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

Ropes & Gray Llp 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     
JP Morgan SmartRetirement 2035 - CCU.S. All Cap11fund risk0.94%
JP Morgan SmartRetirement 2040 - CCU.S. All Cap13fund risk0.94%
JP Morgan SmartRetirement 2045 - CCU.S. All Cap14fund risk0.94%
JP Morgan SmartRetirement 2050 - CCU.S. All Cap14fund risk0.94%
BlackRock Equity Index - QCU.S. Large Cap15fund risk0.09%
JPMorgan U.S. Equity Fund Class R6JUEMXDU.S. Large Cap16fund risk0.54%
BlackRock Russell 2000 Index - TC+U.S. Small Cap23fund risk0.2%
JPMorgan SmartRetirement Income - CCU.S. All Cap5fund risk0.92%
JP Morgan SmartRetirement 2020 - CCU.S. All Cap6fund risk0.93%
JP Morgan SmartRetirement 2025 - CCU.S. All Cap8fund risk0.94%
JP Morgan SmartRetirement 2030 - CCU.S. All Cap9fund risk0.94%
U.S. Equities - Growth     
Artisan Mid Cap Fund Investor ClassARTMXD-U.S. Mid Cap - Growth21fund risk1.22%
U.S. Equities - Value     
JPMorgan Small Cap Equity Fund Class R5JSERXD++U.S. Mid Cap - Value18fund risk0.79%
BlackRock Midcap Equity Index - KD++U.S. Mid Cap - Value19fund risk0.25%
Global & Intl. Equity     
BlackRock ACWI ex-US IMI Index - RA-International Large Cap14fund risk0.35%
Dodge & Cox International Stock FundDODFXAInternational Large Cap - Value18fund risk0.64%
Bonds     
JPMorgan Prime Money Market CapitalCU.S. Cash / Money Market0fund risk0%
JPMorgan Short Duration Bond Fund Class R6JSDUXC+Bond - Emerging Market1fund risk0.3%
PIMCO Total Return Fund Administrative ClassPTRAXB-Bond - Multi Sector3fund risk0.71%
BlackRock US Debt Index - TC-Bond - Multi Sector3fund risk0.07%
Other     
JP Morgan SmartRetirement 2015 - C Other0fund risk0.93%
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