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

Vermont State Teachers Retirement Program 403(b)

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     
T. Rowe Price Retirement 2030 FundTRRCXCU.S. All Cap11fund risk0.74%
T. Rowe Price Retirement 2040 FundTRRDXCU.S. All Cap13fund risk0.76%
Vanguard Large Cap Index Fund Investor SharesVLACXCU.S. Large Cap15fund risk0.24%
Vanguard Mid-Cap Index Fund Investor SharesVIMSXC+U.S. Mid Cap16fund risk0.24%
Vanguard Small Capitalization Index Fund Investor SharesNAESXB+U.S. Small Cap19fund risk0.24%
T. Rowe Price Retirement Balanced FundTRRIXBU.S. All Cap6fund risk0.56%
T. Rowe Price Retirement 2010 FundTRRAXBU.S. All Cap7fund risk0.61%
T. Rowe Price Retirement 2020 FundTRRBXBU.S. All Cap8fund risk0.69%
Global & Intl. Equity     
Vanguard Total International Stock Index Fund Investor SharesVGTSXD++International Small Cap14fund risk0.22%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Vanguard Total Bond Market Index Fund Investor SharesVBMFXC-Bond - Multi Sector3fund 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