Vanguard 401K Retirement Savings Plan
Performance
HelpPortfolio Return | 29.92% | 136.44% | 207.43% |
Comparable Target-Date Fund [why this comparison?] |
60.44% Target-Date 2020 |
112.38% Target-Date 2030 |
171.62% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$30,525 (-30.53%) | +$24,059 (+24.06%) | +$35,806 (+35.81%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard 500 Index Fund Admiral Class | VFIAX | 24% | 36% | 60% |
Vanguard International Explorer Fund Investor Shares | VINEX | 11% | 9% | 9% |
Vanguard Star Fund Investor Shares | VGSTX | 24% | 15% | - |
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 26% | - | - |
Vanguard Total Bond Market Index Fund Admiral Shares | VBTLX | 8% | 5% | - |
PIMCO Total Return Fund Institutional Class | PTTRX | 7% | - | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | - | 23% | - |
Franklin Small Cap Value Fund Advisor Class | FVADX | - | 7% | 11% |
MFS Growth Fund Class R6 | MFEKX | - | 5% | 6% |
Ivy Science and Technology Fund Class I | ISTIX | - | - | 6% |
Diamond Hill Large Cap Fund Class Y | DHLYX | - | - | 8% |
Total Portfolio | 100% | 100% | 100% |