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

Trollxiaware

Send me updates


Share this plan


Plan was created by bifflog on 7/21/2015.
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 Total International Stock Index Fund Investor SharesVGTSXwas added by bifflog7/21/2015Remove
Vanguard REIT Index Fund Investor SharesVGSIXwas added by bifflog7/21/2015Remove
Vanguard Small Capitalization Index Fund Investor SharesNAESXwas added by bifflog7/21/2015Remove
Vanguard Small Capitalization Value Index Fund Investor SharesVISVXwas added by bifflog7/21/2015Remove
Vanguard Growth Index Fund Investor SharesVIGRXwas added by bifflog7/21/2015Remove
Vanguard Mid-Cap Index Fund Investor SharesVIMSXwas added by bifflog7/21/2015Remove
Vanguard Mid-Cap Value Index Fund Investor SharesVMVIXwas added by bifflog7/21/2015Remove
Vanguard FTSE All-World ex-US Index Fund Investor SharesVFWIXwas added by bifflog7/21/2015Remove
Vanguard 500 Index Fund Investor ClassVFINXwas added by bifflog7/21/2015Remove
Prudential Jennison Natural Resources Fund Class ZPNRZXwas added by bifflog7/21/2015Remove
Prudential Jennison Mid Cap Growth Fund Class ZPEGZXwas added by bifflog7/21/2015Remove
Oppenheimer Developing Markets Fund Class YODVYXwas added by bifflog7/21/2015Remove
MFS Massachusetts Investors Growth Stock Fund Class R4MIGKXwas added by bifflog7/21/2015Remove
JPMorgan SmartRetirement Income Fund Class Institutional SharesJSIIXwas added by bifflog7/21/2015Remove
JPMorgan SmartRetirement 2050 Fund Class Institutional SharesJTSIXwas added by bifflog7/21/2015Remove
JPMorgan SmartRetirement 2045 Fund Class Institutional SharesJSAIXwas added by bifflog7/21/2015Remove
JPMorgan SmartRetirement 2030 Fund Class Institutional SharesJSMIXwas added by bifflog7/21/2015Remove
JPMorgan SmartRetirement 2035 Fund Class Institutional SharesSRJIXwas added by bifflog7/21/2015Remove
JPMorgan SmartRetirement 2040 Fund Class Institutional SharesSMTIXwas added by bifflog7/21/2015Remove
American Funds Washington Mutual Investors Fund Class R-6RWMGXwas added by bifflog7/21/2015Remove
First Eagle Overseas Fund Class ISGOIXwas added by bifflog7/21/2015Remove
Janus Triton Fund Class IJSMGXwas added by bifflog7/21/2015Remove
JPMorgan SmartRetirement 2015 Fund Institutional Class SharesJSFIXwas added by bifflog7/21/2015Remove
JPMorgan SmartRetirement 2020 Fund Class Institutional SharesJTTIXwas added by bifflog7/21/2015Remove
JPMorgan SmartRetirement 2025 Fund Class Institutional SharesJNSIXwas added by bifflog7/21/2015Remove
PIMCO Total Return Fund Class PPTTPXwas added by bifflog7/21/2015Remove
PIMCO Real Return Fund Class PPRLPXwas added by bifflog7/21/2015Remove
American Funds New Perspective Fund Class R-6RNPGXwas added by bifflog7/21/2015Remove
American Funds EuroPacific Growth Fund Class R-6RERGXwas added by bifflog7/21/2015Remove
Vanguard Total Bond Market Index Fund Investor SharesVBMFXwas added by bifflog7/21/2015Remove
Vanguard Short-Term Bond Index Fund Admiral SharesVBIRXwas added by bifflog7/21/2015Remove
Vanguard Intermediate-Term Treasury Fund Investor SharesVFITXwas added by bifflog7/21/2015Remove
Prudential High-Yield Fund Class ZPHYZXwas added by bifflog7/21/2015Remove
AB Global Bond Fund Advisor ClassANAYXwas added by bifflog7/21/2015Remove
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