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

Test64646464

Send me updates


Share this plan


Plan was created by dowen on 2/24/2016.
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 
Vanguard Target Retirement Income Fund Investor SharesVTINXwas added by dowen2/24/2016Remove
Vanguard Target Retirement 2055 Fund Investor SharesVFFVXwas added by dowen2/24/2016Remove
Vanguard Target Retirement 2045 Fund Investor SharesVTIVXwas added by dowen2/24/2016Remove
Vanguard Target Retirement 2040 Fund Investor SharesVFORXwas added by dowen2/24/2016Remove
Vanguard Target Retirement 2035 Fund Investor SharesVTTHXwas added by dowen2/24/2016Remove
Vanguard Target Retirement 2060 Fund Investor SharesVTTSXwas added by dowen2/24/2016Remove
Vanguard Target Retirement 2030 Fund Investor SharesVTHRXwas added by dowen2/24/2016Remove
Vanguard Target Retirement 2025 Fund Investor SharesVTTVXwas added by dowen2/24/2016Remove
Vanguard Target Retirement 2020 Fund Investor SharesVTWNXwas added by dowen2/24/2016Remove
Vanguard Target Retirement 2015 Fund Investor SharesVTXVXwas added by dowen2/24/2016Remove
Vanguard Target Retirement 2010 Fund Investor SharesVTENXwas added by dowen2/24/2016Remove
Vanguard LifeStrategy Moderate Growth Fund Investor SharesVSMGXwas added by dowen2/24/2016Remove
Vanguard LifeStrategy Income Fund Investor SharesVASIXwas added by dowen2/24/2016Remove
Vanguard LifeStrategy Growth Fund Investor SharesVASGXwas added by dowen2/24/2016Remove
Vanguard LifeStrategy Conservative Growth Fund Investor SharesVSCGXwas added by dowen2/24/2016Remove
American Funds New World Fund Class R-6RNWGXwas added by dowen2/24/2016Remove
American Funds SMALLCAP World Fund Class R-6RLLGXwas added by dowen2/24/2016Remove
Vanguard International Explorer Fund Investor SharesVINEXwas added by dowen2/24/2016Remove
Vanguard Total International Stock Index Fund Admiral SharesVTIAXwas added by dowen2/24/2016Remove
Vanguard Target Retirement 2050 Fund Investor SharesVFIFXwas added by dowen2/24/2016Remove
Victory Munder Mid-Cap Core Growth Fund Class R6MGOSXwas added by dowen2/24/2016Remove
Vanguard Mid-Cap Index Fund Admiral SharesVIMAXwas added by dowen2/24/2016Remove
Vanguard Small-Cap Index Fund Admiral SharesVSMAXwas added by dowen2/24/2016Remove
Prudential QMA Mid Cap Value Fund Class QPMVQXwas added by dowen2/24/2016Remove
Eagle Small Cap Growth Fund Class R6HSRUXwas added by dowen2/24/2016Remove
DFA Global Real Estate Securities PortfolioDFGEXwas added by dowen2/24/2016Remove
American Beacon Small Cap Value Fund Class InstitutionalAVFIXwas added by dowen2/24/2016Remove
ClearBridge Aggressive Growth Fund Class ISLSIFXwas added by dowen2/24/2016Remove
Vanguard 500 Index Fund Admiral ClassVFIAXwas added by dowen2/24/2016Remove
American Funds Washington Mutual Investors Fund Class R-6RWMGXwas added by dowen2/24/2016Remove
Vanguard Total Bond Market Index Fund Admiral SharesVBTLXwas added by dowen2/24/2016Remove
PIMCO Income Fund Class APONAXwas added by dowen2/24/2016Remove
DFA Inflation-Protected Securities Portfolio Institutional ClassDIPSXwas added by dowen2/24/2016Remove
American Funds The Bond Fund of America Class R-6RBFGXwas added by dowen2/24/2016Remove
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