Yum Brands 401K Plan
Performance
HelpPortfolio Return | -93.27% | -88.98% | -60.88% |
Comparable Target-Date Fund [why this comparison?] |
-8.75% Target-Date 2020 |
9.11% Target-Date 2030 |
27.55% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$84,519 (-84.52%) | -$98,093 (-98.09%) | -$88,436 (-88.44%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Yum! Retirement 2015 Fund | 22% | 7% | - | |
Yum! Retirement 2025 Fund | 24% | 17% | - | |
Yum! Retirement 2030 Fund | 11% | - | - | |
Bond Market Index Fund | 13% | 6% | - | |
Small Company Index Fund | 6% | 8% | 12% | |
Large Company Index Fund | 11% | 33% | 81% | |
Yum! Retirement 2065 Fund | 13% | 19% | - | |
Yum! Retirement 2060 Fund | - | 10% | - | |
International Index Fund | - | - | 7% | |
Total Portfolio | 100% | 100% | 100% |