Level 3 Communications, Inc 401(K) Plan
Performance
HelpPortfolio Return | 54.62% | 97.04% | 160.80% |
Comparable Target-Date Fund [why this comparison?] |
37.25% Target-Date 2020 |
76.39% Target-Date 2030 |
121.63% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$17,375 (+17.37%) | +$20,647 (+20.65%) | +$39,172 (+39.17%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 6% | 20% | 38% |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 20% | 8% | - |
Fidelity Contrafund Fund | FCNTX | 11% | 14% | 16% |
Fidelity Growth Company | FDGRX | 6% | 9% | 12% |
DFA Emerging Markets Value Portfolio Institutional Class | DFEVX | 6% | 9% | - |
PIMCO Total Return Fund Institutional Class | PTTRX | 21% | 12% | - |
T. Rowe Price Equity Income Fund Advisor Class | PAFDX | 24% | 28% | 34% |
American Funds EuroPacific Growth Fund Class R-6 | RERGX | 6% | - | - |
Total Portfolio | 100% | 100% | 100% |