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

Alliant Credit Union HSA

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     
T. Rowe Price Retirement 2050 Fund Advisor ClassPARFXCU.S. All Cap10fund risk0.25%
T. Rowe Price Retirement 2045 Fund Advisor ClassPARLXCU.S. All Cap10fund risk0.25%
T. Rowe Price Retirement 2055 Fund Advisor ClassPAROXCU.S. All Cap10fund risk0.25%
MFS Aggressive Growth Allocation Fund Class AMAAGXBU.S. All Cap10fund risk0.37%
MFS Global Equity Fund Class AMWEFXBU.S. Large Cap11fund risk1.29%
American Funds Capital World Growth and Income Fund Class ACWGIXC+U.S. Mega Cap11fund risk0.8%
Vanguard 500 Index Fund Admiral ClassVFIAXCU.S. Large Cap12fund risk0.05%
Vanguard 500 Index Fund Investor ClassVFINXCU.S. Large Cap12fund risk0.17%
JPMorgan Equity Index Fund Class AOGEAXCU.S. Large Cap13fund risk0.45%
American Funds Fundamental Investors Class AANCFXCU.S. Large Cap13fund risk0.63%
Vanguard Total Stock Market Index Fund Admiral SharesVTSAXCU.S. All Cap13fund risk0.05%
Franklin Rising Dividends Fund Class AFRDPXDU.S. Large Cap13fund risk0.93%
Vanguard Mid-Cap Index Fund Admiral SharesVIMAXC-U.S. Mid Cap13fund risk0.09%
AllianzGI Global Small-Cap Fund Class ARGSAXD-U.S. Mid Cap13fund risk1.61%
AllianzGI Health Sciences Fund Class ARAGHXAU.S. All Cap14fund risk1.46%
Fidelity Advisor Small Cap Fund Class AFSCDXA--U.S. Small Cap14fund risk1%
Vanguard Small-Cap Index Fund Admiral SharesVSMAXC--U.S. Small Cap15fund risk0.09%
Davis New York Venture Fund Class ANYVTXDU.S. All Cap15fund risk0.88%
Dreyfus Opportunistic Midcap Value Fund Class ADMCVXD-U.S. Mid Cap15fund risk1.18%
T. Rowe Price Retirement 2015 Fund Advisor ClassPARHXBU.S. Large Cap5fund risk0.25%
T. Rowe Price Retirement 2020 Fund Advisor ClassPARBXBU.S. All Cap6fund risk0.25%
MFS Moderate Allocation Fund Class AMAMAXBU.S. Large Cap6fund risk0.33%
T. Rowe Price Retirement 2025 Fund Advisor ClassPARJXBU.S. Large Cap7fund risk0.25%
T. Rowe Price Capital Appreciation FundPRWCXBU.S. Large Cap8fund risk0.71%
Ivy Asset Strategy Fund Class AWASAXC+U.S. Mega Cap8fund risk0.96%
T. Rowe Price Retirement 2030 Fund Advisor ClassPARCXBU.S. All Cap8fund risk0.25%
MFS Growth Allocation Fund Class AMAGWXBU.S. All Cap9fund risk0.34%
T. Rowe Price Retirement 2035 Fund Advisor ClassPARKXCU.S. All Cap9fund risk0.25%
T. Rowe Price Retirement 2040 Fund Advisor ClassPARDXCU.S. All Cap10fund risk0.25%
U.S. Equities - Growth     
American Funds SMALLCAP World Fund Class ASMCWXA-U.S. Mid Cap - Growth12fund risk1.13%
Fidelity Advisor New Insights Fund Class AFNIAXDU.S. All Cap - Growth13fund risk0.94%
Vanguard Health Care Fund Investor SharesVGHCXA--U.S. Small Cap - Growth13fund risk0.35%
Deutsche Health and Wellness Fund Class ASUHAXA-U.S. Mid Cap - Growth14fund risk1.34%
Fidelity Growth Strategies FundFDEGXB-U.S. Mid Cap - Growth14fund risk0.69%
