Hendrick Automotive Group 401(K) Plan
Performance
HelpPortfolio Return | -22.82% | 5.16% | 111.51% |
Comparable Target-Date Fund [why this comparison?] |
12.08% Target-Date 2020 |
40.79% Target-Date 2030 |
73.96% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$34,901 (-34.90%) | -$35,631 (-35.63%) | +$37,558 (+37.56%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 1% | 7% | 11% |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 13% | 10% | - |
Vanguard Total Stock Market Index Fund Institutional Shares | VITSX | 23% | 38% | 77% |
Dodge & Cox International Stock Fund | DODFX | 8% | 9% | 12% |
Dodge & Cox Income Fund | DODIX | 12% | - | - |
Vanguard Institutional Target Retirement 2015 Fund Institutional Shares | VITVX | 16% | - | - |
Vanguard Institutional Target Retirement 2025 Fund Institutional Shares | VRIVX | 17% | 21% | - |
Vanguard Institutional Target Retirement 2050 Fund Institutional Shares | VTRLX | 10% | 15% | - |
Total Portfolio | 100% | 100% | 100% |