Symantec Corporation Section 401(K) Plan
Performance
HelpPortfolio Return | 51.24% | 91.17% | 149.25% |
Comparable Target-Date Fund [why this comparison?] |
27.33% Target-Date 2020 |
60.89% Target-Date 2030 |
98.89% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$23,902 (+23.90%) | +$30,285 (+30.28%) | +$50,353 (+50.35%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 32% | 47% | 63% |
Vanguard Small-Cap Index Fund Institutional Shares | VSCIX | 7% | 10% | 15% |
Vanguard Total International Stock Index Fund Institutional Shares | VTSNX | 18% | 17% | 10% |
Metropolitan West Total Return Bond Fund Plan Class | MWTSX | 43% | 20% | - |
MFS Blended Research Core Equity Fund Class I | MUSEX | - | 6% | 12% |
Total Portfolio | 100% | 100% | 100% |