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     
MFS Conservative Allocation Fund Class AMACFXB--U.S. Mid Cap12fund risk0.32%
T. Rowe Price Retirement 2015 Fund Advisor ClassPARHXB--U.S. Mid Cap15fund risk0.25%
T. Rowe Price Retirement 2020 Fund Advisor ClassPARBXB--U.S. Mid Cap17fund risk0.25%
BlackRock Global Allocation Fund, Inc. Investor A SharesMDLOXBU.S. All Cap17fund risk1.05%
MFS Moderate Allocation Fund Class AMAMAXB--U.S. Mid Cap18fund risk0.33%
T. Rowe Price Retirement 2025 Fund Advisor ClassPARJXB--U.S. Mid Cap20fund risk0.25%
T. Rowe Price Retirement 2030 Fund Advisor ClassPARCXB--U.S. Mid Cap22fund risk0.25%
T. Rowe Price Capital Appreciation FundPRWCXA--U.S. Mid Cap23fund risk0.71%
MFS Growth Allocation Fund Class AMAGWXB--U.S. Mid Cap24fund risk0.34%
T. Rowe Price Retirement 2035 Fund Advisor ClassPARKXB--U.S. Mid Cap24fund risk0.25%
T. Rowe Price Retirement 2050 Fund Advisor ClassPARFXB--U.S. Mid Cap27fund risk0.25%
Vanguard Health Care Fund Investor SharesVGHCXA+U.S. Mega Cap27fund risk0.35%
MFS Aggressive Growth Allocation Fund Class AMAAGXDU.S. All Cap29fund risk0.37%
American Funds Capital World Growth and Income Fund Class ACWGIXDU.S. All Cap29fund risk0.8%
MFS Global Equity Fund Class AMWEFXFU.S. All Cap30fund risk1.29%
American Funds Fundamental Investors Class AANCFXDU.S. All Cap32fund risk0.63%
Franklin Rising Dividends Fund Class AFRDPXFU.S. Large Cap33fund risk0.93%
JPMorgan Equity Index Fund Class AOGEAXCU.S. Large Cap33fund risk0.45%
Vanguard 500 Index Fund Investor ClassVFINXCU.S. Large Cap34fund risk0.17%
Vanguard 500 Index Fund Admiral ClassVFIAXCU.S. Large Cap34fund risk0.05%
Vanguard Total Stock Market Index Fund Admiral SharesVTSAXCU.S. All Cap34fund risk0.05%
Davis New York Venture Fund Class ANYVTXFU.S. All Cap34fund risk0.88%
AllianzGI Global Small-Cap Fund Class ARGSAXB--U.S. Mid Cap35fund risk1.61%
Vanguard Mid-Cap Index Fund Admiral SharesVIMAXB--U.S. Mid Cap36fund risk0.09%
Dreyfus Opportunistic Midcap Value Fund Class ADMCVXC--U.S. Mid Cap36fund risk1.18%
Fidelity Advisor Small Cap Fund Class AFSCDXB--U.S. Small Cap37fund risk1%
Vanguard Small-Cap Index Fund Admiral SharesVSMAXC--U.S. Small Cap39fund risk0.09%
U.S. Equities - Growth     
T. Rowe Price Retirement 2040 Fund Advisor ClassPARDXF++U.S. Mid Cap - Growth25fund risk0.25%
T. Rowe Price Retirement 2045 Fund Advisor ClassPARLXF++U.S. Mid Cap - Growth27fund risk0.25%
T. Rowe Price Retirement 2055 Fund Advisor ClassPAROXF++U.S. Mid Cap - Growth27fund risk0.25%
AllianzGI Health Sciences Fund Class ARAGHXF++U.S. Large Cap - Growth28fund risk1.46%
American Funds SMALLCAP World Fund Class ASMCWXB++U.S. Mid Cap - Growth29fund risk1.13%
Deutsche Health and Wellness Fund Class ASUHAXF++U.S. Large Cap - Growth29fund risk1.34%
Delaware Healthcare Fund Class ADLHAXB++U.S. All Cap - Growth29fund risk1.38%
Fidelity Advisor New Insights Fund Class AFNIAXF++U.S. All Cap - Growth31fund risk0.94%
T. Rowe Price Blue Chip Growth FundTRBCXC++U.S. Large Cap - Growth33fund risk0.74%
Vanguard U.S Growth Portfolio Fund Investor SharesVWUSXA++U.S. All Cap - Growth33fund risk0.45%
Deutsche Science and Technology Fund Class SKTCSXA++U.S. Mega Cap - Growth34fund risk0.94%
Fidelity Growth Strategies FundFDEGXC++U.S. Mid Cap - Growth34fund risk0.69%
AB Discovery Growth Fund Class ACHCLXA++U.S. Mid Cap - Growth36fund risk1.12%
Columbia Global Technology Growth Fund Class ZCMTFXA++U.S. Large Cap - Growth36fund risk1.21%
