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

Agreeya Solutions 401(K)

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 Income Fund Class Institutional SharesJSIIXBU.S. All Cap7fund risk0.02%
U.S. Equities - Growth     
American Funds New Perspective Fund Class R-5RNPFXA--U.S. All Cap - Growth20fund risk0.5%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Prudential High-Yield Fund Class ZPHYZXA++Bond - U.S. High Yield7fund risk0.58%
Other     
JPMorgan Disciplined Equity Fund Institutional ClassJPIEX Other0fund 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