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

Hubert Company, Llc Savings Plan

Send me updates


Share this plan


Plan was created by fugate97 on 4/20/2016.
Number of Followers: 1


COMMENTS plan comments help
Add Comment
To add a new comment
Log In or Sign Up
close help

Plan Comments

Join the conversation and comment or ask questions about the plan, its investment options, or the model portfolios provided.


TRANSACTIONS investment options help
The investment options available to you through the plan have changed? Add or remove any here and get up-to-date advice:



NameTickerActionDate 
Invesco Developing Markets Fund Class YGTDYXwas added by fugate974/20/2016Remove
Neuberger Berman Real Estate Fund Institutional ClassNBRIXwas added by fugate974/20/2016Remove
Victory Global Natural Resources Fund Class YRSNYXwas added by fugate974/20/2016Remove
Eaton Vance Balanced Fund Class AEVIFXwas added by fugate974/20/2016Remove
Fidelity Advisor Government Income Fund Class IFVIIXwas added by fugate974/20/2016Remove
JPMorgan Core Plus Bond Fund Class AONIAXwas added by fugate974/20/2016Remove
US Cash / Money MarketUSCASHwas added by fugate974/20/2016Remove
AllianzGI NFJ Dividend Value Fund Institutional ClassNFJEXwas added by fugate974/20/2016Remove
T. Rowe Price Blue Chip Growth FundTRBCXwas added by fugate974/20/2016Remove
Victory Diversified Stock Fund Class ASRVEXwas added by fugate974/20/2016Remove
The Hartford MidCap Fund Class R4HFMSXwas added by fugate974/20/2016Remove
Fidelity Advisor Small Cap Fund I ClassFSCIXwas added by fugate974/20/2016Remove
Wells Fargo Special Small Cap Value Fund - Class InstESPNXwas added by fugate974/20/2016Remove
Fidelity Advisor Diversified International Fund I ClassFDVIXwas added by fugate974/20/2016Remove
close help

Plan Transactions

This section details the different updates made to the plan over time, such as when new investment options become available, etc...
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