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 In Retirement Portfolio A ClassARTAXDU.S. All Cap13fund risk0.45%
American Century Investments One Choice 2020 Portfolio A ClassARBMXB--U.S. Mid Cap13fund risk0.45%
American Century Investments One Choice 2025 Portfolio A ClassARWAXB--U.S. Mid Cap15fund risk0.45%
American Century Investments One Choice 2030 Portfolio A ClassARCMXDU.S. All Cap16fund risk0.46%
American Century Investments One Choice 2035 Portfolio A ClassARYAXDU.S. All Cap18fund risk0.45%
American Century Investments One Choice 2040 Portfolio A ClassARDMXDU.S. All Cap20fund risk0.45%
American Century Investments One Choice 2045 Portfolio A ClassAROAXDU.S. All Cap22fund risk0.45%
American Century Investments One Choice 2050 Portfolio A ClassARFMXFU.S. All Cap24fund risk0.45%
American Century Investments One Choice 2055 Portfolio A ClassAREMXFU.S. All Cap25fund risk0.45%
American Century Income and Growth Fund Class AAMADXFU.S. Large Cap30fund risk0.92%
Principal MidCap Fund R-3 ClassPMBMXA--U.S. Mid Cap34fund risk1.17%
Victory Munder Mid-Cap Core Growth Fund Class AMGOAXF--U.S. Mid Cap35fund risk1.32%
U.S. Equities - Growth     
Alger Small Cap Growth Institutional Fund Class IALSRXA+U.S. Mid Cap - Growth32fund risk1.25%
Janus Forty Fund Class SJARTXC++U.S. Large Cap - Growth32fund risk0.91%
U.S. Equities - Value     
Invesco Equity and Income Fund Class AACEIXD--U.S. All Cap - Value22fund risk0.78%
Franklin Mutual Global Discovery Fund Class RTEDRXF--U.S. All Cap - Value31fund risk1.48%
T. Rowe Price Mid-Cap Value Fund R ClassRRMVXA--U.S. Mid Cap - Value33fund risk1.31%
AllianzGI NFJ Small-Cap Value Fund Class APCVAXC--U.S. Small Cap - Value38fund risk1.17%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
PIMCO Investment Grade Corporate Bond Fund Class APBDAXF++Bond - U.S. Corporate9fund 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