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

Vanguard Retirement Portfolio

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 Wellington Fund Admiral SharesVWENXCU.S. Large Cap13fund risk0.18%
Vanguard Health Care Fund Admiral SharesVGHAXF-U.S. Mega Cap17fund risk0.3%
Vanguard 500 Index Fund Admiral ClassVFIAXCU.S. Large Cap21fund risk0.05%
Vanguard Small-Cap Index Fund Admiral SharesVSMAXC++U.S. Small Cap27fund risk0.09%
U.S. Equities - Growth     
Vanguard Mid-Cap Growth Index Fund Admiral SharesVMGMXB--U.S. Mid Cap - Growth24fund risk0.09%
Vanguard Growth Index Fund Admiral SharesVIGAXC--U.S. Large Cap - Growth24fund risk0.09%
Vanguard Small Capitalization Growth Index Fund Investor SharesVISGXC+U.S. Small Cap - Growth26fund risk0.24%
Vanguard Extended Market Index Fund Admiral SharesVEXAXA+U.S. Small Cap - Growth27fund risk0.1%
U.S. Equities - Value     
Vanguard Small Cap Value Index Fund Admiral SharesVSIAXC++U.S. Small Cap - Value31fund risk0.09%
Vanguard Selected Value Fund Investor SharesVASVXB++U.S. Mid Cap - Value33fund risk0.43%
Vanguard Short-Term Investment-Grade Fund Admiral SharesVFSUXB-Bond - U.S. Corporate2fund risk0.1%
Vanguard High Dividend Yield Index Fund Investor SharesVHDYX Other0fund risk0.19%
Vanguard Developed Markets Index Fund Admiral SharesVDMAX Other0fund risk0.1%
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