Dimension Data North America 401K Plan
Performance
HelpPortfolio Return | 41.39% | 76.81% | 122.81% |
Comparable Target-Date Fund [why this comparison?] |
16.13% Target-Date 2020 |
46.12% Target-Date 2030 |
80.43% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$25,258 (+25.26%) | +$30,690 (+30.69%) | +$42,384 (+42.38%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Total Bond Market Index Fund Admiral Shares | VBTLX | 32% | 11% | - |
Vanguard Total Stock Market Index Fund Admiral Shares | VTSAX | 24% | 44% | 56% |
First Eagle Global Fund Class I | SGIIX | 38% | 36% | - |
T. Rowe Price Blue Chip Growth Fund | TRBCX | 6% | 6% | 7% |
Vanguard 500 Index Fund Admiral Class | VFIAX | - | 3% | 27% |
Goldman Sachs Small Cap Value Fund Institutional | GSSIX | - | - | 10% |
Total Portfolio | 100% | 100% | 100% |