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

The Restated Four Seasons Hotels Retirement Benefit 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 Institutional Index Fund Institutional SharesVINIXDU.S. Large Cap21fund risk0.04%
T. Rowe Price Small-Cap Stock FundOTCFXB++U.S. Small Cap24fund risk0.91%
U.S. Equities - Growth     
T. Rowe Price Blue Chip Growth FundTRBCXF--U.S. Large Cap - Growth25fund risk0.74%
U.S. Equities - Value     
Dodge & Cox Balanced FundDODBXB++U.S. All Cap - Value18fund risk0.53%
T. Rowe Price Equity Income FundPRFDXB++U.S. All Cap - Value25fund risk0.67%
Global & Intl. Equity     
Fidelity Diversified International FundFDIVXB-International Large Cap - Growth17fund risk0.92%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
PIMCO Total Return Fund Institutional ClassPTTRXB-Bond - Multi Sector3fund risk0.46%
Other     
Wells Fargo Advantage Dow Jones Target 2010 Fund Investor ClassWFCTX Other0fund risk0.88%
Wells Fargo Advantage Dow Jones Target 2040 Fund Investor ClassWFFTX Other0fund risk0.93%
Wells Fargo Advantage Dow Jones Target 2020 Fund Investor ClassWFDTX Other0fund risk0.91%
Wells Fargo Advantage Dow Jones Target 2030 Fund Investor ClassWFETX Other0fund risk0.92%
Wells Fargo Advantage Dow Jones Target 2050 Fund Investor ClassWFQGX Other0fund risk0.93%
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