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

Lcs Holdings, Inc. Retirement And 401(K) Savings Plan I

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     
American Funds Fundamental Investors Class R-4RFNEXCU.S. Large Cap15fund risk0.66%
Neuberger Berman Genesis Fund Trust ClassNBGEXF+U.S. Mid Cap18fund risk1.1%
U.S. Equities - Growth     
Goldman Sachs Growth Opportunities Fund Institutional ClassGGOIXD-U.S. Mid Cap - Growth20fund risk0.95%
Eagle Small Cap Growth Fund Class AHRSCXD--U.S. Small Cap - Growth23fund risk1.1%
U.S. Equities - Value     
American Beacon Large Cap Value Fund Investor ClassAAGPXC++U.S. All Cap - Value18fund risk0.93%
John Hancock Funds Disciplined Value Mid Cap Fund Class AJVMAXD++U.S. Mid Cap - Value20fund risk1.17%
Columbia Small Cap Value Fund II Class ACOVAXB++U.S. Small Cap - Value25fund risk1.29%
Global & Intl. Equity     
American Funds EuroPacific Growth Fund Class R-4REREXA-International Large Cap - Growth16fund risk0.84%
Bonds     
PIMCO Total Return Fund Class APTTAXB-Bond - Multi Sector3fund risk0.85%
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