Best Friends Animal Society 401(K) Savings Plan
Performance
HelpPortfolio Return | 52.80% | 66.88% | 85.98% |
Comparable Target-Date Fund [why this comparison?] |
51.90% Target-Date 2020 |
60.71% Target-Date 2030 |
69.32% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$896 (+0.90%) | +$6,166 (+6.17%) | +$16,658 (+16.66%) |
Current Recommendations
(as of 9/30/2019)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Emerging Markets Stock Index Fund Admiral Shares | VEMAX | 17% | 17% | 12% |
Vanguard Small-Cap Index Fund Admiral Shares | VSMAX | 10% | 9% | 13% |
Vanguard Total Bond Market Index Fund Admiral Shares | VBTLX | 34% | 13% | - |
Vanguard Value Index Fund Admiral Shares | VVIAX | 39% | 42% | 28% |
Vanguard Mid-Cap Index Fund Admiral Shares | VIMAX | - | 8% | - |
Vanguard Total Stock Market Index Fund Admiral Shares | VTSAX | - | 11% | 47% |
Total Portfolio | 100% | 100% | 100% |