MyPlanIQ
401k Investor
Unilever United States, Inc Master Savings Trust
Investment Options
| Total Available Funds: | 16 |
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| Total Available Funds: | 16 |
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| Total Available Funds: | 16 |
- R*: Redemption (Minimum months to hold).
- RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
- WP: Waiting Period (minimum months to wait before buy again).
- M*:Mark (p: proxy, n: not used).
| Asset Class | Ticker | Description | Rating | R* | RT | WP | Expense | Yield | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Average Expense Ratio: 0.19%
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* AR: Annualized Return
** YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.
** YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.
Description(Ticker:UN)
The plan consists of 17 funds. It covers 2 major asset classes and 15 minor asset classes. The major asset classes it covers are Fixed Income and US Equity.
Unilever United States, Inc Master Savings Trust Plan is a defined contribution plan with a profit-sharing component and 401k feature.
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