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

TS

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 Dividend Appreciation ETFVIGDU.S. All Cap19fund risk0.1%
Vanguard Total Stock Market ETFVTICU.S. All Cap21fund risk0.05%
U.S. Equities - Value     
WisdomTree MidCap Dividend FundDONC++U.S. Mid Cap - Value29fund risk0.38%
iShares Core S&P Small-Cap ETFIJRC++U.S. Small Cap - Value33fund risk0.14%
Specialty     
Vanguard REIT ETFVNQC--U.S. Real Estate27fund risk0.1%
Bonds     
PowerShares Emerging Markets Sovereign Debt PortfolioPCYCBond - Emerging Market11fund risk0.5%
Schwab Treasury Inflation Protected Securities Index FundSWRSXC+U.S. Treasury - TIPS4fund risk0.29%
iShares iBoxx $ Investment Grade Corporate Bond ETFLQDC-Bond - U.S. Corporate9fund risk0.15%
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