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

Northeast Health System 403(B) Retirement 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     
Neuberger Berman Socially Responsive Fund Trust ClassNBSTXDU.S. All Cap14fund risk1.04%
Columbia Large Cap Index Fund Class ANEIAXCU.S. Large Cap15fund risk0.45%
JPMorgan Small Cap Equity Fund Class AVSEAXA--U.S. Small Cap15fund risk1.29%
Columbia Mid Cap Index Fund Class ANTIAXF+U.S. Mid Cap16fund risk0.45%
American Funds American Balanced Fund Class AABALXBU.S. Large Cap9fund risk0.61%
U.S. Equities - Growth     
Victory Munder Mid-Cap Core Growth Fund Class AMGOAXF++U.S. Mid Cap - Growth17fund risk1.32%
American Funds The Growth Fund of America Class AAGTHXDU.S. All Cap - Growth17fund risk0.7%
Oak Ridge Small Cap Growth Fund Class AORIGXC--U.S. Small Cap - Growth19fund risk1.4%
U.S. Equities - Value     
Delaware Value Fund Class ADDVAXFU.S. Large Cap - Value13fund risk1.01%
AllianzGI NFJ Dividend Value Fund Administrative ClassANDAXF+U.S. Mega Cap - Value14fund risk0.95%
MFS Mid Cap Value Fund Class R4MVCJXBU.S. Mid Cap - Value14fund risk0.98%
AllianzGI NFJ Small-Cap Value Fund Administrative ClassPVADXC--U.S. Small Cap - Value16fund risk1.02%
Vanguard Energy Fund Admiral SharesVGELXFU.S. All Cap - Value20fund risk0.32%
Voya Global Real Estate Fund Class AIGLAXB++U.S. Real Estate11fund risk1.24%
First Eagle Gold Fund Class ASGGDXA++Gold21fund risk1.25%
Global & Intl. Equity     
Columbia Acorn International Fund Class ALAIAXCInternational Large Cap - Growth14fund risk1.23%
American Funds EuroPacific Growth Fund Class AAEPGXCInternational Large Cap - Growth14fund risk0.84%
Nuveen International Growth Fund Class ANBQAXDInternational Large Cap - Growth18fund risk1.42%
Oppenheimer Global Strategic Income Class AOPSIXA-Emerging Markets4fund risk0.93%
US Cash / Money MarketUSCASHC+U.S. Cash / Money Market0fund risk0%
MFS Government Securities Fund Class R3MFGHXC++U.S. Treasury - Intermediate3fund risk0.87%
American Funds American High-Income Trust Class AAHITXC++Bond - U.S. High Yield4fund risk0.66%
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