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

General Vision Services

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     
American Funds Fundamental Investors Class R-6RFNGXCU.S. Large Cap19fund risk0.31%
American Funds AMCAP Fund Class R-6RAFGXDU.S. Large Cap20fund risk0.37%
Vanguard 500 Index Fund Admiral ClassVFIAXCU.S. Large Cap21fund risk0.05%
Vanguard Mid-Cap Index Fund Admiral SharesVIMAXD++U.S. Mid Cap23fund risk0.09%
Voya Small Company Fund Class R6ISMZXD++U.S. Small Cap30fund risk0%
U.S. Equities - Growth     
American Funds New Perspective Fund Class R-6RNPGXA--U.S. All Cap - Growth20fund risk0.45%
U.S. Equities - Value     
American Funds Capital Income Builder Class R-6RIRGXC+U.S. Mega Cap - Value13fund risk0.3%
Invesco Diversified Dividend Fund Class R6LCEFXD++U.S. All Cap - Value21fund risk0.48%
Eaton Vance Atlanta Capital SMID-Cap Fund Class R6ERASXD++U.S. Mid Cap - Value26fund risk0%
Victory Sycamore Established Value Fund Class R6VEVRXB++U.S. Mid Cap - Value28fund risk0%
DFA U.S. Targeted Value Portfolio Institutional ClassDFFVXA++U.S. Small Cap - Value36fund risk0.37%
American Funds Income Portfolio Class R-6RINGXB+U.S. Mega Cap - Value10fund risk0.03%
Specialty     
DFA Real Estate Securities Portfolio Institutional ClassDFREXC--U.S. Real Estate27fund risk0.18%
Global & Intl. Equity     
American Funds EuroPacific Growth Fund Class R-6RERGXA-International Large Cap - Growth19fund risk0.49%
Oppenheimer International Growth Fund Class IOIGIXA-International Large Cap - Growth19fund risk0.72%
PIMCO Foreign Bond (Unhedged) Fund Institutional ClassPFUIXD++International Small Cap7fund risk0.5%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Voya Intermediate Bond Fund Class R6IIBZXA-Bond - Multi Sector3fund risk0%
Vanguard Total Bond Market Index Fund Admiral SharesVBTLXC-Bond - Multi Sector3fund risk0.08%
DFA Inflation-Protected Securities Portfolio Institutional ClassDIPSXC+U.S. Treasury - TIPS4fund risk0.12%
Prudential High-Yield Fund Class QPHYQXA++Bond - U.S. High Yield7fund risk0.47%
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