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

Avanade US 401(k)

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     
BlackRock LifePath Index 2035 Fund Class K SharesLIJKXCU.S. All Cap11fund risk0.15%
BlackRock LifePath Index 2040 Fund Class K SharesLIKKXCU.S. All Cap12fund risk0.15%
BlackRock LifePath Index 2045 Fund Class K SharesLIHKXCU.S. All Cap13fund risk0.15%
BlackRock LifePath Index 2050 Fund Class K SharesLIPKXCU.S. All Cap14fund risk0.15%
BlackRock LifePath Index 2055 Fund Class K SharesLIVKXCU.S. All Cap14fund risk0.15%
Vanguard Institutional Index Fund Institutional SharesVINIXCU.S. Large Cap15fund risk0.04%
American Funds AMCAP Fund Class R-6RAFGXDU.S. Large Cap15fund risk0.37%
Vanguard Mid-Cap Index Fund Institutional SharesVMCIXC+U.S. Mid Cap16fund risk0.08%
T. Rowe Price Mid-Cap Growth FundRPMGXF+U.S. Mid Cap16fund risk0.78%
Vanguard Small-Cap Index Fund Institutional SharesVSCIXB+U.S. Small Cap19fund risk0.08%
BlackRock LifePath Index Retirement Fund Class K SharesLIRKXCU.S. All Cap6fund risk0.14%
BlackRock LifePath Index 2025 Fund Class K SharesLIBKXCU.S. All Cap8fund risk0.14%
BlackRock LifePath Index 2030 Fund Class K SharesLINKXCU.S. All Cap9fund risk0.15%
U.S. Equities - Growth     
Vanguard Small-Cap Growth Index Fund Admiral SharesVSGAXC--U.S. Small Cap - Growth21fund risk0%
U.S. Equities - Value     
Invesco Comstock Fund Class R6ICSFXB++U.S. All Cap - Value20fund risk0.4%
Specialty     
Vanguard REIT Index Fund Admiral SharesVGSLXB++U.S. Real Estate18fund risk0.1%
Global & Intl. Equity     
MFS International Growth Fund Class R6MGRDXA-International Large Cap - Growth13fund risk0.88%
Oppenheimer International Growth Fund Class IOIGIXB-International Large Cap - Growth16fund risk0.72%
Oppenheimer Developing Markets Fund Class IODVIXCEmerging Markets17fund risk0.87%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Prudential Total Return Bond Fund Class ZPDBZXB-Bond - Multi Sector4fund risk0.6%
Prudential High-Yield Fund Class ZPHYZXA++Bond - U.S. High Yield4fund risk0.58%
Other     
Vanguard FTSE Social Index Fund Investor SharesVFTSX Other0fund risk0.28%
Fidelity Strategic Income FundFSICX Other0fund risk0.69%
BlackRock LifePath Index 2020 Fund Class K SharesLIMKX Other0fund risk0.14%
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