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

David&Goliath

Send me updates


Share this plan


Plan was created by ALR on 3/20/2012.
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 
Fidelity Prime Fund - Daily Money ClassFDAXXwas added by ALR3/20/2012Remove
PIMCO Investment Grade Corporate Bond Fund Class APBDAXwas added by ALR3/20/2012Remove
Fidelity Advisor Freedom 2005 Fund Class TFFTVXwas added by ALR3/20/2012Remove
Fidelity Advisor Freedom 2010 Fund Class TFCFTXwas added by ALR3/20/2012Remove
Fidelity Advisor Freedom 2015 Fund Class TFFVTXwas added by ALR3/20/2012Remove
Fidelity Advisor Freedom 2020 Fund Class TFDTFXwas added by ALR3/20/2012Remove
Fidelity Advisor Freedom 2025 Fund Class TFTTWXwas added by ALR3/20/2012Remove
Fidelity Advisor Freedom 2035 Fund Class TFTTHXwas added by ALR3/20/2012Remove
Fidelity Advisor Freedom 2040 Fund Class TFTFFXwas added by ALR3/20/2012Remove
Fidelity Advisor Freedom 2045 Fund Class TFFFTXwas added by ALR3/20/2012Remove
Fidelity Advisor Freedom 2050 Fund Class TFFFQXwas added by ALR3/20/2012Remove
Fidelity Advisor Freedom Income Fund Class TFTAFXwas added by ALR3/20/2012Remove
Fidelity Advisor High Income Advantage Fund Class TFAHYXwas added by ALR3/20/2012Remove
Fidelity Advisor Strategic Income Fund Class TFSIAXwas added by ALR3/20/2012Remove
PIMCO Total Return Fund Class APTTAXwas added by ALR3/20/2012Remove
Fidelity Advisor Freedom 2030 Fund Class TFTFEXwas added by ALR3/20/2012Remove
Fidelity Advisor Asset Manager 20% Fund Class TFTDWXwas added by ALR3/20/2012Remove
Fidelity Advisor Asset Manager 50% Fund Class TFFTMXwas added by ALR3/20/2012Remove
Fidelity Advisor Asset Manager 70% Fund Class TFTASXwas added by ALR3/20/2012Remove
US Cash / Money MarketUSCASHwas added by ALR3/20/2012Remove
Fidelity Advisor Stock Selector Large Cap Value Fund Class TFLUTXwas added by ALR3/20/2012Remove
John Hancock Fundamental Large Cap Core Fund Class ATAGRXwas added by ALR3/20/2012Remove
Fidelity Advisor Asset Manager 85% Fund Class TFEYTXwas added by ALR3/20/2012Remove
Oppenheimer Main Street Select Fund Class AOMSOXwas added by ALR3/20/2012Remove
Prudential Jennison Equity Income Fund Class ASPQAXwas added by ALR3/20/2012Remove
Dreyfus Opportunistic Midcap Value Fund Class ADMCVXwas added by ALR3/20/2012Remove
Fidelity Advisor Mid Cap II Fund Class TFITIXwas added by ALR3/20/2012Remove
Fidelity Advisor Value Fund Class TFTVFXwas added by ALR3/20/2012Remove
Fidelity Advisor Small Cap Fund Class TFSCTXwas added by ALR3/20/2012Remove
Invesco Small Cap Value Fund Class AVSCAXwas added by ALR3/20/2012Remove
AllianzGI NFJ International Value Fund Class AAFJAXwas added by ALR3/20/2012Remove
Fidelity Advisor International Discovery Fund Class TFTADXwas added by ALR3/20/2012Remove
Oppenheimer Developing Markets Fund Class AODMAXwas added by ALR3/20/2012Remove
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