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

Amerisourcebergen Employee Investment 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     
Fidelity Freedom 2020 Fund Class KFSNOXBU.S. All Cap10fund risk0%
Fidelity Freedom 2025 Fund Class KFSNPXCU.S. All Cap12fund risk0%
Fidelity Freedom 2030 Fund Class KFSNQXAU.S. All Cap13fund risk0%
Fidelity Freedom 2035 Fund Class KFSNUXAU.S. All Cap16fund risk0%
Fidelity Freedom 2045 Fund Class KFSNZXAU.S. All Cap17fund risk0%
Fidelity Freedom 2050 Fund Class KFNSBXAU.S. All Cap17fund risk0%
Fidelity Freedom 2060 Fund Class KFNSFXAU.S. All Cap17fund risk0%
Fidelity Freedom 2055 Fund Class KFNSDXAU.S. All Cap17fund risk0%
Fidelity Freedom 2040 Fund Class KFSNVXAU.S. All Cap17fund risk0%
Fidelity 500 IndexFXAIXDU.S. Large Cap21fund risk0.02%
JPMorgan U.S. Equity Fund Class R6JUEMXCU.S. Large Cap21fund risk0.54%
Janus Enterprise Fund Class NJDMNXD++U.S. Mid Cap23fund risk0.68%
Vanguard Mid-Cap Index Fund Institutional SharesVMCIXD++U.S. Mid Cap23fund risk0.08%
Vanguard Small-Cap Index Fund Institutional SharesVSCIXC++U.S. Small Cap27fund risk0.08%
Fidelity Freedom Income Class KFNSHXBU.S. All Cap4fund risk0%
Fidelity Freedom 2005 Fund Class KFSNJXBU.S. All Cap5fund risk0%
Fidelity Freedom 2010 Fund Class KFSNKXBU.S. All Cap7fund risk0%
Fidelity Freedom 2015 Fund Class KFSNLXBU.S. All Cap8fund risk0%
U.S. Equities - Growth     
Fidelity Growth Company Fund Class KFGCKXA--U.S. All Cap - Growth27fund risk0.71%
U.S. Equities - Value     
JPMorgan Equity Income Fund Class R6OIEJXC+U.S. Mega Cap - Value21fund risk0.53%
Wells Fargo Special Mid Cap Value Fund - Class R6WFPRXC++U.S. Mid Cap - Value26fund risk0.81%
AmerisourceBergen Corp.ABCB++U.S. Large Cap - Value30fund risk0%
Victory Sycamore Small Company Opportunity Fund Class IVSOIXF++U.S. Small Cap - Value32fund risk0.98%
Global & Intl. Equity     
Fidelity Global ex U.S. IndexFSGGXAInternational Large Cap18fund risk0.1%
American Funds EuroPacific Growth Fund Class R-6RERGXA-International Large Cap - Growth19fund risk0.49%
Bonds     
Fidelity Managed Income Portfolio II - Class IICU.S. Cash / Money Market0fund risk0%
Fidelity U.S. Bond IndexFXNAXC-Bond - Multi Sector3fund risk0.05%
Western Asset Core Plus Bond Fund Class ISWAPSXC-Bond - U.S. Corporate4fund 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