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

Style Indices

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     
iShares Morningstar Large-Cap ETFJKDDU.S. Large Cap34fund risk0.2%
iShares Micro-Cap ETFIWCC-U.S. Micro Cap39fund risk0.6%
iShares Morningstar Mid-Cap ETFJKGD--U.S. Mid Cap40fund risk0.25%
iShares Morningstar Small-Cap ETFJKJF--U.S. Small Cap43fund risk0.25%
U.S. Equities - Growth     
iShares Morningstar Large-Cap Growth ETFJKEB++U.S. All Cap - Growth33fund risk0.25%
iShares Morningstar Mid-Cap Growth ETFJKHA++U.S. Mid Cap - Growth33fund risk0.3%
iShares Morningstar Small-Cap Growth ETFJKKA+U.S. Small Cap - Growth36fund risk0.3%
U.S. Equities - Value     
iShares Morningstar Large-Cap Value ETFJKFC--U.S. Mega Cap - Value33fund risk0.25%
iShares Morningstar Mid-Cap Value ETFJKIF--U.S. Mid Cap - Value40fund risk0.3%
iShares Morningstar Small-Cap Value ETFJKLF--U.S. Small Cap - Value44fund risk0.3%
Specialty     
iShares Gold TrustIAUA++Gold17fund risk0.25%
iShares Silver TrustSLVF++Gold31fund risk0.5%
iShares S&P GSCI Commodity Indexed TrustGSGD--Commodities32fund risk0.75%
Vanguard REIT ETFVNQB--U.S. Real Estate40fund risk0.1%
Global & Intl. Equity     
iShares MSCI EAFE Growth ETFEFGC-International Large Cap - Growth28fund risk0.4%
iShares MSCI EAFE Small-Cap ETFSCZA--International Small Cap30fund risk0.4%
iShares MSCI EAFE Value ETFEFVB--International Large Cap - Value32fund risk0.4%
iShares MSCI Emerging Markets ETFEEMB--Emerging Markets33fund risk0.67%
Bonds     
iShares 1-3 Year Treasury Bond ETFSHYC+U.S. Treasury - Short1fund risk0.15%
iShares National Muni Bond ETFMUBC+Bond - U.S. Municipals12fund risk0.25%
iShares 10-20 Year Treasury Bond ETFTLHC++U.S. Treasury - Intermediate / Long16fund risk0.15%
iShares iBoxx $ Investment Grade Corporate Bond ETFLQDC++Bond - U.S. Corporate17fund risk0.15%
iShares iBoxx $ High Yield Corporate Bond ETFHYGC-Bond - U.S. High Yield17fund risk0.5%
iShares JP Morgan USD Emerging Markets Bond ETFEMBCBond - Emerging Market19fund risk0.6%
iShares 20+ Year Treasury Bond ETFTLTC++U.S. Treasury - Long22fund risk0.15%
iShares 3-7 Year Treasury Bond ETFIEIC++U.S. Treasury - Short / Intermediate4fund risk0.15%
iShares MBS ETFMBBC++Bond - U.S. Mortgages5fund risk0.25%
iShares 7-10 Year Treasury Bond ETFIEFC++U.S. Treasury - Intermediate8fund risk0.15%
iShares TIPS Bond ETFTIPC++U.S. Treasury - TIPS9fund risk0.2%
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