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

Berliner and Associates Architecture, Inc. 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 - Growth     
American Funds New Perspective Fund Class R-3RNPCXD++U.S. Large Cap - Growth12fund risk1.11%
American Funds The Growth Fund of America Class R-3RGACXD+U.S. All Cap - Growth13fund risk0.98%
Hartford Growth Opportunities HLS Fund Class IBHBGOXD-U.S. Mid Cap - Growth15fund risk0.9%
Global & Intl. Equity     
Invesco European Growth Fund Class AAEDAXB-Europe10fund risk1.39%
Pioneer Strategic Income Fund Class APSRAXB++Bond - U.S. Corporate2fund risk1.02%
Hartford Total Return Bond HLS Fund Class IBHBNBXB++U.S. Treasury - Intermediate3fund risk0.75%
Goldman Sachs Government Income Fund Class A SharesGSGOXC++U.S. Treasury - Intermediate3fund risk0.92%
PIMCO Total Return Fund Class APTTAXC++U.S. Treasury - Intermediate4fund risk0.85%
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