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

Citigroup 401K 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     
BlackRock LifePath Index 2025 Fund Institutional SharesLIBIXCU.S. All Cap10fund risk0.17%
BlackRock LifePath Index 2030 Fund Institutional SharesLINIXCU.S. All Cap13fund risk0.19%
BlackRock LifePath Index 2035 Fund Institutional SharesLIJIXCU.S. All Cap15fund risk0.18%
BlackRock LifePath Index 2040 Fund Institutional SharesLIKIXCU.S. All Cap17fund risk0.2%
BlackRock LifePath Index 2045 Fund Institutional SharesLIHIXCU.S. All Cap19fund risk0.2%
BlackRock LifePath Index 2050 Fund Institutional SharesLIPIXCU.S. All Cap19fund risk0.2%
BlackRock LifePath Index 2055 Fund Institutional SharesLIVIXCU.S. All Cap19fund risk0.2%
BlackRock LifePath Index 2060 Fund InstitutionalLIZIXCU.S. All Cap19fund risk0%
Blackrock S&P 500 Index FundCU.S. Large Cap21fund risk0.16%
Blackrock Russell 3000 FundCU.S. All Cap21fund risk0.2%
Blackrock Russell 2000 FundC++U.S. Small Cap31fund risk0.25%
BlackRock LifePath Index Retirement Fund Institutional SharesLIRIXCU.S. All Cap8fund risk0.18%
U.S. Equities - Value     
Blackrock S&P 400 Index FundB++U.S. Mid Cap - Value28fund risk0.14%
Citigroup IncCF++U.S. Small Cap - Value50fund risk0%
Blackrock Roll Select FundA++Commodities13fund risk0%
Global & Intl. Equity     
DFA Emerging Markets Portfolio Institutional ClassDFEMXA++Emerging Markets19fund risk0.57%
Blackrock Msci Acwi Esg FocusCInternational Large Cap19fund risk0%
Blackrock EAFE Equity FundCInternational Large Cap20fund risk0.34%
Blackrock Emerging Markets FundF++Emerging Markets23fund risk0.67%
Dodge & Cox International Stock FundB+International Large Cap - Value24fund risk0.64%
BlackRock Cash Funds: TreasuryCU.S. Cash / Money Market0fund risk0%
Blackrock US Debt FundC-Bond - Multi Sector3fund risk0.07%
Blackrock US TIPS FundC+U.S. Treasury - TIPS5fund risk0.2%
Emerging Market Bond FundBBond - Emerging Market6fund risk0.83%
Prudential High Yield FundA++Bond - U.S. High Yield7fund risk0.47%
Blackrock High Yield Bond, Port-KB++Bond - U.S. High Yield7fund risk0.54%
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