Deloitte & Touche 401(K) Profit Sharing Plan
Performance
HelpPortfolio Return | 52.06% | 101.15% | 166.88% |
Comparable Target-Date Fund [why this comparison?] |
33.36% Target-Date 2020 |
70.88% Target-Date 2030 |
113.58% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$18,702 (+18.70%) | +$30,274 (+30.27%) | +$53,298 (+53.30%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Growth Index Fund Institutional Shares | VIGIX | 5% | 5% | 4% |
Vanguard Balanced Index Fund Institutional Shares | VBAIX | 26% | 18% | - |
Vanguard Value Index Fund Institutional Shares | VIVIX | 13% | 14% | 12% |
T. Rowe Price Blue Chip Growth Fund | TRBCX | 6% | 6% | 3% |
Vanguard Total Bond Market Index Fund Institutional Plus Shares | VBMPX | 19% | 10% | - |
Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares | VFSNX | 21% | 20% | 10% |
Vanguard Total International Bond Index Fund Institutional Shares | VTIFX | 10% | - | - |
Vanguard Total Stock Market Index Fund Institutional Shares | VITSX | - | 27% | 71% |
Total Portfolio | 100% | 100% | 100% |