Kivalia Investment Advice Platform Log In / Sign Up
401k, 403b 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 - Growth     
Vanguard Mid-Cap Growth ETFVOTB--U.S. Mid Cap - Growth24fund risk0.09%
Fidelity NASDAQ Composite Index FundFNCMXA--U.S. All Cap - Growth25fund risk0.33%
U.S. Equities - Value     
Cincinnati Financial CorporationCINFF++U.S. All Cap - Value47fund risk0%
Global & Intl. Equity     
iShares China Large-Cap ETFFXIF++Emerging Markets26fund risk0.73%
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Lion One Australia Pty LtdAYE Other0fund risk0%
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