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

Johns Hopkins Health System Corporation 403(B) 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     
Calvert Equity Portfolio Class ACSIEXFU.S. Large Cap20fund risk1.2%
Deutsche Equity 500 Index Fund Class SBTIEXCU.S. Large Cap21fund risk0.25%
U.S. Equities - Growth     
Wells Fargo Growth Fund - Class InstSGRNXC--U.S. All Cap - Growth27fund risk0.75%
Wells Fargo Emerging Growth Fund - Class AdminWFGDXB+U.S. Small Cap - Growth29fund risk1.2%
Morgan Stanley Institutional Fund Trust Mid Cap Growth Portfolio Class IMPEGXA--U.S. Mid Cap - Growth36fund risk0.7%
U.S. Equities - Value     
Invesco Equity and Income Fund Class AACEIXB++U.S. All Cap - Value18fund risk0.78%
JPMorgan Equity Income Fund Select ClassHLIEXC+U.S. Mega Cap - Value21fund risk0.78%
Goldman Sachs Mid Cap Value Fund Class AGCMAXC++U.S. Mid Cap - Value26fund risk1.14%
Columbia Mid Cap Index Fund Class ZNMPAXB++U.S. Mid Cap - Value28fund risk0.2%
Perkins Small Cap Value Fund Class TJSCVXF++U.S. Small Cap - Value30fund risk0.83%
Columbia Small Cap Index Fund Class ZNMSCXC++U.S. Small Cap - Value33fund risk0.2%
Global & Intl. Equity     
American Funds EuroPacific Growth Fund Class AAEPGXA-International Large Cap - Growth19fund risk0.84%
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Vanguard Long-Term Treasury Fund Investor SharesVUSTXC--U.S. Treasury - Long13fund risk0.2%
Baird Aggregate Bond Fund Class InvestorBAGSXB-Bond - Multi Sector3fund risk0.55%
BlackRock Inflation Protected Bond Fund Institutional SharesBPRIXB+U.S. Treasury - TIPS4fund risk0.44%
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