Aaa Washington 401(K) Savings Plan
Performance
HelpPortfolio Return | 35.86% | 68.28% | 5.87% |
Comparable Target-Date Fund [why this comparison?] |
∞% Target-Date 2020 |
52.37% Target-Date 2030 |
70.60% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-∞ (-∞%) | +$15,905 (+15.91%) | -$64,732 (-64.73%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Total Market Index | FSKAX | 36% | 62% | 85% |
Metropolitan West Total Return Bond Fund Plan Class | MWTSX | 28% | 20% | - |
Fidelity Freedom Index 2005 Fund Investor Class | FJIFX | 9% | - | - |
Fidelity Freedom Index 2015 Fund Investor Class | FLIFX | 11% | - | - |
Vanguard Total International Stock Index Fund Admiral Shares | VTIAX | 16% | 18% | 10% |
DFA U.S. Small Cap Portfolio Institutional Class | DFSTX | - | - | 5% |
Total Portfolio | 100% | 100% | 100% |