Adm 401 (K) And Employee Stock Ownership Plan For Hourly Employees
Performance
HelpPortfolio Return | 64.52% | 105.13% | 172.38% |
Comparable Target-Date Fund [why this comparison?] |
30.82% Target-Date 2020 |
66.59% Target-Date 2030 |
107.61% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$33,700 (+33.70%) | +$38,546 (+38.55%) | +$64,776 (+64.78%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2050 Fund Investor Shares | VFIFX | 49% | 48% | 10% |
Dodge & Cox Stock Fund | DODGX | 9% | 11% | 10% |
PIMCO Total Return Fund Institutional Class | PTTRX | 36% | 15% | - |
T. Rowe Price Institutional Large Cap Growth Fund | TRLGX | 6% | 8% | 13% |
Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | - | 18% | 57% |
Aristotle Small Cap Equity Fund Class I | ARSBX | - | - | 10% |
Total Portfolio | 100% | 100% | 100% |