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

FBi 401k 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     
T. Rowe Price Small-Cap Stock FundOTCFXA+U.S. Small Cap17fund risk0.91%
U.S. Equities - Growth     
Vanguard Extended Market Index Fund Admiral SharesVEXAXA--U.S. Small Cap - Growth20fund risk0.1%
Harbor Capital Appreciation Fund Investor ClassHCAIXF--U.S. All Cap - Growth25fund risk1.02%
U.S. Equities - Value     
Dodge & Cox Balanced FundDODBXA++U.S. All Cap - Value12fund risk0.53%
BlackRock Equity Dividend Fund Institutional SharesMADVXD++U.S. All Cap - Value16fund risk0.72%
AMG Managers Fairpointe Mid Cap Fund Class NCHTTXB++U.S. Mid Cap - Value17fund risk1.11%
Specialty     
Cohen & Steers Realty Shares FundCSRSXB++U.S. Real Estate18fund risk0.97%
Global & Intl. Equity     
Harbor International Fund Institutional ClassHAINXA-International Large Cap15fund risk0.74%
DFA Emerging Markets Portfolio Institutional ClassDFEMXAEmerging Markets16fund risk0.57%
Goldman Sachs Satellite Strategies Portfolio Institutional SharesGXSIXB++International Small Cap9fund risk0.18%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Metropolitan West Low Duration Bond Fund Class MMWLDXCBond - U.S. Mortgages1fund risk0.57%
PIMCO Total Return Fund Institutional ClassPTTRXB-Bond - Multi Sector3fund risk0.46%
Templeton Global Bond Fund Class ATPINXD-U.S. Treasury - Short / Intermediate3fund risk0.86%
BlackRock High Yield Bond Portfolio Institutional SharesBHYIXB++Bond - U.S. High Yield4fund risk0.6%
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