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United Technologies Corporation Employee Savings Plan

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Plan was created by steve.a.fong on 12/29/2014.
Number of Followers: 20


COMMENTS plan comments help
comment plan brian 11/23/2019 9:23:29 PM
The United Technologies Employee Savings Plan is comprised of a number of privately managed funds, so there are no publicly available historical prices for any of them. Instead we've proxied most assets with similar funds from Vanguard - including all the target date funds, bond, and equity funds. The Multi-Market Risk Parity Fund is proxied using AQR's multi-market strategy and the Inflation Sensitive Assets fund is proxied with PIMCO's mutual fund strategy. Results of user's portfolios should be similar, but not exactly the same as shown on Kivalia's website.

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TRANSACTIONS investment options help
The investment options available to you through the plan have changed? Add or remove any here and get up-to-date advice:



NameTickerActionDate 
Multi-Market Risk Parity Fundwas added by brian11/23/2019Remove
Inflation Sensitive Assets Fundwas added by brian11/23/2019Remove
Emerging Markets Equity Fundwas added by brian11/23/2019Remove
International Equity Fundwas added by brian11/23/2019Remove
Small Company Stock Fundwas added by brian11/23/2019Remove
Equity Fund (S&P 500)was added by brian11/23/2019Remove
Government/Credit Bond Fundwas added by brian11/23/2019Remove
Income Fundwas added by brian11/23/2019Remove
Income Fundwas removed by brian11/23/2019Remove
AB Multi-Manager Select 2010 Fund Class ATDBAXwas removed by brian11/23/2019
AB Multi-Manager Select 2015 Fund Class ATDCAXwas removed by brian11/23/2019
AB Multi-Manager Select 2020 Fund Class ATDDAXwas removed by brian11/23/2019
AB Multi-Manager Select 2025 Fund Class ATDAGXwas removed by brian11/23/2019
AB Multi-Manager Select 2030 Fund Class ATDHAXwas removed by brian11/23/2019
AB Multi-Manager Select 2035 Fund Class ATDMAXwas removed by brian11/23/2019
AB Multi-Manager Select 2040 Fund Class ATDJAXwas removed by brian11/23/2019
AB Multi-Manager Select 2045 Fund Class ATDNAXwas removed by brian11/23/2019
AB Multi-Manager Select 2050 Fund Class ATDLAXwas removed by brian11/23/2019
AB Multi-Manager Select 2055 Fund Class ATDAPXwas removed by brian11/23/2019
Target Retirement 2060was added by brian11/23/2019Remove
Target Retirement 2055was added by brian11/23/2019Remove
Target Retirement 2050was added by brian11/23/2019Remove
Target Retirement 2045was added by brian11/23/2019Remove
Target Retirement 2040was added by brian11/23/2019Remove
Target Retirement 2035was added by brian11/23/2019Remove
Target Retirement 2030was added by brian11/23/2019Remove
Target Retirement 2025was added by brian11/23/2019Remove
Target Retirement 2020was added by brian11/23/2019Remove
Target Retirement 2015was added by brian11/23/2019Remove
Target Retirement 2015was removed by brian11/23/2019Remove
Target Retirement 2015was added by brian11/23/2019Remove
AB Multi-Manager Select 2055 Fund Class ATDAPXwas added by bmurphy6/15/2018
AB Multi-Manager Select 2050 Fund Class ATDLAXwas added by bmurphy6/15/2018
AB Multi-Manager Select 2045 Fund Class ATDNAXwas added by bmurphy6/15/2018
AB Multi-Manager Select 2040 Fund Class ATDJAXwas added by bmurphy6/15/2018
AB Multi-Manager Select 2035 Fund Class ATDMAXwas added by bmurphy6/15/2018
AB Multi-Manager Select 2030 Fund Class ATDHAXwas added by bmurphy6/15/2018
AB Multi-Manager Select 2025 Fund Class ATDAGXwas added by bmurphy6/15/2018
AB Multi-Manager Select 2020 Fund Class ATDDAXwas added by bmurphy6/15/2018
AB Multi-Manager Select 2015 Fund Class ATDCAXwas added by bmurphy6/15/2018
AB 2040 Retirement Strategy Advisor ClassLTLVXwas removed by bmurphy6/15/2018
AB 2045 Retirement Strategy Advisor ClassLTPVXwas removed by bmurphy6/15/2018
AB 2050 Retirement Strategy Advisor ClassLTQVXwas removed by bmurphy6/15/2018
AB 2055 Retirement Strategy Advisor ClassLTWVXwas removed by bmurphy6/15/2018
AB 2005 Retirement Strategy Advisor ClassLTBVXwas removed by bmurphy6/15/2018
AB 2010 Retirement Strategy Advisor ClassLTDVXwas removed by bmurphy6/15/2018
AB 2015 Retirement Strategy Advisor ClassLTEVXwas removed by bmurphy6/15/2018
AB 2020 Retirement Strategy Advisor ClassLTHVXwas removed by bmurphy6/15/2018
AB 2025 Retirement Strategy Advisor ClassLTIVXwas removed by bmurphy6/15/2018
AB 2030 Retirement Strategy Advisor ClassLTJVXwas removed by bmurphy6/15/2018
AB 2035 Retirement Strategy Advisor ClassLTKVXwas removed by bmurphy6/15/2018
AB Multi-Manager Select 2010 Fund Class ATDBAXwas added by bmurphy6/15/2018
United Technologies CorporationUTXwas added by steve.a.fong12/29/2014Remove
AB 2055 Retirement Strategy Advisor ClassLTWVXwas added by steve.a.fong12/29/2014
AB 2050 Retirement Strategy Advisor ClassLTQVXwas added by steve.a.fong12/29/2014
AB 2045 Retirement Strategy Advisor ClassLTPVXwas added by steve.a.fong12/29/2014
AB 2040 Retirement Strategy Advisor ClassLTLVXwas added by steve.a.fong12/29/2014
AB 2035 Retirement Strategy Advisor ClassLTKVXwas added by steve.a.fong12/29/2014
AB 2030 Retirement Strategy Advisor ClassLTJVXwas added by steve.a.fong12/29/2014
AB 2025 Retirement Strategy Advisor ClassLTIVXwas added by steve.a.fong12/29/2014
AB 2020 Retirement Strategy Advisor ClassLTHVXwas added by steve.a.fong12/29/2014
AB 2015 Retirement Strategy Advisor ClassLTEVXwas added by steve.a.fong12/29/2014
AB 2010 Retirement Strategy Advisor ClassLTDVXwas added by steve.a.fong12/29/2014
AB 2005 Retirement Strategy Advisor ClassLTBVXwas added by steve.a.fong12/29/2014
Income Fundwas added by steve.a.fong12/29/2014Remove
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