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

Troon Golf, Llc 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 Target Retirement 2020 Fund Investor SharesVTWNXFU.S. All Cap10fund risk0.17%
Vanguard Target Retirement 2025 Fund Investor SharesVTTVXDU.S. All Cap12fund risk0.18%
Vanguard Target Retirement 2030 Fund Investor SharesVTHRXCU.S. All Cap13fund risk0.18%
Vanguard Target Retirement 2035 Fund Investor SharesVTTHXCU.S. All Cap14fund risk0.19%
Vanguard Target Retirement 2040 Fund Investor SharesVFORXCU.S. All Cap16fund risk0.19%
Vanguard Target Retirement 2060 Fund Investor SharesVTTSXCU.S. All Cap17fund risk0.18%
Vanguard Target Retirement 2045 Fund Investor SharesVTIVXCU.S. All Cap17fund risk0.19%
Vanguard Target Retirement 2065 Fund Investor SharesVLXVXCU.S. All Cap17fund risk0%
Vanguard Target Retirement 2055 Fund Investor SharesVFFVXCU.S. All Cap17fund risk0.19%
Vanguard Target Retirement 2050 Fund Investor SharesVFIFXCU.S. All Cap17fund risk0.19%
Fidelity 500 IndexFXAIXDU.S. Large Cap21fund risk0.02%
JPMorgan U.S. Equity Fund Institutional ClassJMUEXCU.S. Large Cap21fund risk0.64%
Great-West T. Rowe Price Mid Cap Growth Fund Initial ClassMXMGXD++U.S. Mid Cap22fund risk1.03%
Vanguard Mid-Cap Index Fund Admiral SharesVIMAXD++U.S. Mid Cap23fund risk0.09%
Vanguard Small-Cap Index Fund Admiral SharesVSMAXC++U.S. Small Cap27fund risk0.09%
Vanguard Target Retirement Income Fund Investor SharesVTINXCU.S. All Cap6fund risk0.17%
Vanguard Target Retirement 2015 Fund Investor SharesVTXVXFU.S. Large Cap8fund risk0.17%
U.S. Equities - Growth     
Fidelity Contrafund FundFCNTXC--U.S. Large Cap - Growth22fund risk0.66%
MFS Growth Fund Class R6MFEKXF--U.S. Large Cap - Growth24fund risk0.71%
AB Small Cap Growth Portfolio Class IQUAIXB+U.S. Small Cap - Growth28fund risk0.92%
U.S. Equities - Value     
Virtus Ceredex Large-Cap Value Equity IB++U.S. Large Cap - Value22fund risk0.91%
MFS Mid Cap Value Fund Class R3MVCHXC++U.S. Mid Cap - Value26fund risk1.23%
Fidelity Advisor Small Cap Value Fund Class IFCVIXA++U.S. Small Cap - Value34fund risk1.06%
Global & Intl. Equity     
American Funds EuroPacific Growth Fund Class R-6RERGXA-International Large Cap - Growth19fund risk0.49%
Invesco Developing Markets Fund Class AGTDDXC++Emerging Markets19fund risk1.38%
Bonds     
Key Guaranteed Portfolio FundCU.S. Cash / Money Market0fund risk0%
Metropolitan West Total Return Bond Fund Class MMWTRXB-Bond - Multi Sector3fund risk0.62%
Fidelity Government Income FundFGOVXC--U.S. Treasury - Intermediate / Long3fund risk0.45%
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