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

New York State 529 Plan

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 Index Fund Institutional SharesVITSXCU.S. All Cap21fund risk0.04%
Vanguard Mid-Cap Index Fund Institutional SharesVMCIXD++U.S. Mid Cap23fund risk0.08%
Vanguard Small-Cap Index Fund Institutional SharesVSCIXC++U.S. Small Cap27fund risk0.08%
U.S. Equities - Growth     
Vanguard Growth Index Fund Institutional SharesVIGIXC--U.S. Large Cap - Growth24fund risk0.08%
U.S. Equities - Value     
Vanguard Value Index Fund Institutional SharesVIVIXC+U.S. Mega Cap - Value22fund risk0.08%
Vanguard Short-Term Bond Index Fund Investor SharesVBISXC-U.S. Treasury - Short / Intermediate1fund risk0.2%
Vanguard Total Bond Market Index Fund Institutional SharesVBTIXC-Bond - Multi Sector3fund risk0.07%
Vanguard Inflation-Protected Securities Fund Institutional SharesVIPIXC+U.S. Treasury - TIPS4fund risk0.07%
Vanguard Developed Markets Index Fund Institutional Plus SharesVDMPX Other0fund risk0.06%
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