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Cuna Mutual 401(K) Plan For Non-Represented Employees
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PLAN FUNDS
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Plan Funds
This section shows the list of assets (such as mutual funds) in the plan; these are the investment options available in this plan. This list was developed based on user input. The display of the asset list was organized based on asset category. You can click on the name or ticker symbol to view the details of that asset.
The table shows all the available investment options in the plan.
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Name
Ticker
Rating
Best Fit Category
Risk (%)
Fees
U.S. Equities - Blend
BlackRock LifePath Index 2055 Fund Investor A Shares
LIVAX
C
U.S. All Cap
19
0.44%
Vanguard Institutional Index Fund Institutional Shares
VINIX
D
U.S. Large Cap
21
0.04%
U.S. Equities - Growth
Vanguard Extended Market Index Fund Institutional Shares
VIEIX
A+
U.S. Small Cap - Growth
27
0.08%
U.S. Equities - Value
Eaton Vance Atlanta Capital SMID-Cap Fund Class I
EISMX
D++
U.S. Mid Cap - Value
26
1%
Specialty
Vanguard REIT Index Fund Institutional Shares
VGSNX
C--
U.S. Real Estate
27
0.08%
Global & Intl. Equity
Vanguard FTSE All-World ex-US Index Fund Institutional Shares
VFWSX
A
International Large Cap
18
0.12%
Dodge & Cox International Stock Fund
DODFX
B+
International Large Cap - Value
24
0.64%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
PIMCO Total Return Fund Institutional Class
PTTRX
B-
Bond - Multi Sector
3
0.46%
Vanguard Total Bond Market Index Fund Institutional Shares
VBTIX
C-
Bond - Multi Sector
3
0.07%
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