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

DDR CORP 401K 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     
Fidelity 500 IndexFXAIXCU.S. Large Cap15fund risk0.02%
U.S. Equities - Growth     
American Funds New Perspective Fund Class R-4RNPEXA--U.S. All Cap - Growth17fund risk0.8%
Fidelity Capital Appreciation FundFDCAXA--U.S. All Cap - Growth18fund risk0.77%
Artisan Mid Cap Fund Investor ClassARTMXD-U.S. Mid Cap - Growth21fund risk1.22%
U.S. Equities - Value     
Eaton Vance Atlanta Capital SMID-Cap Fund Class IEISMXD++U.S. Mid Cap - Value18fund risk1%
Dodge & Cox Stock FundDODGXA++U.S. All Cap - Value19fund risk0.52%
Vanguard Selected Value Fund Investor SharesVASVXF++U.S. Mid Cap - Value23fund risk0.43%
Specialty     
Cohen & Steers Realty Shares FundCSRSXB++U.S. Real Estate18fund risk0.97%
Global & Intl. Equity     
Fidelity Diversified International FundFDIVXB-International Large Cap - Growth14fund risk0.92%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
PIMCO Total Return Fund Institutional ClassPTTRXB-Bond - Multi Sector3fund risk0.46%
Fidelity U.S. Bond IndexFXNAXC-Bond - Multi Sector3fund risk0.05%
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