Cuna Mutual 401(K) Plan For Non-Represented Employees
Performance
HelpPortfolio Return | 72.93% | 126.50% | 197.09% |
Comparable Target-Date Fund [why this comparison?] |
40.53% Target-Date 2020 |
82.28% Target-Date 2030 |
129.96% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$32,396 (+32.40%) | +$44,225 (+44.23%) | +$67,124 (+67.12%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Extended Market Index Fund Institutional Shares | VIEIX | 7% | 11% | 17% |
Vanguard FTSE All-World ex-US Index Fund Institutional Shares | VFWSX | 8% | 7% | - |
Vanguard Institutional Index Fund Institutional Shares | VINIX | 33% | 51% | 72% |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 22% | 11% | - |
Dodge & Cox International Stock Fund | DODFX | 10% | 10% | 11% |
PIMCO Total Return Fund Institutional Class | PTTRX | 20% | 10% | - |
Total Portfolio | 100% | 100% | 100% |