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

Powdr Corp. 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     
DFA U.S. Large Company PortfolioDFUSXCU.S. Large Cap15fund risk0.09%
Prudential Jennison Natural Resources Fund Class ZPNRZXA+U.S. Small Cap27fund risk0.87%
U.S. Equities - Value     
DFA U.S. Large Cap Value Portfolio Institutional ClassDFLVXC++U.S. All Cap - Value18fund risk0.27%
DFA U.S. Small Cap Portfolio Institutional ClassDFSTXB++U.S. Small Cap - Value22fund risk0.37%
DFA U.S. Targeted Value Portfolio Institutional ClassDFFVXA++U.S. Small Cap - Value25fund risk0.37%
Specialty     
DFA Two Year Global Fixed Income Portfolio Institutional ClassDFGFXC++U.S. Real Estate0fund risk0.18%
T. Rowe Price Real Estate FundTRREXB++U.S. Real Estate21fund risk0.79%
Global & Intl. Equity     
DFA International Small Company Portfolio Institutional ClassDFISXC++International Small Cap14fund risk0.54%
DFA Emerging Markets Core Equity Portfolio Institutional ClassDFCEXAEmerging Markets15fund risk0.63%
DFA International Small Cap Value Portfolio Institutional ClassDISVXD++International Small Cap16fund risk0.69%
DFA International Value Portfolio Institutional ClassDFIVXAInternational Large Cap - Value18fund risk0.43%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
DFA Short-Term Government Portfolio Institutional ClassDFFGXCBond - U.S. Mortgages1fund risk0.19%
DFA Intermediate Government Fixed Income Portfolio Institutional ClassDFIGXC-U.S. Treasury - Intermediate4fund risk0.12%
DFA Inflation-Protected Securities Portfolio Institutional ClassDIPSXC+U.S. Treasury - TIPS4fund risk0.12%
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