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

Caresource Management Group 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     
Fidelity Freedom 2020 K6fatkxBU.S. All Cap10fund risk0%
Fidelity Freedom 2025 K6fdtkxBU.S. All Cap11fund risk0%
Fidelity Freedom 2030 K6fgtkxAU.S. All Cap13fund risk0%
Fidelity Freedom 2035 K6fwtkxAU.S. All Cap16fund risk0%
Fidelity Freedom 2055 K6fctkxAU.S. All Cap17fund risk0%
Fidelity Freedom 2045 K6fjtkxAU.S. All Cap17fund risk0%
Fidelity Freedom 2040 K6fhtkxAU.S. All Cap17fund risk0%
Fidelity Freedom 2060 K6fvtkxAU.S. All Cap17fund risk0%
Fidelity Freedom 2050 K6fztkxAU.S. All Cap17fund risk0%
Fidelity 500 IndexFXAIXDU.S. Large Cap21fund risk0.02%
Virtus Ceredex Mid-Cap Value Equity R6B++U.S. Mid Cap24fund risk1.09%
Fidelity Freedom 2005 K6fitkxBU.S. All Cap5fund risk0%
Fidelity Freedom 2010 K6fotkxBU.S. All Cap7fund risk0%
Fidelity Freedom 2015 K6fptkxBU.S. All Cap8fund risk0%
U.S. Equities - Growth     
Fidelity Contrafund K6FLCNXC--U.S. Large Cap - Growth22fund risk0%
Eagle Mid Cap Growth Fund Class R6HRAUXB--U.S. Mid Cap - Growth25fund risk0.78%
Fidelity Extended Market IndexFSMAXA+U.S. Small Cap - Growth27fund risk0%
ClearBridge Small Cap Growth Fund Class ISBPYXB+U.S. Small Cap - Growth27fund risk0.9%
U.S. Equities - Value     
John Hancock Funds Disciplined Value Fund Class R6JDVWXA++U.S. Large Cap - Value24fund risk0.73%
Fidelity Small Cap Value FundFCPVXA++U.S. Small Cap - Value34fund risk1.06%
Global & Intl. Equity     
Fidelity International IndexFSPSXBInternational Large Cap18fund risk0.06%
The Hartford International Opportunities Fund Class IIHOIXA-International Large Cap - Growth19fund risk0.9%
Fidelity Freedom Income K6fytkxB++Emerging Markets4fund risk0%
Wells Fargo Stable Value Fund CCU.S. Cash / Money Market0fund risk0%
Metropolitan West Total Return Bond Fund Class IMWTIXB-Bond - Multi Sector3fund risk0.4%
Fidelity U.S. Bond IndexFXNAXC-Bond - Multi Sector3fund risk0.05%
Fidelity Government Money Market FundSPAXX Other0fund risk0%
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