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

Apple, Inc. 401k 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     
LifePath Index 2025 OCU.S. All Cap11fund risk0.75%
LifePath Index 2030 OBU.S. All Cap13fund risk1%
LifePath Index 2035 OBU.S. All Cap15fund risk0.38%
LifePath Index 2040 OBU.S. All Cap17fund risk0.68%
LifePath Index 2065 OCU.S. All Cap17fund risk0%
LifePath Index 2045 OBU.S. All Cap18fund risk0.38%
LifePath Index 2050 OBU.S. All Cap19fund risk0.71%
LifePath Index 2055 OBU.S. All Cap19fund risk0.38%
LifePath Index 2060 AccountCU.S. All Cap19fund risk0%
LifePath Index Retirement OBU.S. All Cap9fund risk0.75%
U.S. Equities - Growth     
Fidelity Contrafund FundFCNTXC--U.S. Large Cap - Growth22fund risk0.66%
William Blair Small-Mid Cap Growth Fund Class IWSMDXC+U.S. Small Cap - Growth25fund risk1.1%
Vanguard Extended Market Index Fund Institutional Plus SharesVEMPXA+U.S. Small Cap - Growth27fund risk0.06%
Specialty     
Voya Clarion Global Real Estate Sec Trust Fd. Cl 2A--U.S. Real Estate23fund risk0.89%
Global & Intl. Equity     
Vanguard Total International Stock Index Fund Institutional Plus SharesVTPSXAInternational Large Cap18fund risk0.1%
Bonds     
Stable Value FundCU.S. Cash / Money Market0fund risk0%
Loomis Sayles Core Plus Bond Fund Class YNERYXC-Bond - U.S. Corporate3fund risk0.54%
Vanguard Total Bond Market Index Fund Institutional Plus SharesVBMPXC-Bond - Multi Sector3fund risk0.05%
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