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

Equity Residential Advantage Retirement Savings Plan

Send me updates


Share this plan


Plan was created by dave.dear on 3/31/2015.
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 
Vanguard Small-Cap Index Fund Admiral SharesVSMAXwas added by dave.dear3/31/2015Remove
DFA Emerging Markets Value Portfolio Institutional ClassDFEVXwas added by dave.dear3/31/2015Remove
Thornburg International Value Fund Class R5TIVRXwas added by dave.dear3/31/2015Remove
Vanguard Developed Markets Index Fund Admiral SharesVTMGXwas added by dave.dear3/31/2015Remove
PIMCO CommodityRealReturn Strategy Fund Institutional ClassPCRIXwas added by dave.dear3/31/2015Remove
JPMorgan Large Cap Growth Fund Class R5JLGRXwas added by dave.dear3/31/2015Remove
Vanguard Windsor II Fund Admiral SharesVWNAXwas added by dave.dear3/31/2015Remove
Vanguard 500 Index Fund Admiral ClassVFIAXwas added by dave.dear3/31/2015Remove
Franklin Small Cap Value Fund Advisor ClassFVADXwas added by dave.dear3/31/2015Remove
Goldman Sachs Mid Cap Value Fund Institutional ClassGSMCXwas added by dave.dear3/31/2015Remove
Nuveen Mid Cap Growth Opportunities Fund Class R6FMEFXwas added by dave.dear3/31/2015Remove
Nuveen Small Cap Select Fund Class IARSTXwas added by dave.dear3/31/2015Remove
Vanguard Mid-Cap Index Fund Admiral SharesVIMAXwas added by dave.dear3/31/2015Remove
Vanguard REIT Index Fund Admiral SharesVGSLXwas added by dave.dear3/31/2015Remove
US Cash / Money MarketUSCASHwas added by dave.dear3/31/2015Remove
PIMCO GNMA Fund Institutional ClassPDMIXwas added by dave.dear3/31/2015Remove
PIMCO Moderate Duration Fund Institutional ClassPMDRXwas added by dave.dear3/31/2015Remove
Templeton Global Bond Fund Advisor ClassTGBAXwas added by dave.dear3/31/2015Remove
Vanguard Total Bond Market Index Fund Admiral SharesVBTLXwas added by dave.dear3/31/2015Remove
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