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

Dow Jones 401k 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     
Fidelity Freedom 2035 Fund Class KFSNUXBU.S. All Cap12fund risk0%
Fidelity Freedom 2055 Fund Class KFNSDXBU.S. All Cap13fund risk0%
Fidelity Freedom 2050 Fund Class KFNSBXBU.S. All Cap13fund risk0%
Fidelity Freedom 2045 Fund Class KFSNZXBU.S. All Cap13fund risk0%
Fidelity Freedom 2040 Fund Class KFSNVXBU.S. All Cap13fund risk0%
Fidelity 500 IndexFXAIXCU.S. Large Cap15fund risk0.02%
Fidelity Freedom 2005 Fund Class KFSNJXBU.S. All Cap4fund risk0%
Fidelity Freedom 2010 Fund Class KFSNKXBU.S. All Cap5fund risk0%
Fidelity Freedom 2015 Fund Class KFSNLXBU.S. All Cap7fund risk0%
Fidelity Freedom 2020 Fund Class KFSNOXBU.S. All Cap8fund risk0%
Fidelity Freedom 2025 Fund Class KFSNPXCU.S. All Cap9fund risk0%
Fidelity Freedom 2030 Fund Class KFSNQXBU.S. All Cap10fund risk0%
U.S. Equities - Growth     
Fidelity Growth Company Fund Class KFGCKXB--U.S. All Cap - Growth23fund risk0.71%
Morgan Stanley Institutional Fund, Inc. Small Company Growth Portfolio Class AMSSMXAU.S. Micro Cap - Growth33fund risk1.31%
U.S. Equities - Value     
Perkins Mid Cap Value Fund Class IJMVAXF++U.S. Mid Cap - Value17fund risk0.63%
AllianzGI NFJ Small-Cap Value Fund Institutional ClassPSVIXF++U.S. Mid Cap - Value20fund risk0.77%
Global & Intl. Equity     
Fidelity Diversified International FundFDIVXB-International Large Cap - Growth14fund risk0.92%
Fidelity Freedom Income Class KFNSHXBEmerging Markets4fund risk0%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Fidelity U.S. Bond IndexFXNAXC-Bond - Multi Sector3fund risk0.05%
Vanguard Inflation-Protected Securities Fund Investor SharesVIPSXC+U.S. Treasury - TIPS4fund risk0.2%
Other     
Morgan Stanley Mid Cap Growth IDGRDX Other0fund risk0.72%
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