Mutual Of Omaha Bank 401(K) Plan
Performance
HelpPortfolio Return | -75.85% | -55.98% | -13.16% |
Comparable Target-Date Fund [why this comparison?] |
27.33% Target-Date 2020 |
60.89% Target-Date 2030 |
98.89% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$103,185 (-103.19%) | -$116,865 (-116.87%) | -$112,049 (-112.05%) |
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% |