Bnccorp, Inc. 401(K) Savings Plan
Performance
HelpPortfolio Return | 69.70% | 132.62% | 223.75% |
Comparable Target-Date Fund [why this comparison?] |
43.81% Target-Date 2020 |
87.60% Target-Date 2030 |
137.74% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$25,885 (+25.88%) | +$45,019 (+45.02%) | +$86,009 (+86.01%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard 500 Index Fund Admiral Class | VFIAX | 1% | 5% | 12% |
Vanguard GNMA Fund Admiral Shares | VFIJX | 17% | 1% | - |
Vanguard LifeStrategy Moderate Growth Fund Investor Shares | VSMGX | 62% | 48% | - |
American Funds The Growth Fund of America Class A | AGTHX | 10% | 10% | - |
Dodge & Cox Stock Fund | DODGX | 10% | 11% | 14% |
Vanguard Total Stock Market Index Fund Admiral Shares | VTSAX | - | 25% | 64% |
T. Rowe Price Growth Stock Fund | PRGFX | - | - | 10% |
Total Portfolio | 100% | 100% | 100% |