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

Point.360 401(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     
American Century Investments One Choice In Retirement Portfolio Investor ClassARTOXDU.S. All Cap13fund risk0.2%
American Century Investments One Choice 2020 Portfolio Investor ClassARBVXDU.S. All Cap13fund risk0.2%
American Century Investments One Choice 2025 Portfolio Investor ClassARWIXDU.S. All Cap15fund risk0.2%
American Century Investments One Choice 2030 Portfolio Investor ClassARCVXDU.S. All Cap16fund risk0.21%
Janus Balanced Fund Class SJABRXCU.S. Large Cap18fund risk1.08%
American Century Investments One Choice 2035 Portfolio Investor ClassARYIXDU.S. All Cap18fund risk0.2%
American Century Investments One Choice 2040 Portfolio Investor ClassARDVXDU.S. All Cap20fund risk0.2%
American Century Investments One Choice 2045 Portfolio Investor ClassAROIXDU.S. All Cap22fund risk0.2%
American Century Investments One Choice 2050 Portfolio Investor ClassARFVXDU.S. All Cap24fund risk0.2%
American Century Investments One Choice 2055 Portfolio Investor ClassAREVXDU.S. All Cap25fund risk0.2%
Fidelity Advisor Stock Selector All Cap Fund Class TFSJHXBU.S. All Cap32fund risk1.29%
Principal MidCap Fund R-3 ClassPMBMXA--U.S. Mid Cap34fund risk1.17%
Oppenheimer Main Street Mid Cap Fund Class AOPMSXC--U.S. Mid Cap35fund risk1.12%
Dreyfus S&P 500 Index FundPEOPXD++U.S. Mega Cap37fund risk0.5%
Fidelity Advisor Leveraged Company Stock Fund Class TFLSTXC--U.S. Mid Cap40fund risk1.33%
U.S. Equities - Growth     
Oppenheimer Global Fund Class AOPPAXF++U.S. All Cap - Growth32fund risk1.19%
Fidelity Advisor Equity Growth Fund Class TFAEGXC++U.S. All Cap - Growth33fund risk1.28%
Ivy Mid Cap Growth Fund Class AWMGAXA+U.S. Mid Cap - Growth33fund risk1.34%
U.S. Equities - Value     
Invesco Diversified Dividend Fund Class ALCEAXD--U.S. Large Cap - Value29fund risk0.86%
Fidelity Advisor Large Cap Fund Class AFALAXB--U.S. Large Cap - Value33fund risk1.24%
Invesco Small Cap Value Fund Class AVSCAXD--U.S. Small Cap - Value47fund risk1.11%
Global & Intl. Equity     
Thornburg International Value Fund Class R4THVRXA--Europe26fund risk1.25%
Bonds     
Fidelity Government Money Market FundSPAXXCU.S. Cash / Money Market0fund risk0%
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Fidelity Advisor Government Income Fund Class TFVITXC++U.S. Treasury - Intermediate6fund risk0.75%
Fidelity Advisor Strategic Income Fund Class TFSIAXC--Bond - U.S. High Yield8fund risk0.98%
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