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

Surveymonkey 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     
Vanguard Target Retirement 2035 Fund Investor SharesVTTHXCU.S. All Cap11fund risk0.19%
Vanguard Target Retirement 2040 Fund Investor SharesVFORXCU.S. All Cap12fund risk0.19%
Vanguard Target Retirement 2045 Fund Investor SharesVTIVXCU.S. All Cap13fund risk0.19%
Vanguard Target Retirement 2055 Fund Investor SharesVFFVXCU.S. All Cap13fund risk0.19%
Vanguard Target Retirement 2050 Fund Investor SharesVFIFXCU.S. All Cap13fund risk0.19%
Vanguard Target Retirement 2060 Fund Investor SharesVTTSXCU.S. All Cap13fund risk0.18%
Vanguard Div Apprec Idx AdmAU.S. Large Cap15fund risk0.2%
Vanguard 500 Index Fund Admiral ClassVFIAXCU.S. Large Cap17fund risk0.05%
Vanguard FTSE Social Index Fund Investor SharesVFTSXCU.S. Large Cap17fund risk0.28%
Vanguard PRIMECAP Core Fund Investor SharesVPCCXDU.S. All Cap18fund risk0.5%
Vanguard Small-Cap Index Fund Admiral SharesVSMAXB--U.S. Small Cap18fund risk0.09%
Fidelity Extended Market IndexFSMAXB--U.S. Small Cap19fund risk0%
Vanguard Target Retirement 2015 Fund Investor SharesVTXVXAU.S. Large Cap5fund risk0.17%
Vanguard Target Retirement 2020 Fund Investor SharesVTWNXBU.S. All Cap7fund risk0.17%
Vanguard Target Retirement 2025 Fund Investor SharesVTTVXBU.S. All Cap9fund risk0.18%
Pax Balanced Fund Class InstitutionalPAXIXBU.S. All Cap9fund risk0.66%
Vanguard Target Retirement 2030 Fund Investor SharesVTHRXBU.S. All Cap10fund risk0.18%
U.S. Equities - Growth     
Vanguard Mid-Cap Growth Index Fund Admiral SharesVMGMXCU.S. Mid Cap - Growth19fund risk0.09%
Vanguard Small-Cap Growth Index Fund Admiral SharesVSGAXA--U.S. Small Cap - Growth21fund risk0%
Vanguard Target Retirement Income Fund Investor SharesVTINXAU.S. All Cap - Growth4fund risk0.17%
U.S. Equities - Value     
Vanguard Equity-Income Fund Admiral SharesVEIRXB+U.S. Mega Cap - Value14fund risk0.21%
JPMorgan Mid Cap Value R6CU.S. Mid Cap - Value15fund risk0.74%
Vanguard Mid-Cap Value Index Fund Admiral SharesVMVAXCU.S. Mid Cap - Value15fund risk0.09%
DFA U.S. Targeted Value Portfolio Institutional ClassDFFVXD--U.S. Small Cap - Value20fund risk0.37%
DFA Commodity Strategy Portfolio Institutional Class SharesDCMSXC--Commodities12fund risk0.34%
Global & Intl. Equity     
Fidelity International IndexFSPSXB--Europe13fund risk0.06%
Dodge & Cox International Stock FundDODFXC--International Large Cap15fund risk0.64%
DFA Emerging Markets Core Equity Portfolio Institutional ClassDFCEXD--Emerging Markets15fund risk0.63%
Vanguard Federal Money Market Fund Investor SharesVMFXXD+U.S. Cash / Money Market0fund risk0%
US Cash / Money MarketUSCASHC+U.S. Cash / Money Market0fund risk0%
Vanguard Total Bond Market Index Fund Admiral SharesVBTLXB++U.S. Treasury - Intermediate3fund risk0.08%
DFA Inflation-Protected Securities Portfolio Institutional ClassDIPSXC++U.S. Treasury - TIPS4fund risk0.12%
Vanguard High-Yield Corporate Fund Admiral SharesVWEAXC++Bond - U.S. High Yield4fund risk0.13%
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