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

Renown Health 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 Institutional Target Retirement 2035 Fund Institutional SharesVITFXCU.S. All Cap11fund risk0%
Vanguard Institutional Target Retirement 2040 Fund Institutional SharesVIRSXCU.S. All Cap12fund risk0%
Vanguard Institutional Target Retirement 2045 Fund Institutional SharesVITLXCU.S. All Cap13fund risk0%
Vanguard Institutional Target Retirement 2060 Fund Institutional SharesVILVXCU.S. All Cap13fund risk0%
Vanguard Institutional Target Retirement 2055 Fund Institutional SharesVIVLXCU.S. All Cap13fund risk0%
Vanguard Institutional Target Retirement 2050 Fund Institutional SharesVTRLXCU.S. All Cap13fund risk0%
Vanguard Chester Shs Vanguard Institutional Target Retirement 2065 FundVSXFXCU.S. All Cap13fund risk0%
Vanguard Institutional Index Fund Institutional SharesVINIXCU.S. Large Cap15fund risk0.04%
Vanguard PRIMECAP Fund Admiral SharesVPMAXBU.S. All Cap17fund risk0.36%
Vanguard Institutional Target Retirement Income Fund Institutional SharesVITRXCU.S. All Cap5fund risk0%
Vanguard Institutional Target Retirement 2015 Fund Institutional SharesVITVXCU.S. Large Cap5fund risk0%
Vanguard Institutional Target Retirement 2020 Fund Institutional SharesVITWXCU.S. All Cap7fund risk0%
Vanguard Institutional Target Retirement 2025 Fund Institutional SharesVRIVXCU.S. All Cap8fund risk0%
Vanguard Institutional Target Retirement 2030 Fund Institutional SharesVTTWXCU.S. All Cap10fund risk0%
Vanguard Wellington Fund Admiral SharesVWENXBU.S. Large Cap10fund risk0.18%
U.S. Equities - Value     
Vanguard Windsor II Fund Admiral SharesVWNAXA++U.S. Large Cap - Value15fund risk0.28%
Eaton Vance Atlanta Capital SMID-Cap Fund Class R6ERASXD++U.S. Mid Cap - Value18fund risk0%
Global & Intl. Equity     
Vanguard International Value Fund Investor SharesVTRIXAInternational Large Cap - Value16fund risk0.43%
Vanguard International Growth Fund Admiral SharesVWILXBEmerging Markets21fund risk0.35%
Legg Mason BW Global Opportunities Bond Fund Class ISGOBSXC++International Small Cap6fund risk0.59%
Bonds     
Vanguard Prime Money Market Fund Admiral SharesVMRXXCU.S. Cash / Money Market0fund risk0%
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Vanguard Total Bond Market Index Fund Institutional SharesVBTIXC-Bond - Multi Sector3fund risk0.07%
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