Mutual Of Omaha Bank 401(K) Plan
Performance
HelpPortfolio Return | -76.03% | -56.51% | -14.83% |
Comparable Target-Date Fund [why this comparison?] |
26.77% Target-Date 2020 |
59.59% Target-Date 2030 |
96.35% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$102,803 (-102.80%) | -$116,104 (-116.10%) | -$111,177 (-111.18%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Windsor II Fund Investor Share | VWNFX | 25% | 33% | 47% |
iShares Russell 1000 Growth ETF | IWF | 15% | 21% | 29% |
Wells Fargo Emerging Markets Equity Fund - Class A | EMGAX | 10% | 9% | 5% |
Metropolitan West Total Return Bond Fund Class I | MWTIX | 43% | 22% | - |
Royce Total Return Fund Retirement Class | RTRRX | 7% | 8% | 9% |
SSgA S&P 500 Index Fund N Class | SVSPX | - | 7% | 10% |
Total Portfolio | 100% | 100% | 100% |