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

Aurora Health Care, Inc. Incentive Savings 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     
Vanguard Target Retirement 2025 Fund Investor SharesVTTVXDU.S. All Cap12fund risk0.18%
Vanguard Balanced Index Fund Institutional SharesVBAIXDU.S. All Cap13fund risk0.08%
Vanguard Target Retirement 2030 Fund Investor SharesVTHRXCU.S. All Cap13fund risk0.18%
Vanguard Target Retirement 2035 Fund Investor SharesVTTHXCU.S. All Cap14fund risk0.19%
Vanguard Target Retirement 2040 Fund Investor SharesVFORXCU.S. All Cap16fund risk0.19%
Vanguard Target Retirement 2060 Fund Investor SharesVTTSXCU.S. All Cap17fund risk0.18%
Vanguard Target Retirement 2045 Fund Investor SharesVTIVXCU.S. All Cap17fund risk0.19%
Vanguard Target Retirement 2065 Fund Investor SharesVLXVXCU.S. All Cap17fund risk0%
Vanguard Target Retirement 2055 Fund Investor SharesVFFVXCU.S. All Cap17fund risk0.19%
Vanguard Target Retirement 2050 Fund Investor SharesVFIFXCU.S. All Cap17fund risk0.19%
Neuberger Berman Socially Responsive Fund Investor ClassNBSRXAU.S. All Cap20fund risk0.87%
Vanguard Total Stock Market Index Fund Investor SharesVTSMXCU.S. All Cap21fund risk0.17%
U.S. Equities - Growth     
Fidelity Puritan Fund Class KFPUKXA--U.S. All Cap - Growth14fund risk0.46%
T. Rowe Price Institutional Large Cap Growth FundTRLGXA--U.S. Large Cap - Growth24fund risk0.56%
William Blair Small-Mid Cap Growth Fund Class IWSMDXC+U.S. Small Cap - Growth25fund risk1.1%
U.S. Equities - Value     
Principal Diversified Real Asset Fund Institutional ClassPDRDXB++U.S. All Cap - Value12fund risk0.87%
Principal Diversified Real Asset Fund Class APRDAXB++U.S. All Cap - Value12fund risk1.25%
Dodge & Cox Stock FundDODGXA++U.S. All Cap - Value27fund risk0.52%
Specialty     
DFA Global Real Estate Securities PortfolioDFGEXB--U.S. Real Estate24fund risk0.32%
Vanguard REIT ETFVNQC--U.S. Real Estate27fund risk0.1%
Global & Intl. Equity     
Vanguard Total International Stock Index Fund Investor SharesVGTSXAInternational Large Cap18fund risk0.22%
Dodge & Cox International Stock FundDODFXB+International Large Cap - Value24fund risk0.64%
Bonds     
Dreyfus Government Cash Management Fund Institutional SharesDGCXXCU.S. Cash / Money Market0fund risk0%
PIMCO Foreign Bond (U.S. Dollar-Hedged) Fund Institutional ClassPFORXB-Bond - U.S. Corporate2fund risk0.5%
Baird Core Plus Bond Fund Class InstitutionalBCOIXB-Bond - Multi Sector3fund risk0.3%
Vanguard Total Bond Market Index Fund Institutional SharesVBTIXC-Bond - Multi Sector3fund risk0.07%
Other     
Vanguard Developed Markets Index Fund Institutional Plus SharesVDMPX Other0fund risk0.06%
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