Palo Alto Foundation Medical Group, Inc. 401(k)
Performance
HelpPortfolio Return | 40.68% | 175.38% | 298.62% |
Comparable Target-Date Fund [why this comparison?] |
72.12% Target-Date 2020 |
127.65% Target-Date 2030 |
189.95% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$31,445 (-31.44%) | +$47,736 (+47.74%) | +$108,676 (+108.68%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 2% | 18% | 62% |
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 18% | - | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 29% | 18% | - |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | 21% | 11% | - |
Dodge & Cox Stock Fund | DODGX | 10% | 12% | 10% |
PIMCO Total Return Fund Institutional Class | PTTRX | 11% | 5% | - |
American Funds The Growth Fund of America Class R-6 | RGAGX | 9% | 12% | 10% |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | - | 15% | - |
Vanguard Target Retirement 2050 Fund Investor Shares | VFIFX | - | 9% | - |
Vanguard Small-Cap Index Fund Institutional Shares | VSCIX | - | - | 11% |
Vanguard Total International Stock Index Fund Institutional Shares | VTSNX | - | - | 7% |
Total Portfolio | 100% | 100% | 100% |