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

Perceptron, Inc. T. Rowe Price

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     
Vanguard 500 Index Fund Admiral ClassVFIAXCU.S. Large Cap15fund risk0.05%
U.S. Equities - Growth     
MassMutual Select Mid Cap Growth Equity Fund II Class IMEFZXB-U.S. Mid Cap - Growth17fund risk0.73%
Vanguard Extended Market Index Fund Admiral SharesVEXAXA--U.S. Small Cap - Growth20fund risk0.1%
T. Rowe Price Blue Chip Growth FundTRBCXD--U.S. Large Cap - Growth21fund risk0.74%
U.S. Equities - Value     
Invesco Diversified Dividend Fund Class R6LCEFXD++U.S. All Cap - Value15fund risk0.48%
MFS Mid Cap Value Fund Class R6MVCKXC++U.S. Mid Cap - Value17fund risk0.88%
Global & Intl. Equity     
Vanguard Total International Stock Index Fund Admiral SharesVTIAXD++International Small Cap14fund risk0.14%
Rainier International Discovery Fund Institutional SharesRAIIXA-International Large Cap - Growth16fund risk1.25%
Oppenheimer Developing Markets Fund Class IODVIXCEmerging Markets17fund risk0.87%
Oakmark International Fund Class InstitutionalOANIXAInternational Large Cap - Value21fund risk0%
PIMCO All Asset Fund Institutional ClassPAAIXA++International Small Cap8fund risk0.07%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
PIMCO Income Fund Institutional ClassPIMIXA+Bond - Emerging Market3fund risk0.45%
Western Asset Core Bond Fund Class ISWACSXCBond - U.S. Corporate4fund risk0.44%
Other     
Nuveen Small Cap Value Fund Class R3FSVSX Other0fund risk1.71%
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