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

courtneys

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     
Oppenheimer Main Street Fund Class IOMSIXCU.S. Large Cap16fund risk0.51%
American Funds American Balanced Fund Class R-6RLBGXBU.S. Large Cap7fund risk0.29%
U.S. Equities - Growth     
American Funds The Growth Fund of America Class R-6RGAGXDU.S. All Cap - Growth14fund risk0.34%
JPMorgan Mid Cap Growth Fund Class R6JMGMXB-U.S. Mid Cap - Growth15fund risk0.74%
Eagle Small Cap Growth Fund Class R5HSRSXD--U.S. Small Cap - Growth18fund risk0.77%
Vanguard Information Technology Index Fund Admiral SharesVITAXBU.S. Large Cap - Growth18fund risk0.14%
U.S. Equities - Value     
MFS Value Fund Class R3MEIHXBU.S. Large Cap - Value11fund risk0.91%
Goldman Sachs Small Cap Value Fund InstitutionalGSSIXC--U.S. Small Cap - Value15fund risk0.98%
Specialty     
Vanguard REIT Index Fund Admiral SharesVGSLXB+U.S. Real Estate12fund risk0.1%
Global & Intl. Equity     
American Funds EuroPacific Growth Fund Class R-6RERGXBInternational Large Cap - Growth11fund risk0.49%
Oppenheimer Developing Markets Fund Class IODVIXA--Emerging Markets13fund risk0.87%
Thornburg Global Opportunities Fund Class R5THOFXA-International Large Cap14fund risk0.99%
Bonds     
US Cash / Money MarketUSCASHC+U.S. Cash / Money Market0fund risk0%
Loomis Sayles Investment Grade Bond Fund Class YLSIIXB++U.S. Treasury - Intermediate / Long3fund risk0.58%
PIMCO Real Return Fund Institutional ClassPRRIXC++U.S. Treasury - TIPS4fund risk0.45%
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