MUFG UNION BANK, N.A. 401(k) PLAN
Performance
HelpPortfolio Return | 34.82% | 61.48% | 107.86% |
Comparable Target-Date Fund [why this comparison?] |
12.55% Target-Date 2020 |
40.02% Target-Date 2030 |
70.85% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$22,271 (+22.27%) | +$21,453 (+21.45%) | +$37,015 (+37.02%) |
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% |