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

Fujitsu Group 401(K) 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     
American Funds Capital World Growth and Income Fund Class R-6RWIGXCU.S. Large Cap14fund risk0.45%
Parnassus Core Equity Fund - Institutional SharesPRILXCU.S. Large Cap15fund risk0.69%
Principal MidCap Fund Institutional ClassPCBIXD+U.S. Mid Cap16fund risk0.66%
Amana Mutual Funds Trust Growth Fund InvestorAMAGXD-U.S. Mega Cap18fund risk1.09%
Hodges Small Cap Fund Institutional ClassHDSIXA+U.S. Small Cap24fund risk1.02%
Prudential Jennison Natural Resources Fund Class QPJNQXA+U.S. Small Cap27fund risk0.74%
U.S. Equities - Growth     
AMG TimesSquare Mid Cap Growth Fund Class ITMDIXB-U.S. Mid Cap - Growth18fund risk1.04%
Morgan Stanley Institutional Fund, Inc. Growth Portfolio Class IMSEQXF-U.S. Mid Cap - Growth33fund risk0.7%
U.S. Equities - Value     
MFS Value Fund Class R6MEIKXC++U.S. Mega Cap - Value14fund risk0.56%
RidgeWorth Ceredex Mid-Cap Value Equity Fund I SharesSMVTXB++U.S. Large Cap - Value16fund risk1.09%
Specialty     
Cohen & Steers Institutional Realty SharesCSRIXB++U.S. Real Estate17fund risk0.75%
Global & Intl. Equity     
First Eagle Overseas Fund Class ISGOIXD++International Small Cap10fund risk0.9%
Driehaus International Small Cap Growth FundDRIOXA++International Small Cap16fund risk1.7%
WCM Focused International Growth Fund Institutional ClassWCMIXA-International Large Cap - Growth17fund risk1.08%
Aberdeen Emerging Markets Fund Institutional ClassABEMXBEmerging Markets18fund risk1.1%
Bonds     
JPMorgan Strategic Income Opportunities Fund Class R5 SharesJSORXC++Bond - U.S. High Yield1fund risk0.45%
Deutsche Floating Rate Fund Institutional ClassDFRTXB++Bond - U.S. High Yield2fund risk0.8%
Metropolitan West Total Return Bond Fund Plan ClassMWTSXB-Bond - Multi Sector3fund risk0.39%
Templeton Global Bond Fund Class R6FBNRXF-U.S. Treasury - Short / Intermediate4fund risk0.51%
Neuberger Berman High Income Bond Fund Class R6NRHIXB++Bond - U.S. High Yield4fund risk0.62%
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