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

Foxworth Galbraith Companies 401(K) 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     
Janus Balanced Fund Class NJABNXC-U.S. Mega Cap10fund risk0.58%
Vanguard Target Retirement 2040 Fund Investor SharesVFORXCU.S. All Cap12fund risk0.19%
Vanguard Target Retirement 2060 Fund Investor SharesVTTSXCU.S. All Cap13fund risk0.18%
Vanguard Target Retirement 2050 Fund Investor SharesVFIFXCU.S. All Cap13fund risk0.19%
JPMorgan U.S. Equity Fund Class R6JUEMXDU.S. Large Cap16fund risk0.54%
Davis New York Venture Fund Class ANYVTXAU.S. All Cap17fund risk0.88%
Vanguard Target Retirement Income Fund Investor SharesVTINXCU.S. All Cap5fund risk0.17%
Vanguard Target Retirement 2020 Fund Investor SharesVTWNXDU.S. All Cap8fund risk0.17%
Vanguard Target Retirement 2030 Fund Investor SharesVTHRXCU.S. All Cap10fund risk0.18%
U.S. Equities - Value     
Invesco Comstock Fund R5 ClassACSHXB++U.S. All Cap - Value20fund risk0.49%
Global & Intl. Equity     
Fidelity Advisor Diversified International Fund I ClassFDVIXB-International Large Cap - Growth14fund risk0.97%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund 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