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

Perceptron Employees 401(K) 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     
American Funds Capital World Growth and Income Fund Class R-4RWIEXBU.S. Large Cap17fund risk0.8%
Voya Russell Large Cap Index Portfolio Class IIIRLXC-U.S. Mega Cap21fund risk0.37%
Voya Russell Mid Cap Index Portfolio Class IIIRMXC++U.S. Mid Cap24fund risk0.43%
Royce Premier Fund Service ClassRPFFXD++U.S. Small Cap27fund risk1.38%
VY JPMorgan Small Cap Core Equity Portfolio Class IIJSIXD++U.S. Small Cap30fund risk0.86%
Voya Russell Small Cap Index Portfolio Class IIIRSXC++U.S. Small Cap31fund risk0.45%
U.S. Equities - Growth     
American Funds New Perspective Fund Class R-4RNPEXA--U.S. All Cap - Growth20fund risk0.8%
Janus Forty Fund Class SJARTXC--U.S. Large Cap - Growth24fund risk0.91%
Voya Large Cap Growth Portfolio Class IIEOHXF--U.S. All Cap - Growth24fund risk0.6%
Voya MidCap Opportunities Portfolio Class IIIMOXB--U.S. Mid Cap - Growth25fund risk0.8%
Wanger USAWUSAXB+U.S. Small Cap - Growth27fund risk0.96%
Franklin DynaTech Fund Class RFDNRXD--U.S. Mid Cap - Growth28fund risk1.19%
Voya SmallCap Opportunities Portfolio Class IIVSOXD+U.S. Small Cap - Growth28fund risk0.88%
Eagle Small Cap Growth Fund Class AHRSCXF+U.S. Small Cap - Growth28fund risk1.1%
U.S. Equities - Value     
American Funds The Income Fund of America Class R-4RIDEXB+U.S. Mega Cap - Value13fund risk0.64%
RidgeWorth Ceredex Large Cap Value Equity Fund I SharesSTVTXB++U.S. Large Cap - Value22fund risk0.91%
Pioneer Equity Income Fund Class APEQIXD++U.S. Large Cap - Value22fund risk1.1%
Lord Abbett Fundamental Equity Fund Class R3LAVRXD++U.S. Large Cap - Value23fund risk1.21%
CRM Mid Cap Value Fund Class InvestorCRMMXB++U.S. Mid Cap - Value24fund risk1.03%
Columbia Mid Cap Value Fund Class ACMUAXB++U.S. Mid Cap - Value28fund risk1.17%
Victory Sycamore Established Value Fund Class RGETGXB++U.S. Mid Cap - Value28fund risk1.22%
Invesco Small Cap Value Fund Class AVSCAXA++U.S. Small Cap - Value41fund risk1.11%
Specialty     
VY Clarion Real Estate Portfolio Class IIVRIXA--U.S. Real Estate28fund risk0.61%
Global & Intl. Equity     
Thornburg International Value Fund Class R3TGVRXAEurope17fund risk1.45%
American Funds EuroPacific Growth Fund Class R-4REREXA-International Large Cap - Growth19fund risk0.84%
Voya International Index Portfolio Class IIIIIXCInternational Large Cap19fund risk0.5%
Lazard Emerging Markets Equity Portfolio Open SharesLZOEXB++Emerging Markets19fund risk1.37%
Oppenheimer Developing Markets Fund Class AODMAXD++Emerging Markets20fund risk1.35%
Oppenheimer International Bond Fund Class AOIBAXF++International Small Cap9fund risk1.01%
Bonds     
Voya Government Money Market Fund Class IATNXXCU.S. Cash / Money Market0fund risk0%
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
PIMCO Total Return Fund Class APTTAXB-Bond - Multi Sector3fund risk0.85%
Voya U.S. Bond Index Portfolio Class IILBAXC-Bond - Multi Sector3fund risk0.4%
Other     
VY Pioneer High Yield Portfolio Class SIPHSX Other0fund risk0.96%
VY FMR Diversified Mid Cap Portfolio Class IIFDIX Other0fund risk0.58%
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