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

El Guapo 401k

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 2040 Fund Investor SharesVFORXDU.S. All Cap26fund risk0.19%
Vanguard Institutional Index Fund Institutional Plus SharesVIIIXCU.S. Large Cap34fund risk0.02%
Vanguard Mid-Cap Index Fund Institutional SharesVMCIXB--U.S. Mid Cap36fund risk0.08%
Bonds     
PIMCO Foreign Bond (Unhedged) Fund Institutional ClassPFUIXF++Bond - U.S. Corporate9fund risk0.5%
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