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

Smart Modular Technologies 401(K) 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     
Fidelity 500 IndexFXAIXCU.S. Large Cap15fund risk0.02%
Northern Small Cap Core FundNSGRXC+U.S. Small Cap21fund risk0.75%
Fidelity Small Cap IndexFSSNXC+U.S. Small Cap23fund risk0.05%
U.S. Equities - Growth     
MFS Mid Cap Growth Fund Class R6OTCKXF-U.S. Mid Cap - Growth19fund risk0.92%
Fidelity Extended Market IndexFSMAXA--U.S. Small Cap - Growth20fund risk0%
T. Rowe Price Blue Chip Growth FundTRBCXD--U.S. Large Cap - Growth21fund risk0.74%
U.S. Equities - Value     
American Funds American Mutual Fund Class R-6RMFGXD++U.S. Mega Cap - Value12fund risk0.31%
Victory Sycamore Established Value Fund Class IVEVIXB++U.S. Mid Cap - Value19fund risk0.67%
Global & Intl. Equity     
Fidelity International IndexFSPSXB-International Large Cap14fund risk0.06%
Fidelity Overseas Fund Class KFOSKXA-International Large Cap - Growth14fund risk0.9%
Fidelity Emerging Markets Fund Class KFKEMXBEmerging Markets17fund risk0.82%
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