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

Personal Capital Corporation Retirement Trust

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 Institutional Target Retirement 2025 Fund Institutional SharesVRIVXCU.S. All Cap11fund risk0%
Vanguard Institutional Target Retirement 2030 Fund Institutional SharesVTTWXCU.S. All Cap13fund risk0%
Vanguard Institutional Target Retirement 2035 Fund Institutional SharesVITFXCU.S. All Cap14fund risk0%
Vanguard Institutional Target Retirement 2040 Fund Institutional SharesVIRSXCU.S. All Cap16fund risk0%
Vanguard Institutional Target Retirement 2045 Fund Institutional SharesVITLXCU.S. All Cap17fund risk0%
Vanguard Institutional Target Retirement 2060 Fund Institutional SharesVILVXCU.S. All Cap17fund risk0%
Vanguard Institutional Target Retirement 2050 Fund Institutional SharesVTRLXBU.S. All Cap17fund risk0%
Vanguard Institutional Target Retirement 2055 Fund Institutional SharesVIVLXCU.S. All Cap17fund risk0%
SPDR S&P 500 ETF TrustSPYCU.S. Large Cap20fund risk0.09%
Vanguard 500 Index Fund Admiral ClassVFIAXCU.S. Large Cap21fund risk0.05%
Vanguard Total Stock Market ETFVTICU.S. All Cap21fund risk0.05%
Vanguard Total Stock Market Index Fund Admiral SharesVTSAXCU.S. All Cap21fund risk0.05%
Vanguard Mid-Cap ETFVOC++U.S. Mid Cap23fund risk0.09%
Vanguard Mid-Cap Index Fund Admiral SharesVIMAXD++U.S. Mid Cap23fund risk0.09%
Vanguard Small-Cap ETFVBC++U.S. Small Cap27fund risk0.09%
Vanguard Small-Cap Index Fund Admiral SharesVSMAXC++U.S. Small Cap27fund risk0.09%
Vanguard Institutional Target Retirement Income Fund Institutional SharesVITRXCU.S. All Cap6fund risk0%
Vanguard Institutional Target Retirement 2015 Fund Institutional SharesVITVXDU.S. All Cap7fund risk0%
Vanguard Institutional Target Retirement 2020 Fund Institutional SharesVITWXCU.S. All Cap10fund risk0%
U.S. Equities - Growth     
Vanguard Growth ETFVUGB--U.S. Large Cap - Growth24fund risk0.09%
Vanguard Growth Index Fund Admiral SharesVIGAXC--U.S. Large Cap - Growth24fund risk0.09%
U.S. Equities - Value     
Vanguard Value ETFVTVB+U.S. Mega Cap - Value21fund risk0.09%
Vanguard Value Index Fund Admiral SharesVVIAXC+U.S. Mega Cap - Value22fund risk0.09%
Vanguard REIT ETFVNQC--U.S. Real Estate27fund risk0.1%
Vanguard REIT Index Fund Admiral SharesVGSLXC--U.S. Real Estate27fund risk0.1%
iShares International Treasury Bond ETFIGOVC--Gold6fund risk0%
Global & Intl. Equity     
Vanguard Total International Stock Index Fund Admiral SharesVTIAXAInternational Large Cap18fund risk0.14%
Vanguard Emerging Markets Stock Index Fund Admiral SharesVEMAXC++Emerging Markets19fund risk0.15%
Vanguard FTSE All-World ex-US ETFVEUBInternational Large Cap19fund risk0.15%
Vanguard FTSE Developed Markets ETFVEABInternational Large Cap19fund risk0.09%
Vanguard FTSE Emerging Markets ETFVWOD++Emerging Markets22fund risk0.15%
Citibank Money Market AccountCU.S. Cash / Money Market0fund risk0%
Vanguard Short-Term Bond Index Fund Admiral SharesVBIRXC-U.S. Treasury - Short / Intermediate1fund risk0.1%
SPDR Barclays High Yield Bond ETFJNKD++Bond - U.S. High Yield11fund risk0.4%
VanEck Vectors Emerging Markets Aggregate Bond ETFEMAGBBond - Emerging Market13fund risk0%
Vanguard Total Bond Market Index Fund Admiral SharesVBTLXC-Bond - Multi Sector3fund risk0.08%
Vanguard Total Bond Market ETFBNDC-Bond - Multi Sector3fund risk0.08%
DFA Intermediate Government Fixed Income Portfolio Institutional ClassDFIGXC--U.S. Treasury - Intermediate4fund risk0.12%
DFA Inflation-Protected Securities Portfolio Institutional ClassDIPSXC+U.S. Treasury - TIPS4fund risk0.12%
iShares 7-10 Year Treasury Bond ETFIEFC--U.S. Treasury - Intermediate4fund risk0.15%
iShares TIPS Bond ETFTIPC+U.S. Treasury - TIPS5fund risk0.2%
iShares iBoxx $ Investment Grade Corporate Bond ETFLQDC-Bond - U.S. Corporate9fund risk0.15%
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