Petroleum Geo-Services, Inc. 401(K) Savings And Profit Sharing Plan
Performance
HelpPortfolio Return | 27.43% | 56.43% | 100.49% |
Comparable Target-Date Fund [why this comparison?] |
16.90% Target-Date 2020 |
134.36% Target-Date 2030 |
59.90% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$10,530 (+10.53%) | -$77,936 (-77.94%) | +$40,591 (+40.59%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Balanced Index Fund Admiral Shares | VBIAX | 18% | 17% | - |
Vanguard Target Retirement 2020 Fund Investor Shares | VTWNX | 7% | - | - |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | 22% | - | - |
JPMorgan Value Advantage Fund Institutional Class Shares | JVAIX | 11% | 13% | 9% |
MainStay Large Cap Growth Fund Class I | MLAIX | 8% | 11% | 9% |
PIMCO Total Return Fund Administrative Class | PTRAX | 4% | - | - |
TCW Total Return Bond Fund Class I | TGLMX | 19% | 9% | - |
Vanguard Total International Stock Index Fund Admiral Shares | VTIAX | 11% | 7% | 9% |
Vanguard Target Retirement 2040 Fund Investor Shares | VFORX | - | 11% | - |
Vanguard 500 Index Fund Admiral Class | VFIAX | - | 13% | 45% |
Vanguard Target Retirement 2050 Fund Investor Shares | VFIFX | - | 19% | - |
Vanguard Diversified Equity Fund Investor Shares | VDEQX | - | - | 22% |
Delaware Small Cap Value Fund Institutional Class | DEVIX | - | - | 6% |
Total Portfolio | 100% | 100% | 100% |