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

Fid

Send me updates


Share this plan


Plan was created by er_72 on 4/30/2014.
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 
AMG Managers Loomis Sayles Bond Fund Class SMGFIXwas added by er_724/30/2014Remove
Neuberger Berman Focus Fund Trust ClassNBFCXwas added by er_724/30/2014Remove
Pear Tree Polaris Foreign Value Fund Class OrdinaryQFVOXwas added by er_724/30/2014Remove
Akre Focus Fund Retail ClassAKREXwas added by er_724/30/2014Remove
Artisan International Fund Investor ClassARTIXwas added by er_724/30/2014Remove
Baird Intermediate Bond Fund Class InvestorBIMSXwas added by er_724/30/2014Remove
Dreyfus Growth and Income FundDGRIXwas added by er_724/30/2014Remove
Fidelity Value FundFDVLXwas added by er_724/30/2014Remove
Fidelity Low-Priced Stock FundFLPSXwas added by er_724/30/2014Remove
Fidelity Value Discovery FundFVDFXwas added by er_724/30/2014Remove
Kinetics Small Capital Opportunities Fund No Load ClassKSCOXwas added by er_724/30/2014Remove
US Cash / Money MarketUSCASHwas added by er_724/30/2014Remove
American Beacon Large Cap Value Fund Investor ClassAAGPXwas added by er_724/30/2014Remove
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