |
| I Shares TR Core Small Cap (IJR) | Mutual Fund | $5,001 to $50,000 |
| iShares TR Core S&P Mid CapnETF | Mutual Fund | $5,001 to $50,000 |
| iShares TR Core Total USD BD MKT ETF | Mutual Fund | $5,001 to $50,000 |
| ishares TR ESG AWARE MSCI (ESML) | Mutual Fund | $5,001 to $50,000 |
| Ishares TR ESG AWR MSCI EAFE (ESGD) | Mutual Fund | $50,001 - $250,000 |
| Ishares TR ESG AWR MSCI USA (ESGU) | Mutual Fund | $50,001 - $250,000 |
| ishares tr esg awr us agrgt (eagg) | Mutual Fund | $50,001 - $250,000 |
| Ishares TR MSCI USA Value Factor ETF | Mutual Fund | $5,001 to $50,000 |
| IShares TR MSCi USA Value Factor ETF (VLUE) | Mutual Fund | $5,001 to $50,000 |
| PARNASSUS CORE EQUITY FUND INSTITUTIONAL CLASS | Mutual Fund | $50,001 - $250,000 |
| PIMCO TOTAL RESTURN ESGI-2 (PRAPX) | Mutual Fund | $50,001 - $250,000 |
| Principal Lifetime Hybrid 2035 CIT | Mutual Fund | $5,001 to $50,000 |
| Principal LIV Lifetime 2035 R3 Fund | Mutual Fund | More than $250,000 |
| Putnam Investor Fund A - PNOPX | Mutual Fund | $5,001 to $50,000 |
| Putnam Mulitcap Growth FUnd | Mutual Fund | $5,001 to $50,000 |
| Putnam Multicap Core Fund Class PMYAX | Mutual Fund | $5,001 to $50,000 |
| Putnam Sustainable Leaders Fund Class A (PNOPX) | Mutual Fund | $5,001 to $50,000 |
| The Income Fund of America (CIMEX) | Mutual Fund | $5,001 to $50,000 |
| TIAA Cref CORE IMPACT BOND FUND ADVISOR CLASS TSBHX | Mutual Fund | $50,001 - $250,000 |
| US Government Securities Fund AMUSX | Mutual Fund | $5,001 to $50,000 |
| Washington Mutual Investors Fund | Mutual Fund | $50,001 - $250,000 |
| Washington Mutual Investors Fund AWSHX | Mutual Fund | $5,001 to $50,000 |
| Washington Mutual Investors Fund - CWMEX | Mutual Fund | $50,001 - $250,000 |