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

Ldr Holding Coporation 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     
Janus Balanced Fund Class RJDBRXC-U.S. Mega Cap10fund risk1.33%
T. Rowe Price Retirement 2030 Fund Class RRRTCXCU.S. All Cap11fund risk0.5%
Franklin Growth Allocation Fund Class RFGTRXDU.S. Large Cap12fund risk0.84%
T. Rowe Price Retirement 2035 Fund Class RRRTPXCU.S. All Cap12fund risk0.5%
T. Rowe Price Retirement 2040 Fund Class RRRTDXCU.S. All Cap13fund risk0.5%
T. Rowe Price Retirement 2045 Fund Class RRRTRXCU.S. All Cap14fund risk0.5%
T. Rowe Price Retirement 2050 Fund Class RRRTFXCU.S. All Cap14fund risk0.5%
T. Rowe Price Retirement 2055 Fund Class RRRTVXCU.S. All Cap14fund risk0.5%
Prudential Jennison Natural Resources Fund Class RJNRRXA+U.S. Small Cap27fund risk1.37%
T. Rowe Price Retirement Balanced Fund Class RRRTIXBU.S. All Cap6fund risk0.5%
Franklin Conservative Allocation Fund Class RFTCRXCU.S. Large Cap7fund risk0.84%
T. Rowe Price Retirement 2010 Fund Class RRRTAXCU.S. All Cap7fund risk0.5%
T. Rowe Price Retirement 2015 Fund Class RRRTMXCU.S. All Cap7fund risk0.5%
T. Rowe Price Retirement 2020 Fund Class RRRTBXCU.S. All Cap8fund risk0.5%
T. Rowe Price Retirement 2025 Fund Class RRRTNXCU.S. All Cap10fund risk0.5%
BlackRock Global Allocation Fund, Inc. Class RMRLOXCU.S. All Cap10fund risk1.39%
U.S. Equities - Growth     
AB Global Thematic Growth Fund Class RATERXA-U.S. Mid Cap - Growth16fund risk1.6%
Eagle Mid Cap Growth Fund Class R3HAREXD-U.S. Mid Cap - Growth20fund risk1.49%
Alger Capital Appreciation Institutional Fund Class RACARXD--U.S. All Cap - Growth21fund risk1.69%
Lord Abbett Developing Growth Fund Class R3LADRXF--U.S. Small Cap - Growth30fund risk1.26%
U.S. Equities - Value     
BlackRock Equity Dividend Fund R SharesMRDVXD++U.S. All Cap - Value16fund risk1.28%
Lord Abbett Fundamental Equity Fund Class R3LAVRXD++U.S. Large Cap - Value16fund risk1.21%
Victory Sycamore Established Value Fund Class RGETGXC++U.S. Mid Cap - Value19fund risk1.22%
Goldman Sachs Small Cap Value Fund Class RGSQRXF++U.S. Small Cap - Value25fund risk1.63%
Specialty     
Neuberger Berman Real Estate Fund Class R3NRERXB++U.S. Real Estate17fund risk1.46%
Global & Intl. Equity     
The Hartford International Opportunities Fund Class R3IHORXB-International Large Cap - Growth15fund risk1.46%
Oppenheimer International Growth Fund Class ROIGNXB-International Large Cap - Growth16fund risk1.44%
Oppenheimer Developing Markets Fund Class RODVNXCEmerging Markets17fund risk1.7%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Prudential Short-Term Corporate Bond Fund Class RJDTRXB-U.S. Treasury - Short / Intermediate1fund risk1.01%
Thornburg Limited Term U.S. Government Fund Class R3LTURXC-U.S. Treasury - Short / Intermediate2fund risk0.99%
Franklin Strategic Income Fund Class RFKSRXB++Bond - U.S. High Yield2fund risk1.11%
AB Global Bond Fund Class RANARXCBond - U.S. Corporate2fund risk1.28%
JPMorgan Government Bond Fund Class R2JGBZXC-U.S. Treasury - Intermediate3fund risk0.99%
PIMCO Total Return Fund Class RPTRRXB-Bond - Multi Sector3fund risk1.1%
Prudential High-Yield Fund Class RJDYRXB++Bond - U.S. High Yield3fund risk1.08%
PIMCO Real Return Fund Class RPRRRXC+U.S. Treasury - TIPS4fund risk1.1%
Other     
Putnam Capital Opportunities Fund Class RPCORX Other0fund risk1.43%
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