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

marriott vacations worldwide

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 Mid-Cap Index Fund Admiral SharesVIMAXCU.S. Mid Cap17fund risk0.09%
Vanguard Institutional Index Fund Institutional SharesVINIXCU.S. Large Cap17fund risk0.04%
Vanguard Small-Cap Index Fund Admiral SharesVSMAXB--U.S. Small Cap18fund risk0.09%
Homestead Small Company Stock FundHSCSXF--U.S. Small Cap21fund risk0.91%
Vanguard Target Retirement 2025 Fund Investor SharesVTTVXBU.S. All Cap9fund risk0.18%
U.S. Equities - Growth     
T. Rowe Price New Horizons FundPRNHXCU.S. Mid Cap - Growth19fund risk0.8%
Goldman Sachs Small/Mid Cap Growth Fund InstitutionalGSMYXDU.S. Mid Cap - Growth21fund risk0.94%
T. Rowe Price Blue Chip Growth FundTRBCXFU.S. Large Cap - Growth22fund risk0.74%
Wells Fargo Growth Fund - Class InstSGRNXCU.S. All Cap - Growth23fund risk0.75%
U.S. Equities - Value     
MFS Value Fund Class R6MEIKXBU.S. Large Cap - Value14fund risk0.56%
Wells Fargo Special Mid Cap Value Fund - Class InstWFMIXAU.S. Mid Cap - Value15fund risk0.85%
Global & Intl. Equity     
Vanguard FTSE All-World ex-US Index Fund Admiral SharesVFWAXB--International Large Cap13fund risk0.15%
Dodge & Cox International Stock FundDODFXC--International Large Cap15fund risk0.64%
Oppenheimer International Growth Fund Class IOIGIXDInternational Large Cap - Growth16fund risk0.72%
Bonds     
US Cash / Money MarketUSCASHC+U.S. Cash / Money Market0fund risk0%
Vanguard Total Bond Market Index Fund Admiral SharesVBTLXB++U.S. Treasury - Intermediate3fund risk0.08%
Metropolitan West Total Return Bond Fund Class IMWTIXB++U.S. Treasury - Intermediate3fund risk0.4%
T. Rowe Price High Yield FundPRHYXB++Bond - U.S. High Yield4fund risk0.75%
PIMCO Total Return Fund Institutional ClassPTTRXC++Bond - Multi Sector4fund risk0.46%
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