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

Icma Retirement Corporation Retirement Savings 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     
Parnassus Core Equity Fund - Investor SharesPRBLXCU.S. Large Cap12fund risk0.87%
Oppenheimer Main Street Fund Class YMIGYXCU.S. Large Cap16fund risk0.61%
U.S. Equities - Growth     
AMG TimesSquare Mid Cap Growth Fund Class STMDPXB-U.S. Mid Cap - Growth14fund risk1.24%
Fidelity Contrafund FundFCNTXDU.S. Large Cap - Growth14fund risk0.66%
T. Rowe Price Growth Stock Fund Advisor ClassTRSAXFU.S. Large Cap - Growth15fund risk0.93%
Harbor Mid Cap Growth Fund Administrative ClassHRMGXD-U.S. Mid Cap - Growth18fund risk1.09%
Oppenheimer Discovery Fund Class YODIYXD-U.S. Mid Cap - Growth18fund risk0.91%
Fidelity Puritan FundFPURXCU.S. All Cap - Growth9fund risk0.57%
U.S. Equities - Value     
Invesco Diversified Dividend Fund Class YLCEYXBU.S. Large Cap - Value10fund risk0.61%
Goldman Sachs Mid Cap Value Fund Class AGCMAXB-U.S. Mid Cap - Value11fund risk1.14%
AllianzGI NFJ Dividend Value Fund Administrative ClassANDAXCU.S. Large Cap - Value12fund risk0.95%
Specialty     
Fidelity Investments Money Market Funds Government Portfolio Class IIIFCGXXC+U.S. Real Estate0fund risk0%
Nuveen Real Estate Securities Fund Class IFARCXD+U.S. Real Estate12fund risk1%
Global & Intl. Equity     
Harbor International Fund Administrative ClassHRINXAEurope10fund risk0.99%
Fidelity Diversified International FundFDIVXAInternational Large Cap - Growth11fund risk0.92%
Bonds     
US Cash / Money MarketUSCASHC+U.S. Cash / Money Market0fund risk0%
PIMCO High Yield Fund Administrative ClassPHYAXC++Bond - U.S. High Yield3fund risk0.8%
Western Asset Core Plus Bond Fund Class IWACPXC++Bond - U.S. Corporate4fund risk0.51%
Other     
Vantagepoint 500 Stock Index IIVPSKX Other0fund risk0.21%
Vantagepoint Model Port All-Eq Gr Inv MVPAGX Other0fund risk0.17%
Vantagepoint Model Port Cnsrv Gr Inv MVPCGX Other0fund risk0.24%
Vantagepoint Growth InvestorVPGRX Other0fund risk0.77%
Vantagepoint Model Port Long-Tm Gr Inv MVPLGX Other0fund risk0.16%
Vantagepoint Mid/Small Company Index IIVPMSX Other0fund risk0.21%
Vantagepoint Overseas Equity Index IIVPOEX Other0fund risk0.34%
Vantagepoint Model Port Tradtnl Gr Inv MVPTGX Other0fund risk0.18%
Vantagepoint Discovery InvestorVPDSX Other0fund risk0.97%
Vantagepoint Milestone 2035 Inv MVPRLX Other0fund risk0.29%
Vantagepoint Milestone 2025 Inv MVPRNX Other0fund risk0.26%
Vantagepoint Milestone 2015 Inv MVPRPX Other0fund risk0.26%
Vantagepoint Milestone Retire Inc Inv MVPRRX Other0fund risk0.3%
Vantagepoint Aggressive Opp InvVPAOX Other0fund risk0.82%
Vantagepoint Broad Market Index IIVPBMX Other0fund risk0.2%
Vantagepoint Equity Income InvestorVPEIX Other0fund risk0.81%
Vantagepoint Growth & Income InvestorVPGIX Other0fund risk0.78%
Vantagepoint International InvestorVPINX Other0fund risk0.97%
Vantagepoint Milestone 2040 Inv MVPRKX Other0fund risk0.28%
Vantagepoint Milestone 2030 Inv MVPRMX Other0fund risk0.27%
Vantagepoint Milestone 2020 Inv MVPROX Other0fund risk0.25%
Vantagepoint Milestone 2010 Inv MVPRQX Other0fund risk0.29%
Vantagepoint Select Value InvestorVPSVX Other0fund risk0.98%
Vantagepoint Milestone 2045 Inv MVPRJX Other0fund risk0.39%
Vantagepoint Milestone 2050 Inv MVPRHX Other0fund risk0.56%
Vantagepoint Core Bond Index Fund T SharesVQCIX Other0fund risk0.16%
Vantagepoint Inflation Focused Fund T SharesVQTSX Other0fund risk0.4%
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