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

Dynisco 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     
JPMorgan SmartRetirement 2025 Fund Class A SharesJNSAXCU.S. All Cap10fund risk0.29%
Fidelity Balanced FundFBALXBU.S. All Cap15fund risk0.57%
JPMorgan SmartRetirement 2035 Fund Class A SharesSRJAXBU.S. All Cap15fund risk0.29%
JPMorgan SmartRetirement 2040 Fund Class A SharesSMTAXBU.S. All Cap17fund risk0.29%
American Funds Capital World Growth and Income Fund Class ACWGIXBU.S. Large Cap17fund risk0.8%
JPMorgan SmartRetirement 2050 Fund Class A SharesJTSAXBU.S. All Cap18fund risk0.29%
JPMorgan SmartRetirement 2045 Fund Class A SharesJSAAXBU.S. All Cap18fund risk0.29%
API Capital Income Fund Class InstitutionalAFAAXF++U.S. Mid Cap19fund risk1.24%
Franklin Rising Dividends Fund Class AFRDPXDU.S. All Cap20fund risk0.93%
Vanguard Total Stock Market Index Fund Admiral SharesVTSAXCU.S. All Cap21fund risk0.05%
RidgeWorth Ceredex Mid-Cap Value Equity Fund A SharesSAMVXC++U.S. Mid Cap24fund risk1.35%
JPMorgan SmartRetirement Income Fund Class A SharesJSRAXBU.S. All Cap7fund risk0.27%
JPMorgan SmartRetirement 2020 Fund Class A SharesJTTAXBU.S. All Cap8fund risk0.28%
U.S. Equities - Growth     
Nuveen Mid Cap Growth Opportunities Fund Class R3FMEYXB--U.S. Mid Cap - Growth25fund risk1.54%
U.S. Equities - Value     
American Funds The Income Fund of America Class AAMECXB+U.S. Mega Cap - Value13fund risk0.58%
BlackRock Equity Dividend Fund Investor A SharesMDDVXC++U.S. All Cap - Value22fund risk0.99%
Lord Abbett Fundamental Equity Fund Class ALDFVXD++U.S. Large Cap - Value23fund risk1.06%
Gabelli Small Cap Growth Fund Class AGCASXC++U.S. Small Cap - Value26fund risk1.39%
Victory Global Natural Resources Fund Class ARSNRXA++U.S. Small Cap - Value44fund risk1.43%
Global & Intl. Equity     
American Funds EuroPacific Growth Fund Class AAEPGXA-International Large Cap - Growth19fund risk0.84%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
PIMCO Total Return Fund Class APTTAXB-Bond - Multi Sector3fund risk0.85%
Delaware Diversified Income Fund Class RDPRFXB-Bond - U.S. Corporate3fund risk1.15%
PIMCO Real Return Fund Class APRTNXC+U.S. Treasury - TIPS4fund risk0.85%
Other     
JPMorgan SmartRetirement 2015 Fund Class A SharesJSFAX Other0fund risk0.28%
Wells Fargo Advantage Growth Fund Investor ClassSGROX Other0fund risk1.25%
JPMorgan SmartRetirement 2010 Fund Class A SharesJSWAX Other0fund risk0.28%
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