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

Defender Direct, Inc. 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 Target Retirement 2035 Fund Investor SharesVTTHXCU.S. All Cap11fund risk0.19%
American Funds Growth and Income Portfolio Class R-3RAICXCU.S. Large Cap11fund risk1.82%
Vanguard Target Retirement 2040 Fund Investor SharesVFORXCU.S. All Cap12fund risk0.19%
Vanguard Target Retirement 2045 Fund Investor SharesVTIVXCU.S. All Cap13fund risk0.19%
Vanguard Target Retirement 2060 Fund Investor SharesVTTSXCU.S. All Cap13fund risk0.18%
Vanguard Target Retirement 2055 Fund Investor SharesVFFVXCU.S. All Cap13fund risk0.19%
Vanguard Target Retirement 2050 Fund Investor SharesVFIFXCU.S. All Cap13fund risk0.19%
SSgA S&P 500 Index Fund N ClassSVSPXCU.S. Large Cap15fund risk0.17%
Vanguard Target Retirement Income Fund Investor SharesVTINXCU.S. All Cap5fund risk0.17%
Vanguard Target Retirement 2015 Fund Investor SharesVTXVXDU.S. Large Cap7fund risk0.17%
Vanguard Target Retirement 2020 Fund Investor SharesVTWNXDU.S. All Cap8fund risk0.17%
Vanguard Target Retirement 2025 Fund Investor SharesVTTVXDU.S. All Cap9fund risk0.18%
American Funds Balanced Portfolio Class R-3RBACXCU.S. All Cap9fund risk0.7%
Vanguard Target Retirement 2030 Fund Investor SharesVTHRXCU.S. All Cap10fund risk0.18%
U.S. Equities - Growth     
Invesco Small Cap Growth Fund Class AGTSAXB--U.S. Small Cap - Growth25fund risk1.21%
U.S. Equities - Value     
Franklin Small Cap Value Fund Class AFRVLXF++U.S. Small Cap - Value24fund risk1.19%
Specialty     
Nuveen Real Estate Securities Fund Class AFREAXC++U.S. Real Estate17fund risk1.25%
Global & Intl. Equity     
American Funds EuroPacific Growth Fund Class AAEPGXC-International Large Cap - Growth16fund risk0.84%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
JPMorgan High Yield Fund Class AOHYAXA++Bond - U.S. High Yield3fund risk1.04%
American Century Inflation Adjusted Bond Fund Investor ClassACITXC+U.S. Treasury - TIPS4fund risk0.47%
Other     
Vanguard Target Retirement 2010 Fund Investor SharesVTENX Other0fund risk0.17%
Transamerica Partners Stock Index FundDSKIX Other0fund risk0.65%
SSgA Emerging Markets SelectSEMSX Other0fund risk1.03%
SSgA International Stock Selection RSSARX Other0fund risk1.45%
SSgA Small Cap RSSCRX Other0fund risk1.6%
Invesco Mid Cap Growth Fund Class AVGRAX Other0fund risk1.16%
Transamerica Value Balanced AITAPX Other0fund risk0%
Transamerica AEGON High Yield Bond PTHYPX Other0fund risk0.9%
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