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

Vanguard 401K Retirement 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 Star Fund Investor SharesVGSTXCU.S. All Cap10fund risk0.34%
Vanguard Target Retirement 2035 Fund Investor SharesVTTHXCU.S. All Cap11fund risk0.19%
Vanguard Target Retirement 2045 Fund Investor SharesVTIVXCU.S. All Cap13fund risk0.19%
Vanguard Target Retirement 2060 Fund Investor SharesVTTSXCU.S. All Cap13fund risk0.18%
Vanguard Target Retirement 2055 Fund Investor SharesVFFVXCU.S. All Cap13fund risk0.19%
Vanguard Target Retirement 2050 Fund Investor SharesVFIFXCU.S. All Cap13fund risk0.19%
Vanguard 500 Index Fund Admiral ClassVFIAXCU.S. Large Cap15fund risk0.05%
T. Rowe Price Mid-Cap Growth FundRPMGXF+U.S. Mid Cap16fund risk0.78%
Vanguard Small-Cap Index Fund Admiral SharesVSMAXB+U.S. Small Cap19fund risk0.09%
Vanguard Target Retirement Income Fund Investor SharesVTINXCU.S. All Cap5fund risk0.17%
Vanguard Target Retirement 2015 Fund Investor SharesVTXVXDU.S. Large Cap7fund risk0.17%
Vanguard Target Retirement 2020 Fund Investor SharesVTWNXDU.S. All Cap8fund risk0.17%
Vanguard Target Retirement 2025 Fund Investor SharesVTTVXDU.S. All Cap9fund risk0.18%
Vanguard Target Retirement 2030 Fund Investor SharesVTHRXCU.S. All Cap10fund risk0.18%
U.S. Equities - Growth     
Artisan Global Opportunities Fund Investor ClassARTRXC--U.S. All Cap - Growth16fund risk1.28%
T. Rowe Price Health Sciences FundPRHSXB-U.S. Mid Cap - Growth18fund risk0.79%
T. Rowe Price New Horizons FundPRNHXC-U.S. Mid Cap - Growth20fund risk0.8%
MFS Growth Fund Class R6MFEKXD--U.S. Large Cap - Growth20fund risk0.71%
Ivy Science and Technology Fund Class IISTIXC--U.S. All Cap - Growth22fund risk0.99%
U.S. Equities - Value     
Diamond Hill Large Cap Fund Class YDHLYXC++U.S. Large Cap - Value15fund risk0.66%
Goldman Sachs Mid Cap Value Fund Institutional ClassGSMCXC++U.S. Mid Cap - Value17fund risk0.74%
Vanguard Materials Index Fund Admiral SharesVMIAXD++U.S. Mid Cap - Value21fund risk0.14%
Franklin Small Cap Value Fund Advisor ClassFVADXF++U.S. Small Cap - Value24fund risk0.89%
Specialty     
PIMCO CommodityRealReturn Strategy Fund Class PPCRPXA++Commodities14fund risk0.84%
Vanguard REIT Index Fund Admiral SharesVGSLXB++U.S. Real Estate18fund risk0.1%
Global & Intl. Equity     
Vanguard Global ex-U.S. Real Estate ETFVNQIB-Pacific ex-Japan14fund risk0%
Vanguard Total International Stock Index Fund Admiral SharesVTIAXD++International Small Cap14fund risk0.14%
T. Rowe Price Spectrum International FundPSILXA-International Large Cap14fund risk0.96%
Vanguard Pacific Stock Index Fund Admiral SharesVPADXC-Pacific14fund risk0.12%
Vanguard International Explorer Fund Investor SharesVINEXC++International Small Cap15fund risk0.36%
Vanguard European Stock Index Fund Admiral SharesVEUSXB+Europe16fund risk0.12%
DFA Emerging Markets Portfolio Institutional ClassDFEMXAEmerging Markets16fund risk0.57%
Bonds     
Vanguard Prime Money Market Fund Investor SharesVMMXXCU.S. Cash / Money Market0fund risk0%
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
PIMCO Low Duration Fund Institutional ClassPTLDXC+U.S. Treasury - TIPS1fund risk0.46%
PIMCO Total Return Fund Institutional ClassPTTRXB-Bond - Multi Sector3fund risk0.46%
Vanguard Total Bond Market Index Fund Admiral SharesVBTLXC-Bond - Multi Sector3fund risk0.08%
Templeton Global Bond Fund Advisor ClassTGBAXC-U.S. Treasury - Short / Intermediate3fund risk0.61%
BlackRock High Yield Bond Portfolio Institutional SharesBHYIXB++Bond - U.S. High Yield4fund risk0.6%
Vanguard Inflation-Protected Securities Fund Admiral SharesVAIPXC+U.S. Treasury - TIPS4fund risk0.1%
TCW Emerging Markets Income Fund Class InstitutionalTGEIXC+Bond - Emerging Market5fund risk0.83%
Other     
Vanguard Dividend Appreciation Index Fund Investor SharesVDAIX Other0fund 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