Cuna Mutual 401(K) Plan For Represented Employees
Performance
HelpPortfolio Return | 48.99% | 80.88% | 128.88% |
Comparable Target-Date Fund [why this comparison?] |
35.72% Target-Date 2020 |
39.64% Target-Date 2030 |
35.72% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$13,269 (+13.27%) | +$41,242 (+41.24%) | +$93,162 (+93.16%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard 500 Index Fund Admiral Class | VFIAX | 43% | 59% | 79% |
Vanguard Inflation-Protected Securities Fund Admiral Shares | VAIPX | 16% | 8% | - |
Vanguard Small-Cap Index Fund Admiral Shares | VSMAX | 11% | 11% | 12% |
Prudential Total Return Bond Fund Class Z | PDBZX | 30% | 17% | - |
Vanguard Explorer Fund Admiral Shares | VEXRX | - | 5% | 9% |
Total Portfolio | 100% | 100% | 100% |