Send me updates
Share this plan
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
Best Fit Category
U.S. Equities - Blend
MFS Massachusetts Investors Growth Stock Fund Class C
U.S. Large Cap
MFS Conservative Allocation Fund Class C
U.S. All Cap
U.S. Equities - Growth
MFS Growth Fund Class C
U.S. Large Cap - Growth
U.S. Equities - Value
MFS Total Return Fund Class C
U.S. Mega Cap - Value
MFS Mid Cap Value Fund Class C
U.S. Mid Cap - Value
Global & Intl. Equity
MFS Research International Fund Class C
International Large Cap
MFS International Growth Fund Class C
International Large Cap - Growth
MFS Emerging Markets Equity Fund Class C
MFS Limited Maturity Fund Class C
Bond - U.S. Corporate
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
Get free, ongoing, allocation recommendations and funds ratings for you plan!
For a better control of your retirement savings, and growing your money faster.
Sign Up Now For Free!
Already a member?
go back to the plan's main page
©2013 Kivalia, Inc.
Terms of Services & Disclaimer