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

Seventh Sense Bio Systems Inc 401 K Profit Sharing Plan Trust

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 Century Investments One Choice 2045 Portfolio R ClassARORXCU.S. All Cap11fund risk0.7%
MFS Growth Allocation Fund Class R2MGALXCU.S. All Cap11fund risk0.59%
American Century Investments One Choice 2050 Portfolio R ClassARFWXCU.S. All Cap11fund risk0.7%
American Century Investments One Choice 2055 Portfolio R ClassAREOXCU.S. All Cap12fund risk0.7%
MFS Aggressive Growth Allocation Fund Class R2MAWAXCU.S. All Cap13fund risk0.62%
MFS Conservative Allocation Fund Class R2MCARXCU.S. All Cap6fund risk0.57%
American Century Investments One Choice In Retirement Portfolio R ClassARSRXCU.S. All Cap6fund risk0.7%
American Century Investments One Choice 2025 Portfolio R ClassARWRXCU.S. All Cap7fund risk0.7%
American Century Investments One Choice 2030 Portfolio R ClassARCRXCU.S. All Cap8fund risk0.71%
MFS Moderate Allocation Fund Class R2MARRXCU.S. All Cap8fund risk0.58%
American Century Investments One Choice 2035 Portfolio R ClassARYRXCU.S. All Cap9fund risk0.7%
American Funds American Balanced Fund Class R-3RLBCXCU.S. Large Cap9fund risk0.94%
American Century Investments One Choice 2040 Portfolio R ClassARDRXCU.S. All Cap10fund risk0.7%
BlackRock Global Allocation Fund, Inc. Class RMRLOXCU.S. All Cap10fund risk1.39%
U.S. Equities - Growth     
Ivy Mid Cap Growth Fund Class RWMGRXB-U.S. Mid Cap - Growth20fund risk1.59%
MainStay Large Cap Growth Fund Class R3MLGRXD--U.S. Large Cap - Growth21fund risk1.37%
Ivy Small Cap Growth Fund Class RWSGRXB--U.S. Small Cap - Growth23fund risk1.66%
U.S. Equities - Value     
American Century Equity Income Fund R ClassAEURXC++U.S. Mega Cap - Value11fund risk1.43%
Franklin Mutual Global Discovery Fund Class RTEDRXB++U.S. Large Cap - Value15fund risk1.48%
Victory RS Large Cap Alpha Fund Class RRCEKXC++U.S. Large Cap - Value16fund risk1.31%
Invesco Equally-Weighted S&P 500 Fund Class RVADRXD++U.S. Mid Cap - Value17fund risk0.82%
Victory Sycamore Established Value Fund Class RGETGXC++U.S. Mid Cap - Value19fund risk1.22%
Columbia Select Smaller-Cap Value Fund Class RSSVRXB++U.S. Mid Cap - Value22fund risk1.65%
Global & Intl. Equity     
Eaton Vance Government Obligations Fund Class RERGOXC++Japan1fund risk1.37%
American Funds New World Fund Class R-3RNWCXAEmerging Markets16fund risk1.34%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
PIMCO Income Fund Class RPONRXA+Bond - Emerging Market2fund risk1.1%
Templeton Global Bond Fund Class RFGBRXD-U.S. Treasury - Short / Intermediate3fund risk1.11%
Lord Abbett Income Fund Class R3LAURXBBond - U.S. Corporate4fund risk1.08%
Other     
Nuveen Mid Cap Index Fund Class R3FMCYX Other0fund risk0.98%
American Century Investments One Choice 2020 Portfolio R ClassARBRX Other0fund risk0.7%
Fidelity California AMT Tax-Free Money Market Fund Institutional ClassFSBXX Other0fund risk0%
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