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

Total

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 Total Stock Market ETFVTICU.S. All Cap33fund risk0.05%
Vanguard Total Stock Market Index Fund Investor SharesVTSMXCU.S. All Cap34fund risk0.17%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Vanguard Total Bond Market Index Fund Investor SharesVBMFXC++Bond - Multi Sector5fund risk0.2%
Vanguard Total Bond Market ETFBNDB++Bond - Multi Sector9fund risk0.08%
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