Cuna Mutual 401(K) Plan For Represented Employees
Performance
(as of 12/31/2014)HelpPortfolio Return | 0.00% | 0.00% | 0.00% |
Comparable Target-Date Fund [why this comparison?] |
0.00% Target-Date 2020 |
0.00% Target-Date 2030 |
0.00% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
0.0 (0.0%) | 0.0 (0.0%) | 0.0 (0.0%) |
Current Recommendations
(as of 12/31/2014)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Mid-Cap Index Fund Admiral Shares | VIMAX | 11% | 14% | 19% |
Vanguard Small-Cap Index Fund Admiral Shares | VSMAX | 10% | 12% | 14% |
Vanguard 500 Index Fund Admiral Class | VFIAX | 25% | 41% | 53% |
Prudential Total Return Bond Fund Class Z | PDBZX | 43% | 21% | - |
JPMorgan Equity Income Fund Class R6 | OIEJX | 11% | 12% | 14% |
Total Portfolio | 100% | 100% | 100% |
Diversification
(as of 12/31/2014)Help- SECTOR
- U.S. Equities - Growth
- U.S. Equities - Core
- U.S. Equities - Value
- International Equities
- Alternative Assets
- Bonds - U.S. Govt.
- Bonds - Credit & Intl.
Conservative
56%
STOCK
Moderate
78%
STOCK
Aggressive
99%
STOCK