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

It Retail, Inc. 401(K) Profit Sharing 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     
American Funds Capital World Growth and Income Fund Class R-2RWIBXCU.S. Large Cap14fund risk1.51%
American Funds Investment Company of America Class R-2RICBXDU.S. Large Cap14fund risk1.36%
American Funds American Balanced Fund Class R-2RLBBXCU.S. Large Cap9fund risk1.34%
U.S. Equities - Growth     
American Funds New Perspective Fund Class R-2RNPBXA--U.S. All Cap - Growth17fund risk1.53%
American Funds The Growth Fund of America Class R-2RGABXC--U.S. All Cap - Growth18fund risk1.37%
U.S. Equities - Value     
American Funds Washington Mutual Investors Fund Class R-2RWMBXF++U.S. Mega Cap - Value14fund risk1.35%
American Funds The Income Fund of America Class R-2RIDBXB++U.S. Mega Cap - Value9fund risk1.36%
American Funds Capital Income Builder Class R-2RIRBXC++U.S. Mega Cap - Value9fund risk1.37%
Global & Intl. Equity     
American Funds EuroPacific Growth Fund Class R-2RERBXA-International Large Cap - Growth16fund risk1.57%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
American Funds The Bond Fund of America Class R-2RBFBXC-Bond - Multi Sector3fund risk1.35%
American Funds American High-Income Trust Class R-2RITBXA++Bond - U.S. High Yield3fund risk1.47%
Other     
American Funds U.S. Government Money Market Fund Class R-2RABXX 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