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

National Instruments 401(K) 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     
Vanguard Institutional Target Retirement 2035 Fund Institutional SharesVITFXCU.S. All Cap11fund risk0%
Vanguard Institutional Target Retirement 2040 Fund Institutional SharesVIRSXCU.S. All Cap12fund risk0%
Vanguard Institutional Target Retirement 2045 Fund Institutional SharesVITLXCU.S. All Cap13fund risk0%
Vanguard Institutional Target Retirement 2060 Fund Institutional SharesVILVXCU.S. All Cap13fund risk0%
Vanguard Institutional Target Retirement 2055 Fund Institutional SharesVIVLXCU.S. All Cap13fund risk0%
Vanguard Institutional Target Retirement 2050 Fund Institutional SharesVTRLXCU.S. All Cap13fund risk0%
Vanguard Institutional Index Fund Institutional SharesVINIXCU.S. Large Cap15fund risk0.04%
Vanguard Small-Cap Index Fund Admiral SharesVSMAXB+U.S. Small Cap19fund risk0.09%
Vanguard Institutional Target Retirement Income Fund Institutional SharesVITRXCU.S. All Cap5fund risk0%
Vanguard Institutional Target Retirement 2015 Fund Institutional SharesVITVXCU.S. Large Cap5fund risk0%
Vanguard Institutional Target Retirement 2020 Fund Institutional SharesVITWXCU.S. All Cap7fund risk0%
Vanguard Institutional Target Retirement 2025 Fund Institutional SharesVRIVXCU.S. All Cap8fund risk0%
Vanguard Institutional Target Retirement 2030 Fund Institutional SharesVTTWXCU.S. All Cap10fund risk0%
U.S. Equities - Growth     
Fidelity Contrafund FundFCNTXC--U.S. Large Cap - Growth19fund risk0.66%
Harbor Capital Appreciation Fund Institutional ClassHACAXF--U.S. All Cap - Growth25fund risk0.65%
U.S. Equities - Value     
Vanguard Windsor II Fund Admiral SharesVWNAXA++U.S. Large Cap - Value15fund risk0.28%
Artisan Mid Cap Value Fund Investor ClassARTQXC++U.S. Mid Cap - Value18fund risk1.2%
Specialty     
T. Rowe Price Real Estate FundTRREXB++U.S. Real Estate21fund risk0.79%
Global & Intl. Equity     
Vanguard Total International Stock Index Fund Admiral SharesVTIAXD++International Small Cap14fund risk0.14%
Lazard Emerging Markets Equity Portfolio Institutional SharesLZEMXAEmerging Markets15fund risk1.09%
American Funds EuroPacific Growth Fund Class R-6RERGXA-International Large Cap - Growth16fund risk0.49%
PIMCO All Asset Fund Institutional ClassPAAIXA++International Small Cap8fund risk0.07%
Bonds     
PIMCO Total Return Fund Institutional ClassPTTRXB-Bond - Multi Sector3fund risk0.46%
Vanguard Total Bond Market Index Fund Admiral SharesVBTLXC-Bond - Multi Sector3fund risk0.08%
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