Burlington Coat Factory Warehouse Corporation 401(K) Profit Sharing Plan
Performance
HelpPortfolio Return | -2.92% | 37.40% | 83.87% |
Comparable Target-Date Fund [why this comparison?] |
36.51% Target-Date 2020 |
74.93% Target-Date 2030 |
118.59% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$39,427 (-39.43%) | -$37,524 (-37.52%) | -$34,725 (-34.72%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard 500 Index Fund Admiral Class | VFIAX | 5% | 13% | 29% |
Vanguard Large Cap Index Fund Admiral Shares | VLCAX | 5% | 16% | 39% |
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 18% | 3% | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 30% | 20% | - |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | 21% | 14% | - |
Fidelity Extended Market Index | FSMAX | 5% | 8% | 17% |
PIMCO Total Return Fund Institutional Class | PTTRX | 11% | 4% | - |
T. Rowe Price Equity Income Fund | PRFDX | 5% | 5% | 9% |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | - | 17% | - |
Vanguard Emerging Markets Stock Index Fund Admiral Shares | VEMAX | - | - | 6% |
Total Portfolio | 100% | 100% | 100% |