Guidance Software, Inc. 401K & Profit Sharing Plan
Performance
HelpPortfolio Return | 1.81% | 62.19% | 135.47% |
Comparable Target-Date Fund [why this comparison?] |
29.59% Target-Date 2020 |
64.27% Target-Date 2030 |
103.29% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$27,784 (-27.78%) | -$2,081 (-2.08%) | +$32,175 (+32.18%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard 500 Index Fund Admiral Class | VFIAX | 9% | 24% | 66% |
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 22% | 7% | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 48% | 23% | - |
American Beacon Small Cap Value Fund Class Institutional | AVFIX | 6% | 8% | 13% |
PIMCO Total Return Fund Institutional Class | PTTRX | 9% | - | - |
Fidelity Contrafund Fund Class K | FCNKX | 6% | 8% | 7% |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | - | 15% | - |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | - | 15% | - |
Columbia Acorn International Fund Class Z | ACINX | - | - | 9% |
Ivy Science and Technology Fund Class I | ISTIX | - | - | 5% |
Total Portfolio | 100% | 100% | 100% |