Baron Small Cap Fund Retail ClassBSCFXC++U.S. Mid Cap - Growth37fund risk1.31%
Dreyfus Technology Growth Fund Class ADTGRXA++U.S. All Cap - Growth37fund risk1.39%
Victory RS Science and Technology Fund Class ARSIFXA++U.S. All Cap - Growth38fund risk1.49%
U.S. Equities - Value     
Franklin Income Fund Class AFKINXD--U.S. Large Cap - Value18fund risk0.62%
BlackRock Equity Dividend Fund Investor A SharesMDDVXC--U.S. Large Cap - Value32fund risk0.99%
MFS Utilities Fund Class AMMUFXB--U.S. Large Cap - Value32fund risk1.01%
Franklin Mutual Global Discovery Fund Class ATEDIXF--U.S. All Cap - Value34fund risk1.28%
Delaware Value Fund Class ADDVAXC--U.S. Mega Cap - Value34fund risk1.01%
SunAmerica Focused Dividend Strategy Portfolio Class A SharesFDSAXC--U.S. Mega Cap - Value34fund risk0.98%
Cambiar Opportunity Fund Class InvestorCAMOXA--U.S. Large Cap - Value34fund risk1.2%
Hennessy Gas Utility Fund Investor ClassGASFXF--U.S. Large Cap - Value36fund risk0.8%
JPMorgan Value Advantage Fund Class A SharesJVAAXD--U.S. All Cap - Value37fund risk1.24%
MFS Mid Cap Value Fund Class AMVCAXB--U.S. Mid Cap - Value38fund risk1.21%
American Beacon Large Cap Value Fund Investor ClassAAGPXC--U.S. All Cap - Value38fund risk0.93%
Oakmark Fund Class IOAKMXA--U.S. Mid Cap - Value39fund risk0.95%
Invesco Comstock Fund Class AACSTXD--U.S. All Cap - Value40fund risk0.81%
Invesco American Value Fund Class AMSAVXC--U.S. Mid Cap - Value40fund risk1.19%
Specialty     
Deutsche Enhanced Commodity Strategy Fund Class ASKNRXD--Commodities13fund risk1.31%
MFS Diversified Income Fund Class ADIFAXC--U.S. Real Estate15fund risk1.06%
PIMCO CommodityRealReturn Strategy Fund Administrative ClassPCRRXB--Commodities20fund risk0.99%
Fidelity Real Estate Income FundFRIFXD--U.S. Real Estate24fund risk0.84%
First Eagle Gold Fund Class ASGGDXA++Gold34fund risk1.25%
Templeton Global Bond Fund Class ATPINXD++Gold5fund risk0.86%
Cohen & Steers Realty Shares FundCSRSXB--U.S. Real Estate40fund risk0.97%
Vanguard REIT Index Fund Investor SharesVGSIXB--U.S. Real Estate41fund risk0.24%
T. Rowe Price Real Estate AdvPAREXF--U.S. Real Estate41fund risk1.03%
Oppenheimer Gold & Special Minerals Fund Class AOPGSXA++Gold43fund risk1.21%
Franklin Gold and Precious Metals Fund Class AFKRCXA++Gold43fund risk1.01%
Global & Intl. Equity     
Invesco Balanced-Risk Allocation Fund Class AABRZXC--International Large Cap12fund risk1.14%
First Eagle Overseas Fund Class ASGOVXC--Europe18fund risk1.15%
Franklin Adjustable U.S. Government Securities Fund Class AFISAXC--International Large Cap - Value3fund risk0.87%
Ivy Asset Strategy Fund Class AWASAXA--Europe22fund risk0.96%
BlackRock Pacific Fund Investor A SharesMDPCXA--Emerging Markets25fund risk1.13%
American Funds EuroPacific Growth Fund Class R-4REREXA--Europe27fund risk0.84%
Thornburg International Value Fund Class ATGVAXA--Europe27fund risk1.25%
Morgan Stanley Institutional Fund, Inc. International Real Estate Portfolio Class AIERBXF--International Small Cap28fund risk1.27%
Vanguard Total International Stock Index Fund Admiral SharesVTIAXB--International Large Cap28fund risk0.14%
AllianzGI NFJ International Value Fund Class AAFJAXC--International Large Cap29fund risk1.24%
Vanguard Precious Metals And Mining Fund Investor SharesVGPMXA--International Large Cap29fund risk0.25%
Janus Overseas Fund Class RJDIRXA--Europe30fund risk1.18%
Delaware Emerging Markets Fund Class ADEMAXA--Emerging Markets32fund risk1.71%
