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

Microsoft Corporation Savings Plus 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     
BTC Lifepath 2040 OCU.S. All Cap12fund risk0.15%
BTC Lifepath 2050 OCU.S. All Cap13fund risk0.15%
Vanguard 500 Index Fund Investor ClassVFINXCU.S. Large Cap15fund risk0.17%
BTC Lifepath Retirement OBU.S. All Cap5fund risk0.14%
BTC Lifepath 2020 OBU.S. All Cap6fund risk0.14%
BTC Lifepath 2030 OBU.S. All Cap9fund risk0.15%
U.S. Equities - Growth     
Vanguard Russell 1000 Growth Index Fund Institutional SharesVRGWXC+U.S. Large Cap - Growth18fund risk0.08%
Fidelity Contrafund UnitsC+U.S. Large Cap - Growth19fund risk0.56%
Artisan Mid Cap Fund Investor ClassARTMXA++U.S. Mid Cap - Growth21fund risk1.22%
Vanguard Russell 2000 Growth Index Fund Institutional SharesVRTGXC--U.S. Small Cap - Growth21fund risk0.08%
Fidelity Growth Company UnitsF+U.S. All Cap - Growth22fund risk0.71%
Microsoft CorporationMSFTA+U.S. Mega Cap - Growth26fund risk0%
U.S. Equities - Value     
Vanguard Russell 1000 Value Index Fund Institutional SharesVRVIXC-U.S. Large Cap - Value13fund risk0.08%
DFA Sm/Mid Cap Value AccountF--U.S. Small Cap - Value18fund risk0.52%
Specialty     
PIMCO Inflation Response Multi-Asset Fund InstitutionalPIRMXB--Commodities5fund risk0.75%
Global & Intl. Equity     
BTC Lifepath 2060 OCInternational Large Cap - Growth12fund risk0.74%
Russell International ValueB--International Large Cap - Value13fund risk0.4%
Russell International GrowthCInternational Large Cap - Growth14fund risk0.4%
PIMCO All Asset All Authority Fund Institutional ClassPAUIXB--Emerging Markets5fund risk0.18%
Bonds     
Blackrock Short-term Investment FundC+U.S. Cash / Money Market0fund risk0%
Vanguard Short-Term Bond Index Fund Institutional Plus SharesVBIPXC++U.S. Treasury - Short / Intermediate2fund risk0.05%
PIMCO Total Return Fund Institutional ClassPTTRXB++Bond - Multi Sector3fund risk0.46%
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