T. Rowe Price Blue Chip Growth FundTRBCXFU.S. Large Cap - Growth15fund risk0.74%
Vanguard U.S Growth Portfolio Fund Investor SharesVWUSXFU.S. All Cap - Growth16fund risk0.45%
Baron Small Cap Fund Retail ClassBSCFXD-U.S. Mid Cap - Growth16fund risk1.31%
Delaware Healthcare Fund Class ADLHAXA--U.S. Micro Cap - Growth16fund risk1.38%
Deutsche Science and Technology Fund Class SKTCSXDU.S. Large Cap - Growth17fund risk0.94%
Columbia Global Technology Growth Fund Class ZCMTFXDU.S. Large Cap - Growth18fund risk1.21%
AB Discovery Growth Fund Class ACHCLXF-U.S. Mid Cap - Growth19fund risk1.12%
Dreyfus Technology Growth Fund Class ADTGRXFU.S. All Cap - Growth19fund risk1.39%
Victory RS Science and Technology Fund Class ARSIFXB--U.S. Small Cap - Growth21fund risk1.49%
MFS Conservative Allocation Fund Class AMACFXA-U.S. Mid Cap - Growth4fund risk0.32%
U.S. Equities - Value     
Franklin Mutual Global Discovery Fund Class ATEDIXCU.S. All Cap - Value11fund risk1.28%
BlackRock Equity Dividend Fund Investor A SharesMDDVXCU.S. Large Cap - Value11fund risk0.99%
Delaware Value Fund Class ADDVAXDU.S. Large Cap - Value12fund risk1.01%
JPMorgan Value Advantage Fund Class A SharesJVAAXCU.S. All Cap - Value12fund risk1.24%
MFS Mid Cap Value Fund Class AMVCAXB-U.S. Mid Cap - Value12fund risk1.21%
American Beacon Large Cap Value Fund Investor ClassAAGPXCU.S. All Cap - Value13fund risk0.93%
Cambiar Opportunity Fund Class InvestorCAMOXBU.S. All Cap - Value13fund risk1.2%
Invesco Comstock Fund Class AACSTXDU.S. All Cap - Value14fund risk0.81%
SunAmerica Focused Dividend Strategy Portfolio Class A SharesFDSAXFU.S. All Cap - Value14fund risk0.98%
AllianzGI Global Natural Resources Fund Class AARMAXFU.S. All Cap - Value15fund risk1.41%
Oakmark Fund Class IOAKMXDU.S. All Cap - Value16fund risk0.95%
Invesco American Value Fund Class AMSAVXD-U.S. Mid Cap - Value16fund risk1.19%
Vanguard Energy Fund Investor SharesVGENXFU.S. All Cap - Value17fund risk0.38%
BlackRock Energy & Resources Portfolio Investor A SharesSSGRXF--U.S. Small Cap - Value24fund risk1.34%
Templeton Global Bond Fund Class ATPINXFU.S. All Cap - Value5fund risk0.86%
Franklin Income Fund Class AFKINXCU.S. Large Cap - Value7fund risk0.62%
Specialty     
PIMCO CommodityRealReturn Strategy Fund Administrative ClassPCRRXBCommodities12fund risk0.99%
T. Rowe Price Real Estate AdvPAREXC+U.S. Real Estate12fund risk1.03%
Vanguard REIT Index Fund Investor SharesVGSIXB+U.S. Real Estate12fund risk0.24%
Cohen & Steers Realty Shares FundCSRSXA+U.S. Real Estate12fund risk0.97%
Fidelity Real Estate Income FundFRIFXA+U.S. Real Estate4fund risk0.84%
MFS Diversified Income Fund Class ADIFAXA+U.S. Real Estate4fund risk1.06%
MFS Utilities Fund Class AMMUFXA+U.S. Real Estate8fund risk1.01%
Deutsche Enhanced Commodity Strategy Fund Class ASKNRXDCommodities10fund risk1.31%
