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

Cagle's 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     
American Funds Capital World Growth and Income Fund Class ACWGIXCU.S. Large Cap13fund risk0.8%
American Funds Investment Company of America Class AAIVSXCU.S. Large Cap14fund risk0.61%
American Funds Fundamental Investors Class AANCFXCU.S. Large Cap15fund risk0.63%
Vanguard Total Stock Market Index Fund Admiral SharesVTSAXCU.S. All Cap16fund risk0.05%
Vanguard Mid-Cap Index Fund Admiral SharesVIMAXC+U.S. Mid Cap16fund risk0.09%
American Funds American Balanced Fund Class R-5RLBFXBU.S. Large Cap9fund risk0.34%
U.S. Equities - Growth     
American Funds New Perspective Fund Class AANWPXA--U.S. All Cap - Growth17fund risk0.79%
American Funds The Growth Fund of America Class AAGTHXB--U.S. All Cap - Growth18fund risk0.7%
U.S. Equities - Value     
American Funds Washington Mutual Investors Fund Class AAWSHXD++U.S. Mega Cap - Value14fund risk0.6%
Vanguard Energy Fund Investor SharesVGENXF++U.S. All Cap - Value22fund risk0.38%
American Funds Capital Income Builder Class ACAIBXC++U.S. Mega Cap - Value9fund risk0.61%
Global & Intl. Equity     
American Funds EuroPacific Growth Fund Class AAEPGXC-International Large Cap - Growth16fund risk0.84%
Oppenheimer Developing Markets Fund Class YODVYXCEmerging Markets17fund risk1.01%
Vanguard Precious Metals And Mining Fund Investor SharesVGPMXD++International Small Cap17fund risk0.25%
Oppenheimer International Bond Fund Class YOIBYXF++International Small Cap7fund risk0.74%
Bonds     
Vanguard Total Bond Market Index Fund Investor SharesVBMFXC-Bond - Multi Sector3fund risk0.2%
American Funds American High-Income Trust Class R-5RITFXA++Bond - U.S. High Yield4fund risk0.4%
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