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

Lipman Hearne, Inc. Savings Plan & Trust

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     
American Funds 2025 Target Date Retirement Fund Class R-6RFDTXCU.S. Large Cap10fund risk0%
American Funds 2030 Target Date Retirement Fund Class R-6RFETXCU.S. Large Cap12fund risk0%
American Funds 2035 Target Date Retirement Fund Class R-6RFFTXBU.S. Large Cap15fund risk0%
American Funds 2040 Target Date Retirement Fund Class R-6RFGTXBU.S. Large Cap16fund risk0%
American Funds 2045 Target Date Retirement Fund Class R-6RFHTXBU.S. Large Cap16fund risk0%
American Funds 2050 Target Date Retirement Fund Class R-6RFITXBU.S. Large Cap17fund risk0%
American Funds 2055 Target Date Retirement Fund Class R-6RFKTXBU.S. Large Cap17fund risk0%
Parnassus Mid Cap FundPARMXD++U.S. Mid Cap20fund risk1.14%
Vanguard 500 Index Fund Admiral ClassVFIAXCU.S. Large Cap21fund risk0.05%
Calvert U.S. Large Cap Core Responsible Index Fund Class ICISIXCU.S. Large Cap21fund risk0.21%
Oppenheimer Main Street Mid Cap Fund Class YOPMYXC++U.S. Mid Cap22fund risk0.84%
American Funds 2020 Target Date Retirement Fund Class R-5RECTXCU.S. All Cap9fund risk0%
American Funds 2020 Target Date Retirement Fund Class R-6RRCTXCU.S. All Cap9fund risk0%
U.S. Equities - Growth     
American Funds The Growth Fund of America Class R-6RGAGXA--U.S. All Cap - Growth22fund risk0.34%
U.S. Equities - Value     
Fidelity Low-Priced Stock FundFLPSXA++U.S. All Cap - Value21fund risk0.79%
MFS Value Fund Class R6MEIKXD+U.S. Mega Cap - Value21fund risk0.56%
Specialty     
Vanguard REIT Index Fund Admiral SharesVGSLXC--U.S. Real Estate27fund risk0.1%
T. Rowe Price Real Estate FundTRREXC--U.S. Real Estate31fund risk0.79%
Global & Intl. Equity     
Vanguard Total International Stock Index Fund Admiral SharesVTIAXAInternational Large Cap18fund risk0.14%
American Funds EuroPacific Growth Fund Class R-6RERGXA-International Large Cap - Growth19fund risk0.49%
Oppenheimer Developing Markets Fund Class YODVYXD++Emerging Markets20fund risk1.01%
Bonds     
PIMCO Total Return Fund Institutional ClassPTTRXB-Bond - Multi Sector3fund risk0.46%
Vanguard Total Bond Market Index Fund Admiral SharesVBTLXC-Bond - Multi Sector3fund risk0.08%
Other     
Fidelity Strategic Income FundFSICX Other0fund risk0.69%
PIMCO Total Return Fund Class DPTTDX Other0fund risk0.75%
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