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

Apg Asset Management 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     
Fidelity 500 IndexFXAIXCU.S. Large Cap15fund risk0.02%
Fidelity Small Cap Stock FundFSLCXB+U.S. Small Cap19fund risk0.67%
Fidelity Select Consumer Discretionary PortfolioFSCPXFU.S. All Cap19fund risk0.81%
Fidelity Leveraged Company Stock Fund Class KFLCKXBU.S. All Cap20fund risk0.68%
Glenmede Small Cap Equity Portfolio Institutional ClassGTSCXA+U.S. Small Cap22fund risk0.75%
Fidelity Capital & Income FundFAGIXAU.S. All Cap6fund risk0.71%
U.S. Equities - Growth     
Fidelity Select Health Care PortfolioFSPHXC-U.S. Mid Cap - Growth17fund risk0.76%
Fidelity Contrafund Fund Class KFCNKXC--U.S. Large Cap - Growth19fund risk0.56%
Fidelity Growth Discovery Fund Class KFGDKXB--U.S. All Cap - Growth19fund risk0.67%
Fidelity Select Software & IT Services PortfolioFSCSXC--U.S. All Cap - Growth21fund risk0.78%
Artisan Mid Cap Fund Institutional ClassAPHMXD-U.S. Mid Cap - Growth21fund risk0.96%
Fidelity Blue Chip Growth Fund Class KFBGKXB--U.S. All Cap - Growth23fund risk0.6%
Fidelity Select Technology PortfolioFSPTXD--U.S. All Cap - Growth24fund risk0.77%
U.S. Equities - Value     
Vanguard Value Index Fund Admiral SharesVVIAXC++U.S. Mega Cap - Value15fund risk0.09%
Eaton Vance Large-Cap Value Fund Class AEHSTXD++U.S. Large Cap - Value16fund risk0.99%
Fidelity Select Utilities PortfolioFSUTXF++U.S. Mega Cap - Value17fund risk0.8%
AllianzGI NFJ Small-Cap Value Fund Administrative ClassPVADXF++U.S. Mid Cap - Value20fund risk1.02%
Fidelity Select Industrials PortfolioFCYIXF++U.S. Mid Cap - Value20fund risk0.81%
Fidelity Select Financial Services PortfolioFIDSXC++U.S. All Cap - Value25fund risk0.81%
Fidelity Select Natural Resources PortfolioFNARXB++U.S. All Cap - Value28fund risk0.84%
Specialty     
Fidelity Real Estate Investment PortfolioFRESXB++U.S. Real Estate17fund risk0.8%
American Century Real Estate Fund Institutional ClassREAIXC++U.S. Real Estate18fund risk0.94%
Global & Intl. Equity     
Fidelity Diversified International Fund Class KFDIKXB-International Large Cap - Growth14fund risk0.78%
Fidelity International IndexFSPSXB-International Large Cap14fund risk0.06%
Fidelity Emerging Markets Fund Class KFKEMXBEmerging Markets17fund risk0.82%
Fidelity Emerging Markets IndexFPADXCEmerging Markets17fund risk0.1%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Fidelity Limited Term Government FundFFXSXC-U.S. Treasury - Short / Intermediate1fund risk0.45%
Credit Suisse Floating Rate High Income Fund Institutional ClassCSHIXA++Bond - U.S. High Yield2fund risk0.7%
PIMCO Total Return Fund Institutional ClassPTTRXB-Bond - Multi Sector3fund risk0.46%
Fidelity U.S. Bond IndexFXNAXC-Bond - Multi Sector3fund risk0.05%
PIMCO Real Return Fund Institutional ClassPRRIXC+U.S. Treasury - TIPS4fund risk0.45%
Other     
Fidelity Money Market Trust Retirement Government Money Market PortfolioFGMXX Other0fund risk0%
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