Williams-Sonoma, Inc. 401(K) Plan
Performance
HelpPortfolio Return | 44.96% | 82.56% | 138.95% |
Comparable Target-Date Fund [why this comparison?] |
18.14% Target-Date 2020 |
48.15% Target-Date 2030 |
81.69% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$26,820 (+26.82%) | +$34,415 (+34.42%) | +$57,261 (+57.26%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Beacon International Equity Fund Investor Class | AAIPX | 13% | 13% | 10% |
Dodge & Cox Stock Fund | DODGX | 12% | 15% | 20% |
Metropolitan West Total Return Bond Fund Class M | MWTRX | 43% | 22% | - |
Schwab S&P 500 Index Fund | SWPPX | 19% | 34% | 51% |
T. Rowe Price Institutional Large Cap Growth Fund | TRLGX | 13% | 16% | 19% |
Total Portfolio | 100% | 100% | 100% |