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

The Partners group USA INC 401k 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     
Columbia Balanced Fund Class Y SharesCBDYXBU.S. Large Cap13fund risk0.7%
Columbia Contrarian Core Fund Class YCOFYXBU.S. Large Cap21fund risk0.72%
Vanguard 500 Index Fund Admiral ClassVFIAXCU.S. Large Cap21fund risk0.05%
Vanguard Small-Cap Index Fund Admiral SharesVSMAXC++U.S. Small Cap27fund risk0.09%
VanEck Global Hard Assets Fund Class YGHAYXA++U.S. Mid Cap30fund risk1.13%
Vanguard Strategic Small-Cap Equity Fund Investor SharesVSTCXB++U.S. Small Cap30fund risk0.38%
U.S. Equities - Growth     
Alger Spectra Fund Class IASPIXF--U.S. All Cap - Growth26fund risk1.28%
Wells Fargo Small Company Growth Fund - Class InstWSCGXA+U.S. Small Cap - Growth27fund risk0.95%
AB Discovery Growth Fund Class ICHCIXA--U.S. Mid Cap - Growth28fund risk0.78%
U.S. Equities - Value     
JPMorgan Equity Income Fund Class R6OIEJXC+U.S. Mega Cap - Value21fund risk0.53%
Vanguard Mid-Cap Value Index Fund Admiral SharesVMVAXD++U.S. Mid Cap - Value27fund risk0.09%
Victory Sycamore Small Company Opportunity Fund Class IVSOIXF++U.S. Small Cap - Value32fund risk0.98%
Global & Intl. Equity     
Vanguard Total International Stock Index Fund Admiral SharesVTIAXAInternational Large Cap18fund risk0.14%
American Funds International Growth and Income Fund Class R-6RIGGXAInternational Large Cap18fund risk0.59%
Delaware Emerging Markets Fund Institutional ClassDEMIXB++Emerging Markets22fund risk1.46%
Bonds     
Vanguard Prime Money Market Fund Investor SharesVMMXXCU.S. Cash / Money Market0fund risk0%
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Vanguard Total Bond Market Index Fund Admiral SharesVBTLXC-Bond - Multi Sector3fund risk0.08%
Janus Flexible Bond Fund Class NJDFNXC-Bond - U.S. Corporate3fund risk0.45%
Vanguard Inflation-Protected Securities Fund Admiral SharesVAIPXC+U.S. Treasury - TIPS4fund 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