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

Boston Capital 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     
BlackRock LifePath 2030 Fund Investor A SharesLPRDXDU.S. All Cap10fund risk1.25%
BlackRock LifePath 2040 Fund Investor A SharesLPREXFU.S. All Cap13fund risk1.28%
BlackRock LifePath 2050 Fund Investor A SharesLPRFXDU.S. All Cap14fund risk1.31%
BlackRock LifePath Retirement Portfolio Investor A SharesLPRAXFU.S. All Cap8fund risk1%
Transamerica Multi-Managed Balanced Fund Class ITBLIXC-U.S. Mega Cap10fund risk0.98%
U.S. Equities - Growth     
American Funds The Growth Fund of America Class R-4RGAEXB--U.S. All Cap - Growth18fund risk0.68%
Prudential Jennison Mid Cap Growth Fund Class APEEAXD-U.S. Mid Cap - Growth23fund risk1.07%
BlackRock Small Cap Growth Equity Portfolio Investor A SharesCSGEXC--U.S. Small Cap - Growth23fund risk1.14%
U.S. Equities - Value     
Eaton Vance Large-Cap Value Fund Class AEHSTXD++U.S. Large Cap - Value16fund risk0.99%
John Hancock Funds Disciplined Value Mid Cap Fund Class AJVMAXD++U.S. Mid Cap - Value20fund risk1.17%
Columbia Small Cap Value Fund I Class ZCSCZXC++U.S. Small Cap - Value25fund risk1.06%
Specialty     
Neuberger Berman Real Estate Fund Class ANREAXB++U.S. Real Estate17fund risk0%
Global & Intl. Equity     
American Funds EuroPacific Growth Fund Class R-4REREXA-International Large Cap - Growth16fund risk0.84%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
PIMCO Total Return Fund Administrative ClassPTRAXB-Bond - Multi Sector3fund risk0.71%
Loomis Sayles Bond Fund Retail ClassLSBRXABond - U.S. Corporate4fund risk0.92%
Vanguard Inflation-Protected Securities Fund Investor SharesVIPSXC+U.S. Treasury - TIPS4fund risk0.2%
Other     
BlackRock LifePath 2020 Fund Investor A SharesLPRCX Other0fund risk1.3%
Transamerica Partners Stock Index FundDSKIX Other0fund risk0.65%
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