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

Transamerica TransAccumulator VUL

Send me updates


Share this plan


Plan was created by henry.wong on 3/8/2012.
Number of Followers: 3


COMMENTS plan comments help
Add Comment
To add a new comment
Log In or Sign Up
close help

Plan Comments

Join the conversation and comment or ask questions about the plan, its investment options, or the model portfolios provided.


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 
CBRE Clarion Global Real Estate Incm FdIGRwas added by henry.wong3/8/2012Remove
Morgan Stanley Mid Cap Growth CDGRCXwas added by henry.wong3/8/2012Remove
Prudential Jennison Growth Fund Class RPJGRXwas added by henry.wong3/8/2012Remove
Fidelity Contrafund FundFCNTXwas added by henry.wong3/8/2012Remove
Transamerica WMC Diversified Gr AITQAXwas added by henry.wong3/8/2012Remove
Third Avenue Value Fund Investor ClassTVFVXwas added by henry.wong3/8/2012Remove
Transamerica Government Money Market Fund Class AIATXXwas added by henry.wong3/8/2012Remove
Transamerica Asset Allocation Conservative Portfolio Class ITACIXwas added by henry.wong3/8/2012Remove
Transamerica Asset Allocation Growth Portfolio Class ITAGIXwas added by henry.wong3/8/2012Remove
Transamerica Asset Allocation Moderate Growth Portfolio Class ITMGIXwas added by henry.wong3/8/2012Remove
Transamerica Asset Allocation Moderate Portfolio Class ITMMIXwas added by henry.wong3/8/2012Remove
BlackRock Large Cap Value Fund Investor A SharesMDLVXwas added by henry.wong3/8/2012Remove
JPMorgan Mid Cap Value Fund Class AJAMCXwas added by henry.wong3/8/2012Remove
Janus Balanced Fund Class CJABCXwas added by henry.wong3/8/2012Remove
Janus Henderson Global Research TJAWWXwas added by henry.wong3/8/2012Remove
MFS Growth Allocation Fund Class AMAGWXwas added by henry.wong3/8/2012Remove
MFS Massachusetts Investors Trust Class CMITCXwas added by henry.wong3/8/2012Remove
MFS Research Fund Class CMFRCXwas added by henry.wong3/8/2012Remove
Morgan Stanley Inst Core Fixed IncMPSFXwas added by henry.wong3/8/2012Remove
Morgan Stanley Institutional Fund, Inc. Emerging Markets Portfolio Class IMGEMXwas added by henry.wong3/8/2012Remove
PIMCO Total Return Fund Institutional ClassPTTRXwas added by henry.wong3/8/2012Remove
US Cash / Money MarketUSCASHwas added by henry.wong3/8/2012Remove
Alger Growth & Income Portfolio I-2AIGOXwas added by henry.wong3/8/2012Remove
AB Growth and Income Fund Class RCBBRXwas added by henry.wong3/8/2012Remove
AB Large Cap Growth Fund Class RABPRXwas added by henry.wong3/8/2012Remove
Dreyfus Active MidCap Fund Class IDNLRXwas added by henry.wong3/8/2012Remove
Dreyfus Appreciation Fund, Inc. Class InvestorDGAGXwas added by henry.wong3/8/2012Remove
Dreyfus Opportunistic Small Cap Fund Investor ClassDSCVXwas added by henry.wong3/8/2012Remove
Invesco High Yield Fund Class CAHYCXwas added by henry.wong3/8/2012Remove
Franklin Small-Mid Cap Growth Fund Class CFRSIXwas added by henry.wong3/8/2012Remove
Franklin Small Cap Value Fund Class CFRVFXwas added by henry.wong3/8/2012Remove
Fidelity 500 Index Fund Investor ClassFUSEXwas added by henry.wong3/8/2012
Fidelity Equity-Income FundFEQIXwas added by henry.wong3/8/2012Remove
close help

Plan Transactions

This section details the different updates made to the plan over time, such as when new investment options become available, etc...
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