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

Facebook

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 Target Retirement 2040 Fund Investor SharesVFORXCU.S. All Cap11fund risk0.19%
Vanguard Target Retirement 2065 Fund Investor SharesVLXVXCU.S. All Cap12fund risk0%
Vanguard Target Retirement 2055 Fund Investor SharesVFFVXCU.S. All Cap12fund risk0.19%
Vanguard Target Retirement 2045 Fund Investor SharesVTIVXCU.S. All Cap12fund risk0.19%
Vanguard Target Retirement 2050 Fund Investor SharesVFIFXCU.S. All Cap12fund risk0.19%
Vanguard Target Retirement 2060 Fund Investor SharesVTTSXCU.S. All Cap12fund risk0.18%
Vanguard Institutional Index Fund Institutional Plus SharesVIIIXCU.S. Large Cap15fund risk0.02%
Vanguard Extended Market Index Fund Investor SharesVEXMXB--U.S. Small Cap17fund risk0.24%
Vanguard Target Retirement Income Fund Investor SharesVTINXBU.S. Large Cap4fund risk0.17%
Vanguard Target Retirement 2015 Fund Investor SharesVTXVXAU.S. Large Cap5fund risk0.17%
Vanguard Target Retirement 2020 Fund Investor SharesVTWNXBU.S. Large Cap6fund risk0.17%
Vanguard Target Retirement 2025 Fund Investor SharesVTTVXBU.S. All Cap8fund risk0.18%
Vanguard Target Retirement 2030 Fund Investor SharesVTHRXBU.S. All Cap9fund risk0.18%
Vanguard Target Retirement 2035 Fund Investor SharesVTTHXBU.S. All Cap10fund risk0.19%
U.S. Equities - Growth     
Fidelity Contrafund Fund Class KFCNKXD+U.S. Large Cap - Growth17fund risk0.56%
JPMorgan Small Cap Growth Fund Class R6JGSMXA--U.S. Small Cap - Growth21fund risk0.75%
U.S. Equities - Value     
DFA U.S. Large Cap Value Portfolio Institutional ClassDFLVXDU.S. All Cap - Value16fund risk0.27%
Specialty     
Vanguard REIT Index Fund Institutional SharesVGSNXB+U.S. Real Estate14fund risk0.08%
Global & Intl. Equity     
Vanguard Total International Stock Index Fund Institutional SharesVTSNXBInternational Large Cap11fund risk0.12%
T. Rowe Price International Value Eq ItrtixBEurope12fund risk0%
Vanguard Emerging Markets Stock Index Fund Institutional SharesVEMIXB--Emerging Markets13fund risk0.12%
Vanguard International Growth Fund Admiral SharesVWILXC+International Large Cap - Growth16fund risk0.35%
Bonds     
Fidelity Investments Money Market Funds Government Portfolio Class IFIGXXD+U.S. Cash / Money Market0fund risk0%
Fidelity Government Money MarketC+U.S. Cash / Money Market0fund risk0%
Vanguard Total Bond Market Index Fund Institutional SharesVBTIXB++Bond - Multi Sector4fund risk0.07%
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