Union Bank & Trust Company Profit Sharing Plan
Performance
HelpPortfolio Return | 100.55% | 192.22% | 329.37% |
Comparable Target-Date Fund [why this comparison?] |
73.69% Target-Date 2020 |
131.04% Target-Date 2030 |
196.71% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$26,866 (+26.87%) | +$61,177 (+61.18%) | +$132,657 (+132.66%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Extended Market Index Fund Institutional Shares | VIEIX | 9% | 8% | 16% |
Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | 22% | 35% | 71% |
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 6% | - | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 15% | - | - |
Templeton Institutional Fund International Equity Series Primary Shares | TFEQX | 7% | 6% | - |
T. Rowe Price Balanced Fund | RPBAX | 7% | 7% | - |
Vanguard Total International Stock Index Fund Institutional Shares | VTSNX | 6% | - | 9% |
Metropolitan West Total Return Bond Fund Plan Class | MWTSX | 28% | 14% | - |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | - | 26% | - |
T. Rowe Price Institutional Small-Cap Stock Fund | TRSSX | - | 4% | 4% |
Total Portfolio | 100% | 100% | 100% |