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

Univision Savings Tax Advantage Retirement Plan

Send me updates


Share this plan


Plan was created by investorkivalia on 4/3/2015.
Number of Followers: 4


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 
AMG Managers Cadence Mid Cap Fund - Class ZMCMFXwas added by brian2/5/2020Remove
AMG Managers Cadence Capital Appreciation Fund - Class ZMPCIXwas removed by brian2/5/2020
Hennessy Cornerstone Mid Cap 30 Fund Institutional ClassHIMDXwas added by brian2/5/2020Remove
Rainier Small/Mid Cap Equity Fund Institutional SharesRAISXwas removed by brian2/5/2020
US Cash / Money MarketUSCASHwas added by brian2/5/2020Remove
US Cash / Money MarketUSCASHwas removed by brian2/5/2020Remove
US Cash / Money MarketUSCASHwas removed by investorkivalia4/3/2015Remove
Fidelity Money Market Trust Retirement Government Money Market II PortfolioFRTXXwas added by investorkivalia4/3/2015
Vanguard Total Bond Market Index Fund Institutional SharesVBTIXwas added by investorkivalia4/3/2015Remove
PIMCO Total Return Fund Institutional ClassPTTRXwas added by investorkivalia4/3/2015Remove
Fidelity Freedom K 2055 FundFDENXwas added by investorkivalia4/3/2015
Fidelity Freedom K 2050 FundFFKHXwas added by investorkivalia4/3/2015
Fidelity Freedom K 2045 FundFFKGXwas added by investorkivalia4/3/2015
Fidelity Freedom K 2040 FundFFKFXwas added by investorkivalia4/3/2015
Fidelity Freedom K 2030 FundFFKEXwas added by investorkivalia4/3/2015
Fidelity Freedom K 2025 FundFKTWXwas added by investorkivalia4/3/2015
Fidelity Freedom K 2020 FundFFKDXwas added by investorkivalia4/3/2015
Fidelity Freedom K 2035 FundFKTHXwas added by investorkivalia4/3/2015
Fidelity Freedom K Income FundFFKAXwas added by investorkivalia4/3/2015
Fidelity Freedom K 2005 FundFFKVXwas added by investorkivalia4/3/2015
Fidelity Diversified International Fund Class KFDIKXwas added by investorkivalia4/3/2015Remove
Fidelity Freedom K 2015 FundFKVFXwas added by investorkivalia4/3/2015
Fidelity Freedom K 2010 FundFFKCXwas added by investorkivalia4/3/2015
Rainier Small/Mid Cap Equity Fund Institutional SharesRAISXwas added by investorkivalia4/3/2015
Fidelity Extended Market Index Fund Premium ClassFSEVXwas added by investorkivalia4/3/2015
Glenmede Small Cap Equity Portfolio Institutional ClassGTSCXwas added by investorkivalia4/3/2015Remove
Fidelity International Index Fund Premium ClassFSIVXwas added by investorkivalia4/3/2015
Fidelity Real Estate Investment PortfolioFRESXwas added by investorkivalia4/3/2015Remove
Fidelity Balanced Fund Class KFBAKXwas added by investorkivalia4/3/2015Remove
Fidelity Low-Priced Stock Fund Class KFLPKXwas added by investorkivalia4/3/2015Remove
Baron Growth Fund Institutional SharesBGRIXwas added by investorkivalia4/3/2015Remove
Fidelity Value Fund Class KFVLKXwas added by investorkivalia4/3/2015Remove
T. Rowe Price Equity Income FundPRFDXwas added by investorkivalia4/3/2015Remove
Fidelity 500 Index Fund Premium ClassFUSVXwas added by investorkivalia4/3/2015
Neuberger Berman Large Cap Value Fund Institutional ClassNBPIXwas added by investorkivalia4/3/2015Remove
Harbor Capital Appreciation Fund Institutional ClassHACAXwas added by investorkivalia4/3/2015Remove
Fidelity Fund Class KFFDKXwas added by investorkivalia4/3/2015Remove
Fidelity Equity-Income Fund Class KFEIKXwas added by investorkivalia4/3/2015Remove
Fidelity OTC Portfolio Class KFOCKXwas added by investorkivalia4/3/2015Remove
AMG Managers Cadence Capital Appreciation Fund - Class ZMPCIXwas added by investorkivalia4/3/2015
US Cash / Money MarketUSCASHwas added by investorkivalia4/3/2015Remove
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