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

Southeast Aerospace, Inc. Employees Savings 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. All Cap14fund risk0%
American Funds 2030 Target Date Retirement Fund Class R-6RFETXCU.S. All Cap17fund risk0%
American Funds American Balanced Fund Class R-6RLBGXCU.S. All Cap17fund risk0.29%
American Funds 2035 Target Date Retirement Fund Class R-6RFFTXCU.S. All Cap21fund risk0%
American Funds 2040 Target Date Retirement Fund Class R-6RFGTXDU.S. All Cap23fund risk0%
American Funds 2045 Target Date Retirement Fund Class R-6RFHTXDU.S. All Cap23fund risk0%
American Funds 2050 Target Date Retirement Fund Class R-6RFITXDU.S. All Cap24fund risk0%
American Funds Investment Company of America Class R-6RICGXDU.S. All Cap26fund risk0.3%
American Funds Capital World Growth and Income Fund Class R-6RWIGXFU.S. All Cap26fund risk0.45%
American Funds Washington Mutual Investors Fund Class R-6RWMGXDU.S. All Cap30fund risk0.3%
Vanguard Large Cap Index Fund Admiral SharesVLCAXCU.S. Large Cap30fund risk0.09%
Vanguard 500 Index Fund Admiral ClassVFIAXCU.S. Large Cap30fund risk0.05%
Vanguard Total Stock Market Index Fund Admiral SharesVTSAXCU.S. All Cap30fund risk0.05%
Vanguard Mid-Cap Index Fund Admiral SharesVIMAXC--U.S. Mid Cap31fund risk0.09%
Vanguard Small-Cap Index Fund Admiral SharesVSMAXF--U.S. Mid Cap33fund risk0.09%
U.S. Equities - Growth     
American Funds SMALLCAP World Fund Class R-6RLLGXFU.S. Mid Cap - Growth25fund risk0.72%
American Funds New Perspective Fund Class R-6RNPGXF++U.S. All Cap - Growth27fund risk0.45%
American Funds The New Economy Fund Class R-6RNGGXF++U.S. All Cap - Growth27fund risk0.48%
American Funds The Growth Fund of America Class R-6RGAGXD++U.S. All Cap - Growth27fund risk0.34%
Vanguard Mid-Cap Growth Index Fund Admiral SharesVMGMXDU.S. Mid Cap - Growth30fund risk0.09%
T. Rowe Price Science and Technology FundPRSCXC++U.S. All Cap - Growth30fund risk0.86%
Vanguard Growth Index Fund Admiral SharesVIGAXC++U.S. Large Cap - Growth30fund risk0.09%
Vanguard Small-Cap Growth Index Fund Admiral SharesVSGAXC--U.S. Small Cap - Growth32fund risk0%
U.S. Equities - Value     
American Funds Capital Income Builder Class R-6RIRGXC--U.S. Large Cap - Value19fund risk0.3%
Vanguard Equity-Income Fund Investor SharesVEIPXC--U.S. Mega Cap - Value30fund risk0.3%
Vanguard Mid-Cap Value Index Fund Admiral SharesVMVAXC--U.S. Mid Cap - Value32fund risk0.09%
Vanguard Small Capitalization Value Index Fund Investor SharesVISVXF--U.S. Mid Cap - Value34fund risk0.24%
Vanguard REIT Index Fund Admiral SharesVGSLXB--U.S. Real Estate35fund risk0.1%
Global & Intl. Equity     
American Funds 2010 Target Date Retirement Fund Class R-6RFTTXA--Europe10fund risk0%
American Funds 2015 Target Date Retirement Fund Class R-6RFJTXA--Europe12fund risk0%
American Funds 2020 Target Date Retirement Fund Class R-6RRCTXD-International Large Cap - Growth13fund risk0%
American Funds EuroPacific Growth Fund Class R-6RERGXB--Europe24fund risk0.49%
American Funds New World Fund Class R-6RNWGXA--Emerging Markets25fund risk0.65%
Vanguard Total International Stock Index Fund Admiral SharesVTIAXC--Europe25fund risk0.14%
Vanguard International Growth Fund Investor SharesVWIGXA--International Large Cap27fund risk0.48%
US Cash / Money MarketUSCASHC+U.S. Cash / Money Market0fund risk0%
American Funds Intermediate Bond Fund of America Class R-6RBOGXB++Bond - Multi Sector3fund risk0.27%
Vanguard Total International Bond Index Fund Investor SharesVTIBXC++Bond - Multi Sector4fund risk0.23%
Vanguard Total Bond Market Index Fund Admiral SharesVBTLXC++Bond - Multi Sector5fund risk0.08%
T. Rowe Price U.S. Bond Enhanced Index FundPBDIXC++Bond - Multi Sector5fund risk0.3%
American Funds The Bond Fund of America Class R-6RBFGXC++Bond - Multi Sector5fund risk0.26%
Vanguard Intermediate-Term Bond Index Fund Admiral SharesVBILXC++Bond - Multi Sector6fund risk0.1%
American Funds Capital World Bond Fund Class R-6RCWGXD+Bond - U.S. Corporate6fund risk0.52%
Vanguard Inflation-Protected Securities Fund Admiral SharesVAIPXC++U.S. Treasury - TIPS7fund risk0.1%
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