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

Association of Corporate Counsel 401(k)

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     
American Funds Fundamental Investors Class R-3RFNCXCU.S. Large Cap15fund risk0.96%
SSgA S&P 500 Index Fund N ClassSVSPXCU.S. Large Cap15fund risk0.17%
Neuberger Berman Genesis Fund Trust ClassNBGEXD-U.S. Mid Cap17fund risk1.1%
U.S. Equities - Growth     
VY Oppenheimer Global Portfolio Class IIGMIXCU.S. All Cap - Growth17fund risk0.76%
Ivy Science and Technology Fund Class IISTIXBU.S. All Cap - Growth20fund risk0.99%
Alger SMid Cap Growth Fund Class AALMAXFU.S. Mid Cap - Growth21fund risk1.29%
U.S. Equities - Value     
American Century Small Cap Value Fund A ClassACSCXA--U.S. Small Cap - Value18fund risk1.47%
Prudential Jennison Natural Resources Fund Class APGNAXFU.S. All Cap - Value20fund risk1.17%
Nuveen Real Asset Income Fund Class INRIIXA-U.S. Mid Cap - Value5fund risk0.92%
Global & Intl. Equity     
Oppenheimer Developing Markets Fund Class YODVYXA--Emerging Markets13fund risk1.01%
Janus Overseas Fund Class IJIGFXAInternational Large Cap13fund risk0.54%
US Cash / Money MarketUSCASHC+U.S. Cash / Money Market0fund risk0%
Loomis Sayles Bond Fund Institutional ClassLSBDXC++Bond - U.S. High Yield3fund risk0.63%
BlackRock Equity Dividend Fund Institutional SharesMADVX Other0fund risk0.72%
Transamerica Partners Mid Value FundDVMVX Other0fund risk0.7%
Morgan Stanley Focus Growth Fund Class InstitutionalAMODX Other0fund risk0.71%
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