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

multco custom

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 Index Fund Institutional SharesVINIXDU.S. Large Cap34fund risk0.04%
Vanguard Mid-Cap Index Fund Institutional SharesVMCIXC++U.S. Mid Cap36fund risk0.08%
Vanguard Small-Cap Index Fund Institutional SharesVSCIXD++U.S. Small Cap40fund risk0.08%
U.S. Equities - Value     
Vanguard Small Capitalization Value Index Fund Investor SharesVISVXA+U.S. Mid Cap - Value44fund risk0.24%
Global & Intl. Equity     
Vanguard Developed Markets Index Fund Admiral SharesVTMGXBInternational Large Cap30fund risk0.09%
Bonds     
Vanguard Intermediate-Term Bond Index Fund Admiral SharesVBILXCBond - Multi Sector5fund 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