MUFG UNION BANK, N.A. 401(k) PLAN
Performance
HelpPortfolio Return | 33.76% | 60.46% | 107.00% |
Comparable Target-Date Fund [why this comparison?] |
11.85% Target-Date 2020 |
39.07% Target-Date 2030 |
69.75% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$21,908 (+21.91%) | +$21,394 (+21.39%) | +$37,243 (+37.24%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | 27% | 35% | 57% |
Schroder International Multi-Cap Value Fund Class Investor | SIDNX | 20% | 19% | 10% |
Blue Chip Growth Trust T2 | 4% | 8% | 7% | |
MetWest Total Return Bond Fund Class C | 41% | 19% | - | |
Vanguard Extended Market Index Fund Institutional Plus Shares | VEMPX | 8% | 12% | 19% |
Vanguard Equity-Income Fund Admiral Shares | VEIRX | - | 7% | 7% |
Total Portfolio | 100% | 100% | 100% |