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

Harland Clarke Corp. 401(K) Plan

Send me updates


Share this plan


PLAN FUNDS investment options ratings help
close help

Plan Funds

This section shows the list of assets (such as mutual funds) in the plan; these are the investment options available in this plan. This list was developed based on user input. The display of the asset list was organized based on asset category. You can click on the name or ticker symbol to view the details of that asset.
The table shows all the available investment options in the plan.

[Edit Plan Information]
NameTickerRatingBest Fit CategoryRisk (%)Fees
U.S. Equities - Blend     
T. Rowe Price Retirement 2030 FundTRRCXCU.S. All Cap11fund risk0.74%
T. Rowe Price Retirement 2035 FundTRRJXCU.S. All Cap12fund risk0.76%
T. Rowe Price Retirement 2040 FundTRRDXCU.S. All Cap13fund risk0.76%
T. Rowe Price Retirement 2045 FundTRRKXCU.S. All Cap14fund risk0.76%
T. Rowe Price Retirement 2050 FundTRRMXCU.S. All Cap14fund risk0.76%
T. Rowe Price Retirement 2055 FundTRRNXCU.S. All Cap14fund risk0.76%
Vanguard Institutional Index Fund Institutional SharesVINIXCU.S. Large Cap15fund risk0.04%
T. Rowe Price Mid-Cap Growth FundRPMGXF+U.S. Mid Cap16fund risk0.78%
T. Rowe Price Retirement Balanced FundTRRIXBU.S. All Cap6fund risk0.56%
T. Rowe Price Retirement 2010 FundTRRAXBU.S. All Cap7fund risk0.61%
T. Rowe Price Retirement 2015 FundTRRGXBU.S. All Cap7fund risk0.65%
T. Rowe Price Retirement 2020 FundTRRBXBU.S. All Cap8fund risk0.69%
T. Rowe Price Retirement 2025 FundTRRHXCU.S. All Cap10fund risk0.72%
U.S. Equities - Growth     
Vanguard Russell 1000 Growth Index Fund Institutional SharesVRGWXC--U.S. Large Cap - Growth20fund risk0.08%
Invesco Small Cap Growth Fund R5 ClassGTSVXA--U.S. Small Cap - Growth25fund risk0.83%
U.S. Equities - Value     
Dodge & Cox Balanced FundDODBXA++U.S. All Cap - Value12fund risk0.53%
JPMorgan Equity Income Fund Class R5OIERXC++U.S. Mega Cap - Value15fund risk0.58%
John Hancock Funds Disciplined Value Mid Cap Fund Class IJVMIXD++U.S. Mid Cap - Value20fund risk0.89%
Goldman Sachs Small Cap Value Fund InstitutionalGSSIXF++U.S. Small Cap - Value25fund risk0.98%
Specialty     
Prudential Global Real Estate Fund Class APURAXB++U.S. Real Estate15fund risk1.26%
Global & Intl. Equity     
Invesco International Growth Fund R5 ClassAIEVXB-International Large Cap - Growth14fund risk0.97%
American Funds EuroPacific Growth Fund Class R-6RERGXA-International Large Cap - Growth16fund risk0.49%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Pioneer Bond Fund Class YPICYXBBond - U.S. Corporate3fund risk0.66%
Janus Flexible Bond Fund Class IJFLEXB-Bond - Multi Sector3fund risk0.59%
Templeton Global Bond Fund Advisor ClassTGBAXC-U.S. Treasury - Short / Intermediate3fund risk0.61%
PIMCO Real Return Fund Institutional ClassPRRIXC+U.S. Treasury - TIPS4fund risk0.45%
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