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

IRA-Vanguard

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 Institutional Index Fund Institutional Plus SharesVIIIXCU.S. Large Cap12fund risk0.02%
Vanguard Extended Market Index Fund Institutional SharesVIEIXB--U.S. Small Cap15fund risk0.08%
U.S. Equities - Growth     
Vanguard Information Technology Index Fund Admiral SharesVITAXBU.S. Large Cap - Growth18fund risk0.14%
U.S. Equities - Value     
Vanguard Value Index Fund Institutional SharesVIVIXCU.S. Large Cap - Value11fund risk0.08%
Third Avenue Real Estate Value Fund Institutional ClassTAREXC-U.S. Mid Cap - Value11fund risk1.08%
Nuveen NWQ Small-Cap Value Fund Class INSCRXB--U.S. Small Cap - Value16fund risk1.11%
Vanguard Energy ETFVDEFU.S. All Cap - Value20fund risk0.14%
Bonds     
US Cash / Money MarketUSCASHC+U.S. Cash / Money Market0fund risk0%
Goldman Sachs High Yield Fund InstitutionalGSHIXC++Bond - U.S. High Yield4fund risk0.72%
Columbia Bond Fund Class YCBFYXB++U.S. Treasury - Intermediate4fund risk0.53%
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