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     
Ivy Asset Strategy Fund Class YWASYXBU.S. All Cap10fund risk0.96%
Parnassus FundPARNXB+U.S. Mid Cap14fund risk0.86%
Franklin Rising Dividends Fund Class AFRDPXAU.S. All Cap15fund risk0.93%
Vanguard 500 Index Fund Admiral ClassVFIAXCU.S. Large Cap15fund risk0.05%
Vanguard Mid-Cap Index Fund Admiral SharesVIMAXC+U.S. Mid Cap15fund risk0.09%
Vanguard Small-Cap Index Fund Admiral SharesVSMAXA--U.S. Small Cap17fund risk0.09%
American Funds American Balanced Fund Class R-4RLBEXBU.S. Large Cap9fund risk0.65%
U.S. Equities - Growth     
Franklin Growth Series Class AFKGRXBU.S. All Cap - Growth17fund risk0.91%
Prudential Jennison Mid Cap Growth Fund Class APEEAXB++U.S. Mid Cap - Growth18fund risk1.07%
Oak Ridge Small Cap Growth Fund Class AORIGXC--U.S. Small Cap - Growth19fund risk1.4%
Fidelity Advisor Technology Fund Class AFADTXDU.S. Large Cap - Growth24fund risk1.14%
U.S. Equities - Value     
JPMorgan Equity Income Fund Class AOIEIXBU.S. Large Cap - Value13fund risk1.04%
RidgeWorth Ceredex Mid-Cap Value Equity Fund I SharesSMVTXBU.S. Mid Cap - Value14fund risk1.09%
Amana Mutual Funds Trust Income Fund InvestorAMANXCU.S. Large Cap - Value14fund risk1.14%
JPMorgan Small Cap Value Fund Class APSOAXD--U.S. Small Cap - Value17fund risk1.24%
Xerox CorpXRXAU.S. Mid Cap - Value32fund risk0%
Victory Global Natural Resources Fund Class ARSNRXF--U.S. Small Cap - Value32fund risk1.43%
Specialty     
Nuveen Real Estate Securities Fund Class AFREAXB++U.S. Real Estate15fund risk1.25%
Wells Fargo Precious Metals Fund - Class AEKWAXA++Gold24fund risk1.09%
Global & Intl. Equity     
MFS International New Discovery Fund Class R3MIDHXCInternational Large Cap - Growth11fund risk1.39%
MFS International Value Fund Class R3MINGXBInternational Large Cap - Growth11fund risk1.08%
American Funds EuroPacific Growth Fund Class R-4REREXCInternational Large Cap - Growth14fund risk0.84%
Oppenheimer Developing Markets Fund Class AODMAXA-Emerging Markets16fund risk1.35%
PIMCO All Asset Fund Administrative ClassPAALXAEmerging Markets5fund risk0.32%
Oppenheimer International Bond Fund Class AOIBAXA-Emerging Markets6fund risk1.01%
Bonds     
US Cash / Money MarketUSCASHC+U.S. Cash / Money Market0fund risk0%
Vanguard Total Bond Market Index Fund Admiral SharesVBTLXB++U.S. Treasury - Intermediate3fund risk0.08%
Loomis Sayles Bond Fund Institutional ClassLSBDXB++Bond - U.S. High Yield3fund risk0.63%
PIMCO Total Return Fund Administrative ClassPTRAXB++Bond - Multi Sector3fund risk0.71%
PIMCO Real Return Fund Administrative ClassPARRXC++U.S. Treasury - TIPS3fund risk0.7%
Ivy High Income Fund Class AWHIAXD++Bond - U.S. High Yield4fund risk0.93%
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