Grant Thornton Llp 401(K) Savings Plan
Performance
HelpPortfolio Return | 22.62% | 30.18% | 36.90% |
Comparable Target-Date Fund [why this comparison?] |
26.50% Target-Date 2020 |
31.28% Target-Date 2030 |
36.12% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$3,884 (-3.88%) | -$1,099 (-1.10%) | +$782 (+0.78%) |
Current Recommendations
(as of 9/30/2019)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Extended Market Index Fund Institutional Shares | VIEIX | 8% | 12% | 18% |
Vanguard Institutional Index Fund Institutional Shares | VINIX | 12% | 31% | 51% |
DFA U.S. Large Cap Value Portfolio Institutional Class | DFLVX | 14% | 16% | 20% |
Loomis Sayles Global Bond Fund Institutional Class | LSGBX | 7% | - | - |
Lazard Emerging Markets Equity Portfolio Institutional Shares | LZEMX | 12% | 11% | 11% |
JPMorgan High Yield Fund Select Class | OHYFX | 37% | 21% | - |
Diamond Hill Long-Short Fund Class Y | DIAYX | 10% | 9% | - |
Total Portfolio | 100% | 100% | 100% |