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

Cigna HSA Bank Investments Mutual Funds

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 LifeStrategy Growth Fund Investor SharesVASGXCU.S. All Cap11fund risk0.17%
Vanguard Target Retirement 2040 Fund Investor SharesVFORXCU.S. All Cap12fund risk0.19%
Vanguard Target Retirement 2060 Fund Investor SharesVTTSXCU.S. All Cap13fund risk0.18%
Vanguard Target Retirement 2050 Fund Investor SharesVFIFXCU.S. All Cap13fund risk0.19%
Vanguard Health Care Fund Admiral SharesVGHAXDU.S. Large Cap14fund risk0.3%
Vanguard 500 Index Fund Admiral ClassVFIAXCU.S. Large Cap15fund risk0.05%
Vanguard Mid-Cap Index Fund Admiral SharesVIMAXC+U.S. Mid Cap16fund risk0.09%
Principal MidCap Fund Institutional ClassPCBIXD+U.S. Mid Cap16fund risk0.66%
Vanguard Small-Cap Index Fund Admiral SharesVSMAXB+U.S. Small Cap19fund risk0.09%
Vanguard Target Retirement Income Fund Investor SharesVTINXCU.S. All Cap5fund risk0.17%
Vanguard LifeStrategy Conservative Growth Fund Investor SharesVSCGXCU.S. All Cap6fund risk0.15%
Vanguard Target Retirement 2020 Fund Investor SharesVTWNXDU.S. All Cap8fund risk0.17%
Vanguard LifeStrategy Moderate Growth Fund Investor SharesVSMGXCU.S. All Cap9fund risk0.16%
Vanguard Target Retirement 2030 Fund Investor SharesVTHRXCU.S. All Cap10fund risk0.18%
U.S. Equities - Growth     
Virtus Small-Cap Sustainable Growth Fund Class InstitutionalPXSGXF-U.S. Mid Cap - Growth20fund risk1.25%
T. Rowe Price Blue Chip Growth ITBCIXD--U.S. Large Cap - Growth21fund risk0%
U.S. Equities - Value     
Fidelity Low-Priced Stock FundFLPSXA++U.S. All Cap - Value15fund risk0.79%
Diamond Hill Large Cap Fund Class IDHLRXC++U.S. Large Cap - Value15fund risk0.81%
Specialty     
Vanguard REIT Index Fund Admiral SharesVGSLXB++U.S. Real Estate18fund risk0.1%
Global & Intl. Equity     
Vanguard Developed Markets Index Fund Admiral SharesVTMGXA-International Large Cap14fund risk0.09%
DFA International Core Equity Portfolio Institutional ClassDFIEXD++International Small Cap15fund risk0.39%
DFA Emerging Markets Portfolio Institutional ClassDFEMXAEmerging Markets16fund risk0.57%
Bonds     
Vanguard Treasury Money Market Fund Investor SharesVUSXXCU.S. Cash / Money Market0fund risk0%
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Vanguard Short-Term Federal Fund Admiral SharesVSGDXCBond - U.S. Mortgages1fund risk0.1%
PIMCO Floating Income Fund Institutional ClassPFIIXB++Bond - U.S. High Yield2fund risk0.55%
PIMCO Foreign Bond (U.S. Dollar-Hedged) Fund Institutional ClassPFORXC+Bond - Emerging Market2fund risk0.5%
MainStay High Yield Corporate Bond Fund Class IMHYIXB++Bond - U.S. High Yield3fund risk0.76%
Vanguard Total Bond Market Index Fund Admiral SharesVBTLXC-Bond - Multi Sector3fund risk0.08%
Vanguard Inflation-Protected Securities Fund Admiral SharesVAIPXC+U.S. Treasury - TIPS4fund risk0.1%
Western Asset Core Plus Bond Fund Class IWACPXCBond - U.S. Corporate4fund risk0.51%
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