Vanguard Energy Fund Investor SharesVGENXF--International Large Cap - Value46fund risk0.38%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Goldman Sachs Short Duration Government Fund Class A SharesGSSDXB++Bond - Multi Sector2fund risk0.82%
Columbia High Yield Bond Fund Class ZCHYZXD-Bond - U.S. High Yield11fund risk0.82%
John Hancock Focused High Yield Fund Class AJHHBXC-Bond - U.S. High Yield12fund risk0.97%
BlackRock High Yield Municipal Fund Investor A SharesMDYHXF+Bond - U.S. Municipals12fund risk0.94%
AB High Income Fund Class AAGDAXF-Bond - U.S. High Yield12fund risk0.9%
JPMorgan Emerging Markets Debt Fund Class AJEDAXDBond - Emerging Market13fund risk1.25%
Nuveen High Yield Municipal Bond Fund Class ANHMAXF+Bond - U.S. Municipals13fund risk0.79%
Vanguard Long-Term Investment-Grade Fund Investor SharesVWESXD++Bond - Multi Sector14fund risk0.22%
Fidelity Advisor High Income Advantage Fund Class TFAHYXC-Bond - U.S. High Yield16fund risk1.01%
PIMCO Short-Term Fund Administrative ClassPSFAXB++Bond - U.S. Corporate2fund risk0.7%
Vanguard Short-Term Bond Index Fund Investor SharesVBISXB++Bond - Multi Sector2fund risk0.2%
Russell Short Duration Bond Fund Class SRFBSXB++Bond - U.S. Corporate3fund risk0.62%
PIMCO Long-Term U.S. Government Fund Administrative ClassPLGBXB++U.S. Treasury - Long21fund risk0.72%
Calvert Short Duration Income Fund Class ACSDAXC++Bond - U.S. Corporate4fund risk1.08%
JPMorgan Government Bond Fund Class AOGGAXC++U.S. Treasury - Intermediate5fund risk0.74%
MFS Government Securities Fund Class AMFGSXC++U.S. Treasury - Intermediate5fund risk0.87%
TCW Core Fixed Income Fund Class NTGFNXB++Bond - Multi Sector5fund risk0.77%
JPMorgan Core Plus Bond Fund Class AONIAXC++Bond - Multi Sector5fund risk0.75%
JPMorgan Core Bond Fund Class APGBOXB++Bond - Multi Sector5fund risk0.75%
Vanguard Total Bond Market Index Fund Investor SharesVBMFXC++Bond - Multi Sector5fund risk0.2%
PIMCO Total Return Fund Administrative ClassPTRAXC++Bond - Multi Sector6fund risk0.71%
Delaware Diversified Income Fund Class ADPDFXB++Bond - U.S. Corporate6fund risk0.9%
Harbor Bond Fund Institutional ClassHABDXC++Bond - Multi Sector6fund risk0.53%
PIMCO Global Bond (Unhedged) Fund Administrative ClassPADMXD++Bond - U.S. Corporate7fund risk0.8%
Invesco Intermediate Term Municipal Income Fund Class AVKLMXD+Bond - U.S. Municipals7fund risk0.79%
Russell Tax Exempt Bond Fund Class SRLVSXD+Bond - U.S. Municipals7fund risk0.53%
JPMorgan Intermediate Tax Free Bond Fund Class AJITAXC+Bond - U.S. Municipals7fund risk0.74%
Franklin High Yield Tax-Free Income Fund Class AFRHIXD+Bond - U.S. Municipals8fund risk0.63%
BlackRock Inflation Protected Bond Fund Investor A SharesBPRAXC++U.S. Treasury - TIPS8fund risk0.76%
Fidelity Advisor Strategic Income Fund Class AFSTAXB-Bond - U.S. High Yield8fund risk0.98%
PIMCO Real Return Fund Administrative ClassPARRXC++U.S. Treasury - TIPS8fund risk0.7%
Other     
Vanguard Long-Term Bond Index Fund Investor SharesVBLTX Other0fund risk0.2%
AllianzGI Global Natural Resources Fund Class AARMAX Other0fund risk1.41%
Invesco Gold and Precious Metals Fund Class InvestorFGLDX Other0fund risk1.45%
BlackRock Energy & Resources Portfolio Investor A SharesSSGRX Other0fund risk1.34%
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%
Oppenheimer Government Cash Reserves Fund Class ACRSXX Other0fund risk0%
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