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

Schneider Electric 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     
Vanguard Target Retirement 2040 Fund Investor SharesVFORXCU.S. All Cap12fund risk0.19%
Vanguard Target Retirement 2055 Fund Investor SharesVFFVXCU.S. All Cap12fund risk0.19%
Vanguard Target Retirement 2045 Fund Investor SharesVTIVXCU.S. All Cap12fund risk0.19%
Vanguard Target Retirement 2050 Fund Investor SharesVFIFXCU.S. All Cap12fund risk0.19%
Vanguard Target Retirement 2060 Fund Investor SharesVTTSXCU.S. All Cap12fund risk0.18%
Vanguard Institutional Index Fund Institutional Plus SharesVIIIXCU.S. Large Cap15fund risk0.02%
Eaton Vance Small-Cap Fund Class IEISGXA--U.S. Small Cap16fund risk1.12%
Vanguard Extended Market Index Fund Institutional SharesVIEIXA--U.S. Small Cap17fund risk0.08%
U.S. Equities - Growth     
Fidelity Contrafund FundFCNTXDU.S. Large Cap - Growth19fund risk0.66%
Oppenheimer Global Opportunities Fund Class YOGIYXF++U.S. Mid Cap - Growth21fund risk0.95%
U.S. Equities - Value     
Diamond Hill Large Cap Fund Class ADHLAXBU.S. All Cap - Value15fund risk1.06%
DFA U.S. Targeted Value Portfolio Institutional ClassDFFVXD--U.S. Small Cap - Value18fund risk0.37%
Global & Intl. Equity     
Templeton Institutional Fund International Equity Series Primary SharesTFEQXF-Europe13fund risk0.79%
Vanguard Total International Stock Index Fund Institutional SharesVTSNXDInternational Large Cap - Growth13fund risk0.12%
American Funds EuroPacific Growth Fund Class R-6RERGXCInternational Large Cap - Growth14fund risk0.49%
Vanguard Emerging Markets Stock Index Fund Admiral SharesVEMAXB-Emerging Markets16fund risk0.15%
Aberdeen Emerging Markets Fund Institutional ClassABEMXA-Emerging Markets17fund risk1.1%
US Cash / Money MarketUSCASHC+U.S. Cash / Money Market0fund risk0%
Vanguard Total Bond Market Index Fund Institutional Plus SharesVBMPXB++U.S. Treasury - Intermediate3fund risk0.05%
PIMCO Total Return Fund Institutional ClassPTTRXB++Bond - Multi Sector3fund risk0.46%
Loomis Sayles Global Bond Fund Institutional ClassLSGBXB++U.S. Treasury - TIPS3fund risk0.75%
BlackRock Inflation Protected Bond Fund Class KBPLBX Other0fund risk0.32%
Laudus Mondrian Emerging Markets Fund Institutional Class InstitutionalLEMNX Other0fund risk1.45%
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