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

Allscripts, LLC. Retirement Savings 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     
Schwab Target 2035 FundSWIRXCU.S. All Cap11fund risk0.82%
Schwab Target 2040 FundSWERXCU.S. All Cap12fund risk0.84%
Schwab S&P 500 Index FundSWPPXCU.S. Large Cap15fund risk0.09%
Schwab Target 2010 FundSWBRXCU.S. All Cap6fund risk0.55%
Schwab Target 2015 FundSWGRXCU.S. All Cap6fund risk0%
Schwab Target 2020 FundSWCRXCU.S. All Cap6fund risk0.68%
Schwab Target 2025 FundSWHRXCU.S. All Cap8fund risk0.74%
Schwab Target 2030 FundSWDRXCU.S. All Cap10fund risk0.77%
U.S. Equities - Growth     
MainStay Large Cap Growth Fund Class IMLAIXD--U.S. Large Cap - Growth21fund risk0.77%
The Hartford Small Company Fund Class AIHSAXC--U.S. Small Cap - Growth23fund risk1.39%
AllianzGI Technology Fund Institutional ClassDRGTXF-U.S. Mid Cap - Growth27fund risk1.24%
Morgan Stanley Institutional Fund Trust Mid Cap Growth Portfolio Class IMPEGXF-U.S. Mid Cap - Growth35fund risk0.7%
U.S. Equities - Value     
MFS Value Fund Class R4MEIJXC++U.S. Mega Cap - Value14fund risk0.67%
Goldman Sachs Mid Cap Value Fund Institutional ClassGSMCXC++U.S. Mid Cap - Value17fund risk0.74%
RidgeWorth Ceredex Small Cap Value Equity Fund Class InstitutionalSCETXC++U.S. Mid Cap - Value19fund risk1.22%
Global & Intl. Equity     
Thornburg International Value Fund Class ITGVIXA+Europe14fund risk0.86%
American Funds EuroPacific Growth Fund Class R-4REREXA-International Large Cap - Growth16fund risk0.84%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
MainStay High Yield Corporate Bond Fund Class IMHYIXB++Bond - U.S. High Yield3fund risk0.76%
PIMCO Total Return Fund Institutional ClassPTTRXB-Bond - Multi Sector3fund risk0.46%
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