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

David&Goliath

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 Advisor Asset Manager 50% Fund Class TFFTMXCU.S. All Cap10fund risk1.22%
Fidelity Advisor Freedom 2020 Fund Class TFDTFXBU.S. All Cap10fund risk0.5%
Fidelity Advisor Freedom 2025 Fund Class TFTTWXBU.S. All Cap11fund risk0.5%
Fidelity Advisor Freedom 2030 Fund Class TFTFEXBU.S. All Cap13fund risk0.5%
Fidelity Advisor Asset Manager 70% Fund Class TFTASXCU.S. All Cap14fund risk1.3%
Fidelity Advisor Freedom 2035 Fund Class TFTTHXBU.S. All Cap16fund risk0.5%
Fidelity Advisor Asset Manager 85% Fund Class TFEYTXBU.S. All Cap17fund risk1.33%
Fidelity Advisor Freedom 2050 Fund Class TFFFQXBU.S. All Cap18fund risk0.5%
Fidelity Advisor Freedom 2045 Fund Class TFFFTXBU.S. All Cap18fund risk0.5%
Fidelity Advisor Freedom 2040 Fund Class TFTFFXBU.S. All Cap18fund risk0.5%
Prudential Jennison Equity Income Fund Class ASPQAXCU.S. All Cap19fund risk1.16%
Oppenheimer Main Street Select Fund Class AOMSOXBU.S. Large Cap21fund risk1.19%
John Hancock Fundamental Large Cap Core Fund Class ATAGRXBU.S. All Cap24fund risk1.1%
Dreyfus Opportunistic Midcap Value Fund Class ADMCVXB++U.S. Mid Cap24fund risk1.18%
Fidelity Advisor Mid Cap II Fund Class TFITIXA++U.S. Mid Cap26fund risk1.31%
Fidelity Advisor Small Cap Fund Class TFSCTXB++U.S. Small Cap27fund risk1.21%
Fidelity Advisor Freedom Income Fund Class TFTAFXCU.S. All Cap4fund risk0.5%
Fidelity Advisor Asset Manager 20% Fund Class TFTDWXCU.S. All Cap4fund risk1.09%
Fidelity Advisor Freedom 2005 Fund Class TFFTVXCU.S. All Cap5fund risk0.5%
Fidelity Advisor Freedom 2010 Fund Class TFCFTXBU.S. All Cap7fund risk0.5%
Fidelity Advisor Freedom 2015 Fund Class TFFVTXBU.S. All Cap9fund risk0.5%
U.S. Equities - Value     
Fidelity Advisor Stock Selector Large Cap Value Fund Class TFLUTXC++U.S. Large Cap - Value24fund risk1.31%
Fidelity Advisor Value Fund Class TFTVFXA++U.S. Mid Cap - Value31fund risk1.48%
Invesco Small Cap Value Fund Class AVSCAXA++U.S. Small Cap - Value41fund risk1.11%
Global & Intl. Equity     
AllianzGI NFJ International Value Fund Class AAFJAXAInternational Large Cap17fund risk1.24%
Fidelity Advisor International Discovery Fund Class TFTADXA-International Large Cap - Growth18fund risk1.57%
Oppenheimer Developing Markets Fund Class AODMAXD++Emerging Markets20fund risk1.35%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
PIMCO Total Return Fund Class APTTAXB-Bond - Multi Sector3fund risk0.85%
Fidelity Advisor Strategic Income Fund Class TFSIAXB++Bond - U.S. High Yield4fund risk0.98%
PIMCO Investment Grade Corporate Bond Fund Class APBDAXC-Bond - U.S. Corporate5fund risk0.9%
Fidelity Advisor High Income Advantage Fund Class TFAHYXA++Bond - U.S. High Yield9fund risk1.01%
Other     
Fidelity Prime Fund - Daily Money ClassFDAXX 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