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

Retirement Plan For Employees Of Elsner Engineering Works, Inc.

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 Century Investments One Choice 2040 Portfolio A ClassARDMXBU.S. All Cap10fund risk0.45%
American Century Investments One Choice 2045 Portfolio A ClassAROAXCU.S. All Cap11fund risk0.45%
American Century Investments One Choice 2050 Portfolio A ClassARFMXCU.S. All Cap12fund risk0.45%
American Century Investments One Choice 2055 Portfolio A ClassAREMXCU.S. All Cap13fund risk0.45%
American Century Income and Growth Fund Class AAMADXDU.S. Large Cap16fund risk0.92%
American Century Investments One Choice In Retirement Portfolio A ClassARTAXBU.S. All Cap7fund risk0.45%
American Century Investments One Choice 2020 Portfolio A ClassARBMXBU.S. All Cap7fund risk0.45%
American Century Investments One Choice 2025 Portfolio A ClassARWAXBU.S. All Cap8fund risk0.45%
American Century Investments One Choice 2030 Portfolio A ClassARCMXBU.S. All Cap8fund risk0.46%
American Century Investments One Choice 2035 Portfolio A ClassARYAXBU.S. All Cap9fund risk0.45%
U.S. Equities - Growth     
Principal MidCap Fund R-3 ClassPMBMXAU.S. Mid Cap - Growth16fund risk1.17%
Victory Munder Mid-Cap Core Growth Fund Class AMGOAXDU.S. Mid Cap - Growth18fund risk1.32%
Janus Forty Fund Class SJARTXBU.S. Large Cap - Growth21fund risk0.91%
Alger Small Cap Growth Institutional Fund Class IALSRXFU.S. Mid Cap - Growth26fund risk1.25%
U.S. Equities - Value     
Invesco Equity and Income Fund Class AACEIXCU.S. All Cap - Value11fund risk0.78%
Franklin Mutual Global Discovery Fund Class RTEDRXCU.S. All Cap - Value13fund risk1.48%
T. Rowe Price Mid-Cap Value Fund R ClassRRMVXFU.S. Mid Cap - Value14fund risk1.31%
AllianzGI NFJ Small-Cap Value Fund Class APCVAXB--U.S. Small Cap - Value18fund risk1.17%
Bonds     
US Cash / Money MarketUSCASHC+U.S. Cash / Money Market0fund risk0%
PIMCO Investment Grade Corporate Bond Fund Class APBDAXA++Bond - Multi Sector4fund risk0.9%
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