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

Dimension Data North America 401K 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     
BlackRock LifePath Index 2040 Fund Investor A SharesLIKAXCU.S. All Cap11fund risk0.45%
BlackRock LifePath Index 2045 Fund Investor A SharesLIHAXCU.S. All Cap12fund risk0.44%
BlackRock LifePath Index 2050 Fund Investor A SharesLIPAXCU.S. All Cap13fund risk0.45%
BlackRock LifePath Index 2055 Fund Investor A SharesLIVAXCU.S. All Cap13fund risk0.44%
Vanguard 500 Index Fund Admiral ClassVFIAXCU.S. Large Cap15fund risk0.05%
Vanguard Mid-Cap Index Fund Admiral SharesVIMAXC-U.S. Mid Cap15fund risk0.09%
Vanguard Total Stock Market Index Fund Admiral SharesVTSAXCU.S. All Cap15fund risk0.05%
Vanguard Small-Cap Index Fund Admiral SharesVSMAXB--U.S. Small Cap17fund risk0.09%
BlackRock LifePath Index 2025 Fund Investor A SharesLILAXBU.S. All Cap7fund risk0.43%
BlackRock LifePath Index 2030 Fund Investor A SharesLINAXBU.S. All Cap8fund risk0.45%
BlackRock LifePath Index 2035 Fund Investor A SharesLIJAXBU.S. All Cap10fund risk0.44%
U.S. Equities - Growth     
T. Rowe Price Blue Chip Growth FundTRBCXF+U.S. Large Cap - Growth18fund risk0.74%
U.S. Equities - Value     
Goldman Sachs Small Cap Value Fund InstitutionalGSSIXC--U.S. Small Cap - Value17fund risk0.98%
John Hancock Funds Disciplined Value Fund Class IJVLIXFU.S. Mega Cap - Value18fund risk0.83%
First Eagle Global Fund Class ISGIIXBU.S. All Cap - Value9fund risk0.88%
Global & Intl. Equity     
TIAA-CREF International Equity Index Fund Institutional ClassTCIEXBInternational Large Cap12fund risk0.07%
DFA Emerging Markets Value Portfolio Class R2DFEPXF--Emerging Markets13fund risk0.82%
US Cash / Money MarketUSCASHC+U.S. Cash / Money Market0fund risk0%
Vanguard Total Bond Market Index Fund Admiral SharesVBTLXB++U.S. Treasury - Intermediate3fund risk0.08%
Templeton Global Bond Fund Advisor ClassTGBAXC++U.S. Treasury - Intermediate5fund risk0.61%
BlackRock LifePath Index 2020 Fund Investor A SharesLIQAX Other0fund risk0.44%
BlackRock LifePath Index Retirement Fund Investor A SharesLIRAX Other0fund risk0.43%
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