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

Johnnys Fine Foods Inc 401 K Profit Sharing Plan Trust

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     
JPMorgan U.S. Equity Fund Class AJUEAXCU.S. Large Cap12fund risk0.97%
ClearBridge Aggressive Growth Fund Class ASHRAXFU.S. All Cap14fund risk1.23%
JPMorgan U.S. Small Company Fund Class AJTUAXD--U.S. Small Cap16fund risk1.25%
T. Rowe Price Retirement 2010 Fund Class RRRTAXBU.S. Large Cap4fund risk0.5%
T. Rowe Price Retirement Balanced Fund Class RRRTIXBU.S. Large Cap4fund risk0.5%
T. Rowe Price Retirement 2015 Fund Class RRRTMXBU.S. Large Cap5fund risk0.5%
T. Rowe Price Retirement 2020 Fund Class RRRTBXBU.S. Large Cap6fund risk0.5%
T. Rowe Price Retirement 2025 Fund Class RRRTNXCU.S. Large Cap7fund risk0.5%
American Century Strategic Allocation: Moderate Fund A ClassACOAXCU.S. All Cap7fund risk1.31%
T. Rowe Price Retirement 2030 Fund Class RRRTCXCU.S. Large Cap8fund risk0.5%
T. Rowe Price Retirement 2035 Fund Class RRRTPXCU.S. Large Cap9fund risk0.5%
T. Rowe Price Retirement 2040 Fund Class RRRTDXCU.S. Large Cap9fund risk0.5%
T. Rowe Price Retirement 2050 Fund Class RRRTFXDU.S. Large Cap10fund risk0.5%
T. Rowe Price Retirement 2045 Fund Class RRRTRXDU.S. Large Cap10fund risk0.5%
T. Rowe Price Retirement 2055 Fund Class RRRTVXDU.S. Large Cap10fund risk0.5%
U.S. Equities - Growth     
Eagle Mid Cap Growth Fund Class AHAGAXC-U.S. Mid Cap - Growth14fund risk1.2%
Eagle Small Cap Growth Fund Class AHRSCXD--U.S. Small Cap - Growth17fund risk1.1%
U.S. Equities - Value     
Invesco Comstock Fund Class AACSTXF-U.S. All Cap - Value13fund risk0.81%
AB Discovery Value Fund Class AABASXC--U.S. Small Cap - Value14fund risk1.22%
Global & Intl. Equity     
Federated International Leaders Fund Class A SharesFGFAXB-Europe11fund risk1.36%
Oppenheimer International Growth Fund Class AOIGAXBInternational Large Cap - Growth13fund risk1.2%
Bonds     
US Cash / Money MarketUSCASHC+U.S. Cash / Money Market0fund risk0%
Loomis Sayles Strategic Income Fund Class ANEFZXC+Bond - U.S. High Yield3fund risk0.95%
Loomis Sayles Investment Grade Bond Fund Class ALIGRXB++U.S. Treasury - Intermediate / Long3fund risk0.83%
JPMorgan Government Bond Fund Class AOGGAXC++U.S. Treasury - Intermediate3fund risk0.74%
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