Hennessy Gas Utility Fund Investor ClassGASFXA+U.S. Real Estate10fund risk0.8%
Global & Intl. Equity     
Oppenheimer Government Cash Reserves Fund Class ACRSXXC+Europe0fund risk0%
Vanguard Precious Metals And Mining Fund Investor SharesVGPMXA-International Large Cap10fund risk0.25%
Thornburg International Value Fund Class ATGVAXC++International Large Cap10fund risk1.25%
Vanguard Total International Stock Index Fund Admiral SharesVTIAXA-International Large Cap10fund risk0.14%
AllianzGI NFJ International Value Fund Class AAFJAXB-International Large Cap11fund risk1.24%
American Funds EuroPacific Growth Fund Class R-4REREXBInternational Large Cap - Growth12fund risk0.84%
Janus Overseas Fund Class RJDIRXA--Pacific12fund risk1.18%
BlackRock Pacific Fund Investor A SharesMDPCXB--Emerging Markets14fund risk1.13%
Delaware Emerging Markets Fund Class ADEMAXA--Emerging Markets15fund risk1.71%
Invesco Balanced-Risk Allocation Fund Class AABRZXB++International Large Cap - Growth5fund risk1.14%
BlackRock Global Allocation Fund, Inc. Investor A SharesMDLOXAInternational Large Cap - Growth6fund risk1.05%
First Eagle Overseas Fund Class ASGOVXBInternational Large Cap - Growth7fund risk1.15%
Morgan Stanley Institutional Fund, Inc. International Real Estate Portfolio Class AIERBXA--Pacific ex-Japan10fund risk1.27%
Bonds     
US Cash / Money MarketUSCASHC+U.S. Cash / Money Market0fund risk0%
PIMCO Short-Term Fund Administrative ClassPSFAXB+U.S. Treasury - Short1fund risk0.7%
Franklin Adjustable U.S. Government Securities Fund Class AFISAXC++Bond - Multi Sector1fund risk0.87%
Russell Short Duration Bond Fund Class SRFBSXC+U.S. Treasury - Short1fund risk0.62%
Russell Tax Exempt Bond Fund Class SRLVSXC++Bond - U.S. Municipals1fund risk0.53%
Calvert Short Duration Income Fund Class ACSDAXB++Bond - Multi Sector1fund risk1.08%
Goldman Sachs Short Duration Government Fund Class A SharesGSSDXC+U.S. Treasury - Short2fund risk0.82%
Invesco Intermediate Term Municipal Income Fund Class AVKLMXC++Bond - U.S. Municipals2fund risk0.79%
JPMorgan Intermediate Tax Free Bond Fund Class AJITAXC++Bond - U.S. Municipals2fund risk0.74%
Vanguard Short-Term Bond Index Fund Investor SharesVBISXC++U.S. Treasury - Short / Intermediate2fund risk0.2%
BlackRock High Yield Municipal Fund Investor A SharesMDYHXC++Bond - U.S. Municipals2fund risk0.94%
PIMCO Long-Term U.S. Government Fund Administrative ClassPLGBXC++U.S. Treasury - Long11fund risk0.72%
First Eagle Gold Fund Class ASGGDXA++U.S. Treasury - Short / Intermediate20fund risk1.25%
Franklin High Yield Tax-Free Income Fund Class AFRHIXC++Bond - U.S. Municipals2fund risk0.63%
Nuveen High Yield Municipal Bond Fund Class ANHMAXB++Bond - U.S. Municipals2fund risk0.79%
Fidelity Advisor Strategic Income Fund Class AFSTAXB++Bond - Emerging Market2fund risk0.98%
Oppenheimer Gold & Special Minerals Fund Class AOPGSXA++U.S. Treasury - TIPS21fund risk1.21%
