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

Kpff, Inc. 401(K) 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     
American Funds 2025 Target Date Retirement Fund Class R-6RFDTXCU.S. Large Cap10fund risk0%
American Funds American Balanced Fund Class R-6RLBGXCU.S. Large Cap12fund risk0.29%
American Funds 2030 Target Date Retirement Fund Class R-6RFETXCU.S. Large Cap12fund risk0%
American Funds 2035 Target Date Retirement Fund Class R-6RFFTXBU.S. Large Cap15fund risk0%
American Funds 2040 Target Date Retirement Fund Class R-6RFGTXBU.S. Large Cap16fund risk0%
American Funds 2045 Target Date Retirement Fund Class R-6RFHTXBU.S. Large Cap16fund risk0%
American Funds 2050 Target Date Retirement Fund Class R-6RFITXBU.S. Large Cap17fund risk0%
American Funds 2055 Target Date Retirement Fund Class R-6RFKTXBU.S. Large Cap17fund risk0%
American Funds Fundamental Investors Class R-6RFNGXCU.S. Large Cap19fund risk0.31%
Franklin Rising Dividends Fund Class RFRDRXDU.S. All Cap20fund risk1.18%
Vanguard 500 Index Fund Admiral ClassVFIAXCU.S. Large Cap21fund risk0.05%
MFS Blended Research Core Equity Fund Class R3MUETXCU.S. Large Cap21fund risk0.86%
Vanguard Mid-Cap Index Fund Investor SharesVIMSXD++U.S. Mid Cap23fund risk0.24%
Vanguard Small Capitalization Index Fund Investor SharesNAESXC++U.S. Small Cap27fund risk0.24%
American Funds 2010 Target Date Retirement Fund Class R-6RFTTXCU.S. All Cap8fund risk0%
American Funds 2015 Target Date Retirement Fund Class R-6RFJTXCU.S. All Cap9fund risk0%
American Funds 2020 Target Date Retirement Fund Class R-6RRCTXCU.S. All Cap9fund risk0%
U.S. Equities - Growth     
American Funds SMALLCAP World Fund Class R-6RLLGXA--U.S. Mid Cap - Growth20fund risk0.72%
American Funds The New Economy Fund Class R-6RNGGXA--U.S. All Cap - Growth20fund risk0.48%
American Funds New Perspective Fund Class R-6RNPGXA--U.S. All Cap - Growth20fund risk0.45%
American Funds The Growth Fund of America Class R-6RGAGXA--U.S. All Cap - Growth22fund risk0.34%
T. Rowe Price Growth Stock FundPRGFXB--U.S. Large Cap - Growth24fund risk0.69%
MFS New Discovery Fund Class AMNDAXB+U.S. Small Cap - Growth25fund risk1.31%
Janus Triton Fund Class NJGMNXC+U.S. Small Cap - Growth25fund risk0.68%
U.S. Equities - Value     
American Funds Capital Income Builder Class R-6RIRGXC+U.S. Mega Cap - Value13fund risk0.3%
Vanguard Windsor II Fund Admiral SharesVWNAXA++U.S. Large Cap - Value22fund risk0.28%
Global & Intl. Equity     
American Funds EuroPacific Growth Fund Class R-6RERGXA-International Large Cap - Growth19fund risk0.49%
Oppenheimer Developing Markets Fund Class IODVIXD++Emerging Markets20fund risk0.87%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
PIMCO Total Return Fund Class APTTAXB-Bond - Multi Sector3fund risk0.85%
American Funds The Bond Fund of America Class R-6RBFGXB-Bond - Multi Sector3fund risk0.26%
Voya Intermediate Bond Fund Class IIICIXA-Bond - Multi Sector3fund risk0.33%
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