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

Audatex Holdings, Inc. Retirement Savings 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     
Schwab Target 2025 FundSWHRXCU.S. All Cap11fund risk0.74%
Schwab Target 2030 FundSWDRXCU.S. All Cap13fund risk0.77%
Schwab Target 2035 FundSWIRXCU.S. All Cap15fund risk0.82%
Schwab Target 2040 FundSWERXCU.S. All Cap16fund risk0.84%
Schwab Target 2045 FundSWMRXCU.S. All Cap17fund risk0.48%
Schwab Target 2050 FundSWNRXCU.S. All Cap18fund risk0.52%
Schwab S&P 500 Index FundSWPPXCU.S. Large Cap21fund risk0.09%
Schwab Target Retirement Income FundCU.S. All Cap7fund risk0.55%
Schwab Target 2015 FundSWGRXCU.S. All Cap8fund risk0%
Schwab Target 2020 FundSWCRXCU.S. All Cap8fund risk0.68%
U.S. Equities - Growth     
Vanguard Mid-Cap Growth Fund Investor SharesVMGRXB--U.S. Mid Cap - Growth25fund risk0.51%
Harbor Capital Appreciation Fund Investor ClassHCAIXF--U.S. Large Cap - Growth28fund risk1.02%
U.S. Equities - Value     
DFA U.S. Large Cap Value Portfolio Institutional ClassDFLVXB++U.S. All Cap - Value26fund risk0.27%
Dreyfus Mid Cap Index Fund Investor SharesPESPXB++U.S. Mid Cap - Value27fund risk0.5%
DFA U.S. Small Cap Portfolio Institutional ClassDFSTXB++U.S. Small Cap - Value31fund risk0.37%
DFA U.S. Targeted Value Portfolio Institutional ClassDFFVXA++U.S. Small Cap - Value36fund risk0.37%
Global & Intl. Equity     
DFA Large Cap International Portfolio Institutional ClassDFALXBInternational Large Cap19fund risk0.29%
DFA Emerging Markets Portfolio Institutional ClassDFEMXA++Emerging Markets19fund risk0.57%
Vanguard International Growth Fund Admiral SharesVWILXA++Emerging Markets23fund risk0.35%
Dodge & Cox International Stock FundDODFXB+International Large Cap - Value24fund risk0.64%
Morley Stable ValueCU.S. Cash / Money Market0fund risk0%
Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral SharesVTAPXB+U.S. Treasury - TIPS2fund risk0.1%
Dodge & Cox Income FundDODIXB-Bond - U.S. Corporate3fund risk0.43%
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