Eastern Warehouse Distributors Inc. 401(K) Plan
Performance
HelpPortfolio Return | 13.58% | 32.69% | -90.44% |
Comparable Target-Date Fund [why this comparison?] |
10.42% Target-Date 2020 |
37.29% Target-Date 2030 |
67.42% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$3,160 (+3.16%) | -$4,601 (-4.60%) | -$157,852 (-157.85%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 30% | 13% | - |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | 39% | 13% | - |
American Funds The Growth Fund of America Class R-1 | RGAAX | 5% | 5% | 18% |
Transamerica Asset Allocation Moderate Portfolio Class R | IMDRX | 17% | - | - |
Transamerica Asset Allocation Conservative Portfolio Class R | ICVRX | 9% | - | - |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | - | 21% | - |
Vanguard Target Retirement 2050 Fund Investor Shares | VFIFX | - | 19% | - |
American Funds AMCAP Fund Class R-1 | RAFAX | - | 8% | 17% |
Vanguard Target Retirement 2060 Fund Investor Shares | VTTSX | - | 21% | - |
State Steet Russell Small Cap Value Index Ret Opt | - | - | 6% | |
BlackRock Equity Dividend Fund R Shares | MRDVX | - | - | 20% |
Oppenheimer Capital Appreciation Fund Class R | OTCNX | - | - | 23% |
Victory Sycamore Established Value Fund Class R | GETGX | - | - | 16% |
Total Portfolio | 100% | 100% | 100% |