Altran Usa 401(K) Profit Sharing Plan
Performance
HelpPortfolio Return | 30.60% | 60.66% | 109.74% |
Comparable Target-Date Fund [why this comparison?] |
11.48% Target-Date 2020 |
38.53% Target-Date 2030 |
68.99% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$19,120 (+19.12%) | +$22,133 (+22.13%) | +$40,752 (+40.75%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Total Bond Market Index Fund Admiral Shares | VBTLX | 9% | - | - |
Dodge & Cox Income Fund | DODIX | 2% | - | - |
First Eagle Global Fund Class I | SGIIX | 47% | 33% | - |
Harbor Capital Appreciation Fund Institutional Class | HACAX | 7% | 6% | 4% |
Loomis Sayles Strategic Income Fund Class Y | NEZYX | 14% | - | - |
T. Rowe Price Personal Strategy Income Fund | PRSIX | 10% | 20% | - |
T. Rowe Price Blue Chip Growth I | TBCIX | 11% | 9% | 5% |
Vanguard 500 Index Fund Admiral Class | VFIAX | - | 16% | 33% |
Vanguard Total Stock Market Index Fund Admiral Shares | VTSAX | - | 10% | 39% |
DFA U.S. Small Cap Value Portfolio Institutional Class | DFSVX | - | 6% | 9% |
Vanguard Total International Stock Index Fund Admiral Shares | VTIAX | - | - | 10% |
Total Portfolio | 100% | 100% | 100% |