Aaa Washington 401(K) Savings Plan
Performance
HelpPortfolio Return | 36.70% | 69.94% | 7.39% |
Comparable Target-Date Fund [why this comparison?] |
11.63% Target-Date 2020 |
40.13% Target-Date 2030 |
73.05% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$25,071 (+25.07%) | +$29,805 (+29.80%) | -$65,663 (-65.66%) |
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% |