H O Wolding Inc Employees 401K Profit-Sharing Plan
Performance
HelpPortfolio Return | 32.85% | 56.08% | 93.95% |
Comparable Target-Date Fund [why this comparison?] |
10.83% Target-Date 2020 |
37.98% Target-Date 2030 |
68.55% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$22,021 (+22.02%) | +$18,099 (+18.10%) | +$25,396 (+25.40%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard 500 Index Fund Admiral Class | VFIAX | 20% | 36% | 65% |
Fidelity Puritan Fund | FPURX | 15% | 26% | - |
Nationwide Investor Destinations Conservative Fund Class I | GIMCX | 17% | - | - |
TCW Total Return Bond Fund Class I | TGLMX | 19% | 10% | - |
AMG Yacktman Focused Fund Class S | YAFFX | 14% | 7% | - |
Vanguard Total International Stock Index Fund Admiral Shares | VTIAX | 15% | 13% | 9% |
Vanguard Selected Value Fund Investor Shares | VASVX | - | 8% | 10% |
Emerald Growth Fund Class A | HSPGX | - | - | 7% |
Janus Forty Fund Class T | JACTX | - | - | 9% |
Total Portfolio | 100% | 100% | 100% |