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

Welocalize, Inc. 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     
Fidelity Freedom Index 2025 Fund Investor ClassFQIFXCU.S. All Cap11fund risk0.09%
American Funds American Balanced Fund Class R-6RLBGXCU.S. Large Cap12fund risk0.29%
Fidelity Freedom Index 2030 Fund Investor ClassFXIFXCU.S. All Cap13fund risk0.08%
Fidelity Freedom Index 2035 Fund Investor ClassFIHFXCU.S. All Cap16fund risk0.08%
Fidelity Freedom Index 2045 Fund Investor ClassFIOFXCU.S. All Cap17fund risk0.08%
Fidelity Freedom Index 2040 Fund Investor ClassFBIFXCU.S. All Cap17fund risk0.08%
Fidelity Freedom Index 2050 Fund Investor ClassFIPFXCU.S. All Cap17fund risk0.08%
Fidelity Freedom Index 2055 Fund Investor ClassFDEWXCU.S. All Cap17fund risk0.08%
American Funds AMCAP Fund Class R-6RAFGXDU.S. Large Cap20fund risk0.37%
Fidelity 500 IndexFXAIXDU.S. Large Cap21fund risk0.02%
Fidelity Small Cap IndexFSSNXC++U.S. Small Cap31fund risk0.05%
Fidelity Freedom Index Income Fund Investor ClassFIKFXCU.S. Large Cap4fund risk0.08%
Fidelity Freedom Index 2005 Fund Investor ClassFJIFXCU.S. Large Cap5fund risk0.08%
Fidelity Freedom Index 2010 Fund Investor ClassFKIFXCU.S. All Cap7fund risk0.09%
Fidelity Freedom Index 2015 Fund Investor ClassFLIFXCU.S. All Cap8fund risk0.09%
Fidelity Freedom Index 2020 Fund Investor ClassFPIFXCU.S. All Cap10fund risk0.09%
U.S. Equities - Growth     
Fidelity Advisor Health Care Fund I ClassFHCIXD--U.S. Mid Cap - Growth20fund risk0.85%
Fidelity Advisor Technology Fund I ClassFATIXB--U.S. Large Cap - Growth29fund risk0.83%
Baron Partners Fund Institutional SharesBPTIXA--U.S. All Cap - Growth44fund risk1.11%
U.S. Equities - Value     
American Beacon Bridgeway Large Cap Value Fund Institutional ClassBRLVXD++U.S. All Cap - Value25fund risk0.84%
Fidelity Advisor Materials Fund Class IFMFEXA++U.S. Mid Cap - Value26fund risk0.81%
American Beacon Mid Cap Value Fund Institutional ClassAACIXB++U.S. Mid Cap - Value33fund risk0.98%
Fidelity Advisor Energy Fund I ClassFANIXC++U.S. All Cap - Value45fund risk0.86%
Specialty     
Prudential Jennison Utility Fund Class ZPRUZXD--U.S. Real Estate20fund risk0.55%
Fidelity Real Estate IndexFSRNXC--U.S. Real Estate31fund risk0.07%
Fidelity Select Advisor Gold Fund Class IFGDIXA--Gold39fund risk0.84%
Global & Intl. Equity     
Fidelity Advisor International Discovery Fund Class IFIADXA-International Large Cap - Growth18fund risk0.97%
Fidelity International IndexFSPSXBInternational Large Cap18fund risk0.06%
Oppenheimer International Growth Fund Class IOIGIXA-International Large Cap - Growth19fund risk0.72%
Thornburg Global Opportunities Fund Class R5THOFXA++International Small Cap19fund risk0.99%
Oppenheimer Developing Markets Fund Class YODVYXD++Emerging Markets20fund risk1.01%
PIMCO Foreign Bond (Unhedged) Fund Institutional ClassPFUIXD++International Small Cap7fund risk0.5%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
American Century Short Term Government Fund Investor ClassTWUSXC-U.S. Treasury - Short / Intermediate1fund risk0.55%
Fidelity Advisor Floating Rate High Income Fund I ClassFFRIXA++Bond - U.S. High Yield3fund risk0.75%
Prudential Total Return Bond Fund Class QPTRQXB-Bond - Multi Sector4fund risk0.52%
Fidelity Advisor Strategic Income Fund Class IFSRIXB++Bond - U.S. High Yield4fund risk0.75%
PIMCO High Yield Fund Institutional ClassPHIYXC++Bond - U.S. High Yield6fund risk0.55%
Other     
Fidelity Government Money Market FundSPAXX Other0fund risk0%
Fidelity Freedom K 2060 FundFDKNX Other0fund risk0%
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