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

Mastercard Savings Plan

Send me updates


Share this plan


Plan was created by bmurphy on 9/7/2018.
Number of Followers: 4


COMMENTS plan comments help
comment plan bmurphy 9/7/2018 3:00:55 PM
Missing Goldman Sachs Ssmall/Mid Cap Value R6 as of 9/7/18.

Add Comment
To add a new comment
Log In or Sign Up
close help

Plan Comments

Join the conversation and comment or ask questions about the plan, its investment options, or the model portfolios provided.


TRANSACTIONS investment options help
The investment options available to you through the plan have changed? Add or remove any here and get up-to-date advice:



NameTickerActionDate 
Intermediate Term Fixed Income Fundwas added by bmurphy9/8/2018Remove
U.S. Small-Mid Cap Equity Fund - Passivewas removed by bmurphy9/8/2018
U.S. Small-Mid Cap Equity Fund - Passivewas added by bmurphy9/8/2018
International Equity Fund - Passivewas added by bmurphy9/8/2018Remove
International Equity Fundwas added by bmurphy9/8/2018Remove
International Equity Fundwas removed by bmurphy9/8/2018Remove
Emerging Markets Equity Fundwas added by bmurphy9/8/2018Remove
Emerging Markets Equity Fundwas removed by bmurphy9/8/2018Remove
U.S. Small-Mid Cap Growth Equity Fundwas added by bmurphy9/8/2018Remove
U.S. Small-Mid Cap Growth Equity Fundwas removed by bmurphy9/8/2018Remove
U.S. Small-Mid Cap Equity Fund - Passivewas added by bmurphy9/8/2018Remove
U.S. Small-Mid Cap Equity Fund - Passivewas removed by bmurphy9/8/2018Remove
U.S. Large Cap Growth Equity Fundwas added by bmurphy9/8/2018Remove
U.S. Large Cap Growth Equity Fundwas removed by bmurphy9/8/2018Remove
U.S. Large Cap Equity Fund - Passivewas added by bmurphy9/8/2018Remove
U.S. Large Cap Equity Fund - Passivewas removed by bmurphy9/8/2018Remove
U.S. Large Cap Value Equity Fundwas added by bmurphy9/8/2018Remove
U.S. Large Cap Value Equity Fundwas removed by bmurphy9/8/2018Remove
U.S. High Yield Fixed Income Fundwas added by bmurphy9/8/2018Remove
U.S. High Yield Fixed Income Fundwas removed by bmurphy9/8/2018Remove
Inflation Protected Fixed Income Fundwas added by bmurphy9/8/2018Remove
Inflation Protected Fixed Income Fundwas removed by bmurphy9/8/2018Remove
U.S. Government Money Market Fundwas added by bmurphy9/8/2018Remove
U.S. Government Money Market Fundwas removed by bmurphy9/8/2018Remove
State Street Target Retirement 2060 Fund Class KSSDYXwas added by bmurphy9/7/2018Remove
State Street Target Retirement 2055 Fund Class KSSDQXwas added by bmurphy9/7/2018Remove
State Street Target Retirement 2050 Fund Class KSSDLXwas added by bmurphy9/7/2018Remove
State Street Target Retirement 2045 Fund Class KSSDEXwas added by bmurphy9/7/2018Remove
State Street Target Retirement 2040 Fund Class KSSCQXwas added by bmurphy9/7/2018Remove
State Street Target Retirement 2035 Fund Class KSSCKXwas added by bmurphy9/7/2018Remove
State Street Target Retirement 2030 Fund Class KSSBYXwas added by bmurphy9/7/2018Remove
State Street Target Retirement 2025 Fund Class KSSBSXwas added by bmurphy9/7/2018Remove
State Street Target Retirement 2020 Fund Class KSSBOXwas added by bmurphy9/7/2018Remove
State Street Target Retirement 2015 Fund Class KSSBHXwas added by bmurphy9/7/2018Remove
State Street Target Retirement Fund Class KSSFOXwas added by bmurphy9/7/2018Remove
U.S. Government Money Market Fundwas added by bmurphy9/7/2018Remove
U.S. High Yield Fixed Income Fundwas added by bmurphy9/7/2018Remove
U.S. Large Cap Equity Fund - Passivewas added by bmurphy9/7/2018Remove
U.S. Large Cap Growth Equity Fundwas added by bmurphy9/7/2018Remove
Inflation Protected Fixed Income Fundwas added by bmurphy9/7/2018Remove
U.S. Small-Mid Cap Growth Equity Fundwas added by bmurphy9/7/2018Remove
U.S. Small-Mid Cap Equity Fund - Passivewas added by bmurphy9/7/2018Remove
EB U.S. Real Estate Securities Fundwas added by bmurphy9/7/2018Remove
International Equity Fundwas added by bmurphy9/7/2018Remove
Emerging Markets Equity Fundwas added by bmurphy9/7/2018Remove
U.S. Large Cap Value Equity Fundwas added by bmurphy9/7/2018Remove
close help

Plan Transactions

This section details the different updates made to the plan over time, such as when new investment options become available, etc...
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