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

Ernest Health Inc. 401(K) Retirement 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 - Blend     
MFS Massachusetts Investors Trust Class R3MITHXCU.S. Large Cap20fund risk0.72%
U.S. Equities - Growth     
Fidelity Advisor New Insights Fund Class AFNIAXD--U.S. All Cap - Growth23fund risk0.94%
Prudential Jennison Mid Cap Growth Fund Class APEEAXA--U.S. Mid Cap - Growth26fund risk1.07%
U.S. Equities - Value     
AllianzGI NFJ Dividend Value Fund Class APNEAXF+U.S. Mega Cap - Value21fund risk1.05%
JPMorgan Mid Cap Value Fund Class AJAMCXC++U.S. Mid Cap - Value28fund risk1.23%
AllianzGI NFJ Small-Cap Value Fund Class APCVAXF++U.S. Small Cap - Value30fund risk1.17%
Fidelity Advisor Small Cap Value Fund Class AFCVAXA++U.S. Small Cap - Value34fund risk1.36%
Specialty     
Prudential Global Real Estate Fund Class APURAXB--U.S. Real Estate22fund risk1.26%
Global & Intl. Equity     
Fidelity Advisor International Discovery Fund Class AFAIDXA-International Large Cap - Growth18fund risk1.33%
Columbia Acorn International Fund Class ALAIAXA-International Large Cap - Growth19fund risk1.23%
Invesco Developing Markets Fund Class AGTDDXC++Emerging Markets19fund risk1.38%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Loomis Sayles Bond Fund Admin ClassLBFAXC++Bond - U.S. High Yield5fund risk1.18%
Other     
Nuveen Mid Cap Index Fund Class AFDXAX Other0fund risk0.73%
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