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

Palo Alto Research Center 401(K) 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 500 Index Fund Admiral ClassVFIAXCU.S. Large Cap12fund risk0.05%
Parnassus FundPARNXDU.S. Large Cap12fund risk0.86%
Vanguard Mid-Cap Index Fund Admiral SharesVIMAXC-U.S. Mid Cap12fund risk0.09%
Franklin Rising Dividends Fund Class AFRDPXDU.S. Large Cap12fund risk0.93%
Amana Mutual Funds Trust Income Fund InvestorAMANXDU.S. Large Cap12fund risk1.14%
Franklin Growth Series Class AFKGRXCU.S. Large Cap13fund risk0.91%
Vanguard Small-Cap Index Fund Admiral SharesVSMAXB--U.S. Small Cap14fund risk0.09%
American Funds American Balanced Fund Class R-4RLBEXBU.S. Large Cap7fund risk0.65%
Ivy Asset Strategy Fund Class YWASYXC+U.S. Mega Cap8fund risk0.96%
U.S. Equities - Growth     
Prudential Jennison Mid Cap Growth Fund Class APEEAXC-U.S. Mid Cap - Growth13fund risk1.07%
Oak Ridge Small Cap Growth Fund Class AORIGXD--U.S. Small Cap - Growth15fund risk1.4%
Fidelity Advisor Technology Fund Class AFADTXA++U.S. Large Cap - Growth17fund risk1.14%
U.S. Equities - Value     
JPMorgan Equity Income Fund Class AOIEIXB-U.S. Large Cap - Value11fund risk1.04%
RidgeWorth Ceredex Mid-Cap Value Equity Fund I SharesSMVTXB--U.S. Mid Cap - Value12fund risk1.09%
JPMorgan Small Cap Value Fund Class APSOAXF--U.S. Small Cap - Value15fund risk1.24%
Xerox CorpXRXB-U.S. All Cap - Value30fund risk0%
Victory Global Natural Resources Fund Class ARSNRXF--U.S. Small Cap - Value36fund risk1.43%
Specialty     
Nuveen Real Estate Securities Fund Class AFREAXC+U.S. Real Estate12fund risk1.25%
Global & Intl. Equity     
American Funds EuroPacific Growth Fund Class R-4REREXCInternational Large Cap - Growth11fund risk0.84%
Oppenheimer Developing Markets Fund Class AODMAXA--Emerging Markets13fund risk1.35%
PIMCO All Asset Fund Administrative ClassPAALXB-Emerging Markets4fund risk0.32%
Oppenheimer International Bond Fund Class AOIBAXB-Europe5fund risk1.01%
MFS International New Discovery Fund Class R3MIDHXA-Europe9fund risk1.39%
MFS International Value Fund Class R3MINGXAInternational Large Cap - Growth9fund risk1.08%
Bonds     
US Cash / Money MarketUSCASHC+U.S. Cash / Money Market0fund risk0%
Loomis Sayles Bond Fund Institutional ClassLSBDXB+Bond - U.S. High Yield3fund risk0.63%
Wells Fargo Precious Metals Fund - Class AEKWAXC++U.S. Treasury - Short / Intermediate24fund risk1.09%
Vanguard Total Bond Market Index Fund Admiral SharesVBTLXB++U.S. Treasury - Intermediate3fund risk0.08%
Ivy High Income Fund Class AWHIAXD+Bond - U.S. High Yield4fund risk0.93%
PIMCO Real Return Fund Administrative ClassPARRXC++U.S. Treasury - TIPS4fund risk0.7%
PIMCO Total Return Fund Administrative ClassPTRAXC++U.S. Treasury - Intermediate4fund risk0.71%
Other     
LKCM Small Capital Equity Fund Advisor ClassLKSAX Other0fund risk1.2%
PIMCO Mortgage-Backed Securities Fund Administrative ClassPMTAX Other0fund risk0.75%
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