Seagate 401(K) Plan
Performance
HelpPortfolio Return | 9.68% | 93.81% | 249.86% |
Comparable Target-Date Fund [why this comparison?] |
13.24% Target-Date 2020 |
41.39% Target-Date 2030 |
73.21% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$3,564 (-3.56%) | +$52,416 (+52.42%) | +$176,648 (+176.65%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Small/Mid Cap Core | 5% | 8% | 14% | |
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 13% | - | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 30% | 44% | - |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | 27% | - | - |
Vanguard Windsor II Fund Admiral Shares | VWNAX | 12% | 10% | 33% |
Fidelity High Income Fund | SPHIX | 3% | - | - |
PIMCO Total Return Fund Institutional Class | PTTRX | 10% | - | - |
SSgA S&P 500 Index | - | 23% | 44% | |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | - | 6% | - |
Vanguard Target Retirement 2060 Fund Investor Shares | VTTSX | - | 9% | - |
Harbor Capital Appreciation Fund Institutional Class | HACAX | - | - | 9% |
Total Portfolio | 100% | 100% | 100% |