Kivalia Investment Advice Platform Log In / Sign Up
401k, 403b plan

The Cargill Partnership Plan

Send me updates


Share this plan


PLAN FUNDS investment options ratings help
close help

Plan Funds

This section shows the list of assets (such as mutual funds) in the plan; these are the investment options available in this plan. This list was developed based on user input. The display of the asset list was organized based on asset category. You can click on the name or ticker symbol to view the details of that asset.
The table shows all the available investment options in the plan.

[Edit Plan Information]
NameTickerRatingBest Fit CategoryRisk (%)Fees
U.S. Equities - Blend     
Vanguard Target Retirement 2020 Fund Investor SharesVTWNXA--U.S. Mid Cap14fund risk0.17%
Vanguard Target Retirement 2025 Fund Investor SharesVTTVXA--U.S. Mid Cap16fund risk0.18%
Vanguard Target Retirement 2030 Fund Investor SharesVTHRXDU.S. All Cap19fund risk0.18%
Vanguard Target Retirement 2035 Fund Investor SharesVTTHXDU.S. All Cap21fund risk0.19%
Vanguard Target Retirement 2040 Fund Investor SharesVFORXDU.S. All Cap23fund risk0.19%
Vanguard Target Retirement 2055 Fund Investor SharesVFFVXFU.S. All Cap25fund risk0.19%
Vanguard Target Retirement 2060 Fund Investor SharesVTTSXFU.S. All Cap25fund risk0.18%
Vanguard Target Retirement 2050 Fund Investor SharesVFIFXFU.S. All Cap25fund risk0.19%
Vanguard Target Retirement 2045 Fund Investor SharesVTIVXFU.S. All Cap25fund risk0.19%
Vanguard PRIMECAP Fund Admiral SharesVPMAXD++U.S. Mega Cap30fund risk0.36%
Vanguard Institutional Total Stock Market Index Fund Institutional SharesVITNXDU.S. All Cap30fund risk0.04%
T. Rowe Price Small-Cap Stock FundOTCFXB--U.S. Small Cap30fund risk0.91%
Vanguard Windsor II Fund Admiral SharesVWNAXFU.S. All Cap31fund risk0.28%
Vanguard Target Retirement 2015 Fund Investor SharesVTXVXB--U.S. Mid Cap10fund risk0.17%
Global & Intl. Equity     
Vanguard Total International Stock Index Fund Investor SharesVGTSXC--Europe25fund risk0.22%
Vanguard Target Retirement Income Fund Investor SharesVTINXB--Europe8fund risk0.17%
Bonds     
US Cash / Money MarketUSCASHC+U.S. Cash / Money Market0fund risk0%
PIMCO Total Return Fund Institutional ClassPTTRXD++Bond - Multi Sector6fund risk0.46%
Other     
Vanguard Target Retirement 2010 Fund Investor SharesVTENX Other0fund risk0.17%
close help

Following Plans

Following a plan allows you to:
  • Access the plan directly from your profile page
  • Receive e-mail alerts when the plan is rebalanced, or changed
  • Make modifications and contribute to the plan information