IBM 401(k) Plus Plan
Performance
HelpPortfolio Return | 121.91% | 217.41% | 315.83% |
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) |
+$49,787 (+49.79%) | +$89,769 (+89.77%) | +$125,882 (+125.88%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Large Cap Stock Fund | FLCSX | 34% | 11% | 15% |
DFA International Small Company Portfolio Institutional Class | DFISX | 24% | 21% | 10% |
PIMCO GNMA Fund Institutional Class | PDMIX | 42% | 18% | - |
Large Company Index | - | 50% | - | |
Total Stock Market Index | - | - | 67% | |
Large-Cap Growth Index | - | - | 8% | |
Total Portfolio | 100% | 100% | 100% |