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

TD Bank 401(k)

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     
T. Rowe Price Retirement 2015 FundTRRGXBU.S. All Cap10fund risk0.65%
T. Rowe Price Retirement 2020 FundTRRBXBU.S. All Cap12fund risk0.69%
T. Rowe Price Retirement 2025 FundTRRHXBU.S. All Cap13fund risk0.72%
T. Rowe Price Retirement 2030 FundTRRCXBU.S. All Cap15fund risk0.74%
T. Rowe Price Retirement 2035 FundTRRJXBU.S. All Cap17fund risk0.76%
T. Rowe Price Retirement 2040 FundTRRDXBU.S. All Cap18fund risk0.76%
T. Rowe Price Retirement 2045 FundTRRKXBU.S. All Cap19fund risk0.76%
T. Rowe Price Retirement 2055 FundTRRNXBU.S. All Cap19fund risk0.76%
T. Rowe Price Retirement 2050 FundTRRMXBU.S. All Cap19fund risk0.76%
T. Rowe Price Retirement 2060 FundTRRLXBU.S. All Cap19fund risk0%
Vanguard Institutional Index Fund Institutional Plus SharesVIIIXDU.S. Large Cap21fund risk0.02%
T. Rowe Price Retirement 2005 FundTRRFXBU.S. All Cap8fund risk0.58%
T. Rowe Price Retirement Balanced I Fund I ClasstrptxBU.S. All Cap9fund risk0%
T. Rowe Price Retirement 2010 FundTRRAXBU.S. All Cap9fund risk0.61%
U.S. Equities - Growth     
T. Rowe Price Blue Chip Growth ITBCIXF--U.S. Large Cap - Growth25fund risk0%
U.S. Equities - Value     
Dodge & Cox Stock FundDODGXA++U.S. All Cap - Value27fund risk0.52%
Global & Intl. Equity     
MFS Institutional International Equity FundMIEIXDEurope18fund risk0.71%
Vanguard Developed Markets Index InstlVTMNXAInternational Large Cap18fund risk0.07%
Bonds     
T. Rowe Price Stable Value Trust FCU.S. Cash / Money Market0fund risk0%
PIMCO Total Return Fund Institutional ClassPTTRXB-Bond - Multi Sector3fund risk0.46%
Vanguard Total Bond Market Index Fund Institutional SharesVBTIXC-Bond - Multi Sector3fund risk0.07%
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