MUFG UNION BANK, N.A. 401(k) PLAN
Performance
HelpPortfolio Return | 33.79% | 60.06% | 105.65% |
Comparable Target-Date Fund [why this comparison?] |
11.07% Target-Date 2020 |
38.84% Target-Date 2030 |
69.13% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$22,722 (+22.72%) | +$21,223 (+21.22%) | +$36,519 (+36.52%) |
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% |