Invesco Gold and Precious Metals Fund Class InvestorFGLDXA++U.S. Treasury - Short / Intermediate23fund risk1.45%
Franklin Gold and Precious Metals Fund Class AFKRCXA++U.S. Treasury - TIPS23fund risk1.01%
AB High Income Fund Class AAGDAXB++Bond - U.S. High Yield3fund risk0.9%
Delaware Diversified Income Fund Class ADPDFXC++Bond - U.S. Corporate3fund risk0.9%
JPMorgan Core Plus Bond Fund Class AONIAXB++U.S. Treasury - Intermediate3fund risk0.75%
PIMCO Global Bond (Unhedged) Fund Administrative ClassPADMXB++U.S. Treasury - TIPS3fund risk0.8%
MFS Government Securities Fund Class AMFGSXC++U.S. Treasury - Intermediate3fund risk0.87%
TCW Core Fixed Income Fund Class NTGFNXB++U.S. Treasury - Intermediate3fund risk0.77%
Vanguard Total Bond Market Index Fund Investor SharesVBMFXB++U.S. Treasury - Intermediate3fund risk0.2%
JPMorgan Government Bond Fund Class AOGGAXC++U.S. Treasury - Intermediate3fund risk0.74%
John Hancock Focused High Yield Fund Class AJHHBXC++Bond - U.S. High Yield4fund risk0.97%
JPMorgan Core Bond Fund Class APGBOXB++U.S. Treasury - Intermediate4fund risk0.75%
BlackRock Inflation Protected Bond Fund Investor A SharesBPRAXC++U.S. Treasury - TIPS4fund risk0.76%
Columbia High Yield Bond Fund Class ZCHYZXD++Bond - U.S. High Yield4fund risk0.82%
Harbor Bond Fund Institutional ClassHABDXB++U.S. Treasury - Intermediate4fund risk0.53%
PIMCO Real Return Fund Administrative ClassPARRXC++U.S. Treasury - TIPS4fund risk0.7%
JPMorgan Emerging Markets Debt Fund Class AJEDAXD++Bond - Emerging Market4fund risk1.25%
PIMCO Total Return Fund Administrative ClassPTRAXC++U.S. Treasury - Intermediate4fund risk0.71%
Fidelity Advisor High Income Advantage Fund Class TFAHYXF++Bond - U.S. High Yield6fund risk1.01%
Vanguard Long-Term Investment-Grade Fund Investor SharesVWESXA++U.S. Treasury - Long8fund risk0.22%
Other     
Vanguard Long-Term Bond Index Fund Investor SharesVBLTX Other0fund risk0.2%
Deutsche Core Fixed Income Fund Class SSFXSX Other0fund risk0.74%
Fidelity Advisor Emerging Markets Income Fund Class AFMKAX Other0fund risk1.17%
Eagle Mid Cap Stock Fund Class AHMCAX Other0fund risk1.22%
Keeley Small Cap Value Fund Class AKSCVX Other0fund risk1.36%
Manning & Napier World Opportunities Fund Class AEXWAX Other0fund risk1.07%
PIMCO Emerging Markets Bond Fund Administrative ClassPEBAX Other0fund risk1.08%
PIMCO Short Duration Municipal Income Fund Class DPSDDX Other0fund risk0.58%
PIMCO High Yield Fund Class DPHYDX Other0fund risk0.9%
PIMCO StocksPLUS Absolute Return Fund Class DPSTDX Other0fund risk1.04%
Putnam American Government Income Fund Class APAGVX Other0fund risk0.87%
Columbia Global Bond Fund Class AIGBFX Other0fund risk1.1%
Turner MidCap Growth Fund Class InvestorTMGFX Other0fund risk1.18%
JPMorgan Emerging Economies Fund Class A SharesJEEAX Other0fund risk1.6%
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