Kivalia Investment Advice Platform Log In / Sign Up
401k, 403b plan

Ups Savings Plan

Send me updates


Share this plan


PLAN FUNDS investment options ratings help
close help

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.

[Edit Plan Information]
NameTickerRatingBest Fit CategoryRisk (%)Fees
U.S. Equities - Blend     
State Street Bank & Trust SSGA Aged Based 2020 FundCU.S. All Cap10fund risk0%
State Street Bank & Trust SSGA Aged Based 2025 FundCU.S. All Cap12fund risk0%
State Street Bank & Trust SSGA Aged Based 2030 FundCU.S. All Cap13fund risk0%
State Street Bank & Trust SSGA Aged Based 2035 FundCU.S. All Cap15fund risk0%
State Street Bank & Trust SSGA Aged Based 2040 FundCU.S. All Cap16fund risk0%
State Street Bank & Trust SSGA Aged Based 2045 FundCU.S. All Cap17fund risk0%
State Street Bank & Trust SSGA Aged Based 2060 FundBU.S. All Cap17fund risk0%
State Street Bank & Trust SSGA Aged Based 2055 FundBU.S. All Cap17fund risk0%
State Street Bank & Trust SSGA Aged Based 2050 FundBU.S. All Cap17fund risk0%
BlackRock Equity Index Fund FDU.S. Large Cap21fund risk0.04%
United Parcel Service, Inc.UPSAU.S. Large Cap33fund risk0%
State Street Bank & Trust SSGA Aged Based Income FundCU.S. All Cap8fund risk0%
U.S. Equities - Growth     
BlackRock Extended Equity Index FundA+U.S. Small Cap - Growth27fund risk0.1%
Specialty     
BlackRock UPS Strategic Completion FundA++Commodities15fund risk0.74%
Global & Intl. Equity     
BlackRock World ex US Index FundAInternational Large Cap19fund risk0.05%
BlackRock Emerging Markets Non-US Equity FundF++Emerging Markets23fund risk0.67%
Bonds     
BlackRock Government Short-Term Investment FundCU.S. Treasury - Short0fund risk0.15%
State Street Bank & Trust Short-Term Investment FundB-Bond - U.S. Corporate1fund risk0%
BlackRock Short Term Bond Index FundB++Bond - U.S. High Yield1fund risk0.45%
BlackRock Short-Term Investment FundB++Bond - U.S. High Yield1fund risk0.41%
BlackRock US Debt Index FundC-Bond - Multi Sector3fund risk0.2%
Other     
State Street Bank & Trust SSGA Aged Based 2015 Fund Other0fund risk0%
close help

Following Plans

Following a plan allows you to:
  • Access the plan directly from your profile page
  • Receive e-mail alerts when the plan is rebalanced, or changed
  • Make modifications and contribute to the plan information